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Find Retirement Advisors for Retirement Planning in Troy, Michigan
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Troy, Michigan
Last Updated - September 6, 2024Troy has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 19 non-vetted advisors in your local area. These retirement advisors in Troy, Michigan have an average of 14 years of experience.
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List of Qualified Retirement Planning Advisors in Troy, Michigan
VERIFIEDMichael Jergens
Registered Financial Consultant (RFC)
Edelman Financial Engines, LLC
Qualifications
CRD# 4770771
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDJoseph Dallo
AIF®
Dallo Financial
Qualifications
CRD# 6920688
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDTodd Perry
CFP®, CPWA®, RMA- Retirement Management Advisor, CIMA®
Executive Wealth Management
Qualifications
CRD# 5795799
Firm CRD# 140736
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services.
Compensation/Fee
Fee-Based, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Troy, Michigan (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | STRAIGHTLINE 165 Kirts Blvd., Ste 100 Troy, MI, 48084 | $1,002,563,047 | 5694 | 8 | A Percentage of AUM, Fixed Fees, Other (INSURANCE COMMISSIONS) |
| 2 | JAY A. FISHMAN, LTD 901 Wilshire Drive, Suite 555 Troy, MI, 48084-4108 | $781,898,399 | 446 | 9 | A Percentage of AUM |
| 3 | WILLIAM MACK & ASSOCIATES INC 1301 W. Long Lake Rd., Suite 115, Troy, MI, 48098 | $649,371,000 | 846 | 14 | A Percentage of AUM, Hourly charges |
| 4 | ISTO ADVISORS, LLC 2150 Butterfield Drive, Suite 220 Troy, MI, 48084 | $641,139,569 | 2283 | 21 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | BARON WEALTH MANAGEMENT, LLC 3150 Livernois Road, Suite 250 Troy, MI, 48083 | $498,764,977 | 541 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | ARBOR WEALTH ADVISORS LLC 101 West Big Beaver Road, Suite 1400 Troy, MI, 48084 | $443,165,244 | 266 | 1 | Hourly charges, Fixed Fees |
| 7 | SECURE ASSET MANAGEMENT, L.L.C. 2565 West Maple Rd, Troy, MI, 48084 | $439,981,505 | 2376 | 41 | A Percentage of AUM, Fixed Fees, Other (SOLICITOR FOR 3RD PARTY MONEY MANAGERS) |
| 8 | MKD WEALTH COACHES, LLC 1301 W. Long Lake Road, Suite 210 Troy, MI, 48098 | $309,390,268 | 1055 | 13 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | SS&H FINANCIAL ADVISORS, INC. 50 W Big Beaver Rd Suite 225, Troy, MI, 48084 | $260,127,993 | 228 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 10 | FINANCIAL SERVICES OF AMERICA ADVISORS 50 W Big Beaver Rd Suite 500, Troy, MI, 48084 | $214,395,285 | 1455 | 22 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SELECTION OF OTHER ADVISOR FEES) |
| 11 | MILLER CAPITAL 1441 W. Long Lake, Suite 100 Troy, MI, 48098 | $190,997,206 | 173 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | FIRSTMETRIC 200 E. Big Beaver Rd, Troy, MI, 48083 | $187,919,069 | 233 | 1 | Fixed Fees |
| 13 | J2 CAPITAL MANAGEMENT, INC. 1301 W Long Lake Rd, Suite 260 Troy, MI, 48098 | $161,401,813 | 1134 | 3 | A Percentage of AUM, Hourly charges, Other (SUBADVISER FEES) |
| 14 | SPECTRUM FINANCIAL RESOURCES 6915 Rochester Rd., Ste 200, Troy, MI, 48085 | $156,882,480 | 962 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (REFERRAL FEES FROM THIRD-PARTY MANAGERS) |
| 15 | CONFIDENTIAL MANAGEMENT ADVISORS, INC. 1700 West Big Beaver, Suite 320 Troy, MI, 48084 | $131,266,076 | 107 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Troy, Michigan
QualificationsFirm CRD# 127401
Assets Under Management $1,002,563,047
No. Of Clients5694
Clients Per Financial Advisor712
STRAIGHTLINE is a financial advisory firm situated in Troy, Michigan. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5694 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (INSURANCE COMMISSIONS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Educational Seminars/ Workshops
QualificationsFirm CRD# 105609
Assets Under Management $781,898,399
No. Of Clients446
Clients Per Financial Advisor50
JAY A. FISHMAN, LTD is a financial advisory firm situated in Troy, Michigan. With a nearly $782M assets under management, the firm specializes in crafting personalized retirement planning solutions for 446 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 107377
Assets Under Management $649,371,000
No. Of Clients846
Clients Per Financial Advisor60
WILLIAM MACK & ASSOCIATES INC is a financial advisory firm situated in Troy, Michigan. With a nearly $649M assets under management, the firm specializes in crafting personalized retirement planning solutions for 846 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 284560
