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Portfolio Size of 100K and
above
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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
1940
non-vetted advisors in your local area. These financial advisors in
Michigan
have an average of
20
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 |
17 Years | Not Specified | $500,000 | Fee-Based |
|
Peter Shunyia
CFP® LPL FINANCIAL/SHUNYIA & CO. PRIVATE WEALTH ADVISORS 2050 Livernois Rd., Suite B, Troy, MI 48083 |
22 Years | Not Specified | $500,000 | Fee-Based |
| Not Disclosed | $10,000,000,000 | Not Specified | Fee-Based | |
|
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 Senior 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
CRD# 4474844
Firm CRD# 6413
Series 7, 66
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
2050 Livernois Rd., Suite B,
Troy,
MI
48083
Phone Number
248-365-8822
Peter's experience in the financial services industry includes spending a combined 20 years at Merrill Lynch and Morgan Stanley as a financial advisor. In 2021, Peter decided being independent would allow him to focus more on his clients' goals and joined LPL Financial, the largest independent broker/dealer, as reported by Financial Planning magazine, 1996-2022, based on total revenue. Peter received his BBA from the University of Michigan. He's also a CERTIFIED FINANCIAL PLANNER™ (CFP®), so you can be sure that he provides expert and professional financial planning services. To earn the CFP designation, Peter had to complete an approved educational program, pass a rigorous examination, and meet stringent experience requirements. Peter also adheres to a professional Code of Ethics, and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends. Peter and his team have developed a unique process for a select group of successful business owners and professionals, who among other things, aspire to a work-optional lifestyle. Clients want to secure their family investment legacy and look to the future with anticipation, not apprehension. Their process puts all the pieces of the financial puzzle together as their clients' lives unfold and their needs evolve.
Shunyia & Company Private Wealth Advisors was born from the desire to find a NEW way to help clients improve and organize their financial lives into an easy to understand interactive format. We are an independent firm that is committed to helping clients solve their complex financial goals. Peter Shunyia is affiliated with LPL Financial, the largest independent broker/dealer, as reported by Financial Planning magazine, 1996-2022, based on total revenue.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 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, Insurance Products & Annuities
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# 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
|
A financial advisor in Michigan can help you prepare for retirement by creating a comprehensive financial plan that takes into account your current assets, income, expenses, and future goals. They can help you develop a savings strategy, choose the right retirement accounts, manage your investments, and plan for Social Security benefits. To learn more, read on about why you should hire a retirement advisor.
Yes, a financial advisor in Michigan can help you with estate planning by creating a plan that outlines how your assets will be distributed after your death. They can help you create a will, set up trusts, designate beneficiaries, and minimize estate taxes. They can also help you choose a power of attorney and healthcare proxy to make decisions on your behalf if you become incapacitated. Read on to better understand how financial advisors listed on our directory can assist you with estate planning in Michigan
Knowing if you need a financial advisor depends on your circumstances and goals. If you lack time or knowledge to manage finances and investments effectively, consider engaging a financial advisor listed in our Michigan directory. They provide assistance in areas like investment planning, retirement planning, wealth management, and financial planning. Explore why and when you might require a financial advisor to gain a better understanding of their role.
During your first meeting with a financial advisor, you can expect a discussion about your financial goals, current financial situation, and risk tolerance. The advisor may ask questions to understand your objectives, income, expenses, assets, and debts. They may also inquire about your investment experience and any specific concerns you have. For more information on how to prepare for your first meeting, refer to this guide on how to prepare for a meeting with your financial advisor.
To find a qualified financial advisor in Michigan, it is important to first determine the type of advisor that suits your financial goals. Consider if you need help with retirement planning, investment management, estate planning, wealth management, or financial planning. Once you identify your needs, we recommend that you can begin your search for an advisor who meets your requirements by utilizing our directory of financial advisors in Michigan. Click here to use our free financial advisor match tool to find and compare advisors matched to your specific needs.
Financial advisors in Michigan work with clients of various ages and income levels, from young professionals just starting out to retirees looking to preserve their wealth. They may also work with business owners, entrepreneurs, and high-net-worth individuals who have more complex financial needs. A good financial advisor will tailor their services to meet the specific needs and goals of each client and provide ongoing support and guidance as their financial situation evolves. If you need a financial advisor, use the free advisor match tool to find and compare vetted financial advisors.
