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Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
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Personalized advice for portfolio size
of 100K & above
Michigan offers a high quality of life with beautiful scenery, vibrant cities, and rich culture, making it an attractive place to live and work. Are you considering working with a vetted fiduciary financial advisor to manage your finances in Michigan? WiserAdvisor can help you connect with a trusted financial advisor who understands Michigan's complex financial landscape and can provide tailored advice on investment strategies, retirement planning, wealth management, estate planning, and more.
Financial professionals have extensive knowledge and expertise to solve your specific financial needs and make informed decisions about your future.
They work with you to develop a customized plan that meets your goals and needs.
Advisors hold you accountable for achieving your financial goals and offer ongoing support and guidance.
With their local knowledge of Michigan's economy, advisors can provide valuable insights and advice to optimize your financial resources.
Michigan
has
5
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
1900
non-vetted advisors in your local area. These financial advisors in
Michigan
have an average of
18
years of experience.
NOTE: The list of vetted financial
advisors in
Michigan
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Michigan.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Adam Schwallier
CFP® SCHWALLIER WEALTH MANAGEMENT LLC 607 Cascade West Parkway SE, Grand Rapids, MI 49546 |
21 Years | $137,835,572 | $250,000 | Fee-Only |
|
Todd Perry
CFP®, CPWA®, RMA- Retirement Management Advisor, CIMA® EXECUTIVE WEALTH MANAGEMENT 135 W North Street Ste 1, Brighton, MI 48116 |
16 Years | Not Specified | $250,000 | Fee-Based |
| Not Disclosed | $10,000,000,000 | Not Specified | Fee-Based | |
| Not Disclosed | $120,000,000 | $50,000 | Fee-Only | |
|
Phillip Mitchell
CPA, CFA® KROON & MITCHELL ASSET MANAGEMENT 29 Pearl St, Ste 400, Grand Rapids, MI 49503 |
Not Disclosed | $12,000,000,000 | Not Specified | Fee-Only |
Qualifications
CRD# 4431899
Firm CRD# 143329
Series 66
Compensation/Fee Fee-Only, Hourly, Based on Assets
Office Location
607 Cascade West Parkway SE,
Grand Rapids,
MI
49546
Phone Number
616-855-2051
With more than 20 years of experience in the financial services industry, I have been helping to improve clients' long-term financial success and change lives for over 15 years as a fee-only advisor and planner at Schwallier Wealth Management. I offer guidance in the form of financial planning, on-going investment advice and management, and insight on all things affecting life and finances. My goal is that clients are better off for having chosen me, specifically, and I strive to become an indispensable resource in helping clients attain financial peace. History: After working as an advisor at Morgan Stanley and AG Edwards and becoming disenchanted with the standard of care to clients and advisors at large wirehouse firms, I struck out on my own for clients and became a fee-only advisor foregoing any commission-based business and working for my clients directly without the conflict of interest of working for a captive brokerage firm. I am constantly reading, learning, and improving my skill-set for clients. This includes proudly becoming a member of NAPFA as a fee-only CERTIFIED FINANCIAL PLANNER™ professional. Personal: I reside in Tallmadge Township with my wife, Val, and my two children. I enjoy spending time with my family, playing basketball as long as my body allows, and practicing yoga.
Schwallier Wealth Management LLC has been helping to improve clients' long-term financial success and change lives for over 15 years. We offer guidance in the form of financial planning, on-going investment advice and management, and insight on all things affecting life and finances. Our goal is that clients are better off for having met us, specifically, and we want to become an indispensable resource in helping clients attain financial peace. After tiring of being a captive advisor to a broker-dealer and managing the inherent conflicts that serving two masters(employer and client) creates, Adam Schwallier formed this SEC-Registered Investment Advisory(RIA) firm. Schwallier Wealth Management(SWM) was borne to serve clients directly without the trappings of a broker-dealer. As a fiduciary, SWM is required to always work in clients best interests and fully disclose any conflicts of interest. As a fee-only firm, we work directly for clients and never accept any commission revenue that may create a conflict of interest. Using this approach, the firm has grown well from a single advisor office to a multiple advisor team with a robust staff.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 5795799
Firm CRD# 140736
Compensation/Fee Fee-Based, Based on Assets
Office Location
135 W North Street Ste 1,
Brighton,
MI
48116
Phone Number
810-229-6446
Todd joined Executive Wealth Management in 2019. Prior to joining EWM, he worked as a Senior Financial Planner for an independent wealth management firm gaining extensive experience in financial planning and portfolio management. Todd's background also includes tax planning and preparation after having prepared returns for over ten years. He believes the integration between taxes and investments, and the proactive planning work involved, are a vital part of the wealth management process and has been previously quoted in the Wall Street Journal discussing the subject in an article titled, "Advisors Focus on 2013 Tax Plans". Todd is a graduate of Central Michigan University and started in the financial services industry in 2005. In addition to the CFP® certification, he has also earned the Certified Investment Management Analyst and Certified Private Wealth Advisor designations. He currently resides in Brighton with his wife, Kristen. When not spending time with their three children, Todd enjoys hockey, golf and being involved in the Brighton community.