Assets Under Management $641,139,569
No. Of Clients2283
Clients Per Financial Advisor109
ISTO ADVISORS, LLC is a financial advisory firm situated in Troy, Michigan. With a nearly $641M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2283 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 153117
Assets Under Management $498,764,977
No. Of Clients541
Clients Per Financial Advisor90
BARON WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Troy, Michigan. With a nearly $499M assets under management, the firm specializes in crafting personalized retirement planning solutions for 541 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 169570
Assets Under Management $443,165,244
No. Of Clients266
Clients Per Financial Advisor266
ARBOR WEALTH ADVISORS LLC is a financial advisory firm situated in Troy, Michigan. With a nearly $443M assets under management, the firm specializes in crafting personalized retirement planning solutions for 266 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 144046
Assets Under Management $439,981,505
No. Of Clients2376
Clients Per Financial Advisor58
SECURE ASSET MANAGEMENT, L.L.C. is a financial advisory firm situated in Troy, Michigan. With a nearly $440M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2376 clients. The team consists of 41 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (SOLICITOR FOR 3RD PARTY MONEY MANAGERS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 144994
Assets Under Management $309,390,268
No. Of Clients1055
Clients Per Financial Advisor81
MKD WEALTH COACHES, LLC is a financial advisory firm situated in Troy, Michigan. With a nearly $309M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1055 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 112256
Assets Under Management $260,127,993
No. Of Clients228
Clients Per Financial Advisor114
SS&H FINANCIAL ADVISORS, INC. is a financial advisory firm situated in Troy, Michigan. With a nearly $260M assets under management, the firm specializes in crafting personalized retirement planning solutions for 228 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 286251
Assets Under Management $214,395,285
No. Of Clients1455
Clients Per Financial Advisor66
FINANCIAL SERVICES OF AMERICA ADVISORS is a financial advisory firm situated in Troy, Michigan. With a nearly $214M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1455 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other (SELECTION OF OTHER ADVISOR FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 124489
Assets Under Management $190,997,206
No. Of Clients173
Clients Per Financial Advisor43
MILLER CAPITAL is a financial advisory firm situated in Troy, Michigan. With a nearly $191M assets under management, the firm specializes in crafting personalized retirement planning solutions for 173 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 289483
Assets Under Management $187,919,069
No. Of Clients233
Clients Per Financial Advisor233
FIRSTMETRIC is a financial advisory firm situated in Troy, Michigan. With a nearly $188M assets under management, the firm specializes in crafting personalized retirement planning solutions for 233 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 152964
Assets Under Management $161,401,813
No. Of Clients1134
Clients Per Financial Advisor378
J2 CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Troy, Michigan. With a nearly $161M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1134 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Other (SUBADVISER FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 127453
Assets Under Management $156,882,480
No. Of Clients962
Clients Per Financial Advisor160
SPECTRUM FINANCIAL RESOURCES is a financial advisory firm situated in Troy, Michigan. With a nearly $157M assets under management, the firm specializes in crafting personalized retirement planning solutions for 962 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other (REFERRAL FEES FROM THIRD-PARTY MANAGERS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 125936
Assets Under Management $131,266,076
No. Of Clients107
Clients Per Financial Advisor54
CONFIDENTIAL MANAGEMENT ADVISORS, INC. is a financial advisory firm situated in Troy, Michigan. With a nearly $131M assets under management, the firm specializes in crafting personalized retirement planning solutions for 107 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Brighton, Michigan
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- Retirement Planners in Grandville, Michigan
- Retirement Planners in Troy, Michigan
Looking for more choices? Use our free match service to compare retirement planners serving your area.