Each EWM advisor leveraging every skill we have to change lives, that's the Executive Wealth Management difference. Our passion for our clients combined with our industry expertise has allowed us to become one of the largest independent wealth management firms in the country over the last 30 years and clients in over 40 states. As full-service private wealth advisors we build trusting relationships by meeting with our clients regularly to understand their evolving goals and implementing customized strategies to achieve their needs. At Executive Wealth Management, Todd serves as a Private Wealth Advisor working directly with clients to develop and implement comprehensive financial plans that address their evolving goals and financial needs. Our firm helps clients in the areas of retirement planning, investment management, risk management, tax planning, estate planning, business succession planning, family office wealth management, and charitable planning. At Executive Wealth Management each person in our firm is dedicated to our clients. As a CERTIFIED FINANCIAL PLANNER (TM) professional and over 15 years of industry experience, Todd understands the diverse wealth planning needs of high net-worth individuals and families. As a Private Wealth Advisor, he leverages his passion and expertise to develop meaningful relationships, build actionable plans and customized portfolios, allowing you to both protect and grow your wealth as you navigate complex markets and transitions in life.
Advisory Services Provided:
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
Qualifications
Firm CRD# 111167
Compensation/Fee Fee-Based
Office Location
4320 44th Street SW, Suite 102,
Grandville,
MI
49418
Phone Number
888-242-6766
Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.
Advisory Services Provided:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
Qualifications
Firm CRD# 6413
Compensation/Fee Fee-Only, Based on Assets
Office Location
8770 23 Mile Road,
Utica,
MI
48316
Phone Number
586-263-8800
Financial consultants backed by LPL Financial have become a leading source of objective guidance for accumulating and managing personal wealth.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Qualifications
Firm CRD# 168120
Series 65
Compensation/Fee Fee-Only, Hourly, Based on Assets
Office Location
29 Pearl St,
Ste 400,
Grand Rapids,
MI
49503
Phone Number
616-356-2002
Your investment strategy should start with your taxes. Whether you start by reviewing your tax plan or your investment plan the two go hand in hand. At Kroon & Mitchell we take a holistic approach to your full financial picture to ensure success in all areas.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 20 | 81 | $3,228,958,914 | A percentage of AUM
|
|
| 198 | 4436 | $2,781,793,715 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 16 | 232 | $2,305,137,462 | A percentage of AUM, Fixed fees, Performance Based
|
|
| 5 | 47 | $2,176,591,026 | A percentage of AUM, Fixed fees
|
|
| 19 | 1211 | $1,448,628,841 | A percentage of AUM
|
|
| 9 | 338 | $1,178,825,000 | A percentage of AUM, Performance Based
|
|
| 6 | 727 | $698,429,706 | A percentage of AUM, Fixed fees
|
|
| 3 | 321 | $517,819,116 | A percentage of AUM
|
|
| 1 | 83 | $392,327,000 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 5 | 365 | $386,284,866 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 1 | 1516 | $259,959,460 | A percentage of AUM
|
|
| 4 | 616 | $184,003,331 | A percentage of AUM
|
|
| 4 | 195 | $170,247,791 | A percentage of AUM
|
|
| 8 | 773 | $161,044,258 | A percentage of AUM, Hourly charges, Other (SHARE IN THIRD PARTY ADVISORY FEES)
|
|
| 4 | 201 | $133,200,000 | A percentage of AUM, Hourly charges
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 2970 E Lake Lansing Rd, East Lansing, MI 48823 | 517-803-4203 | |
| 505 Pleasant St, Ste 200, St Joseph, MI 49085 | 269-983-7555 | |
| 27739 Jefferson Ave, St Clair Shores, MI 48081 | 800-388-5013 | |
| 1108 North Main Street, Rochester, MI 48307 | 248-218-8255 | |
| 3337 S Airport Rd W, Ste 4, Traverse City, MI 49684 | 231-947-6700 | |
| 101 W Big Beaver Rd, Suite 1200, Troy, MI 48084 | 248-740-7106 | |
| 101 W Big Beaver Rd, Suite 1200, Troy, MI 48084 | 248-740-7129 | |
| 1 Heritage Pl, Ste 500, Southgate, MI 48195 | 734-281-3700 | |
| 5122 Cascade Road SE 1st, Fl, Grand Rapids, MI 49546 | 616-771-6086 | |
| 1108 North Main Street, Rochester, MI 48307 | 248-218-8243 |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
