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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Ann Arbor
has
2
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
54
non-vetted advisors in your local area. These financial advisors in
Ann Arbor, Michigan
have an average of
16
years of experience.
NOTE: The list of financial
advisors in
Ann Arbor, Michigan
mentioned below do 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
Ann Arbor, Michigan.
| Qualified Financial Advisors in Ann Arbor, Michigan | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Todd Perry
CFP®, CPWA®, RMA- Retirement Management Advisor, CIMA® EXECUTIVE WEALTH MANAGEMENT 135 W North Street Ste 1, Brighton, MI 48116 |
16 | Not Specified | $250,000 | Fee-Based |
| Karla Stanton
CFP®, AIF®, ChFC® ENGLER, GARROW & ROTH, LTD 1645 Indian Wood Circle, Ste.102, Maumee, OH 43537 |
16 | Not Specified | $100,000 | Fee-Based |
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
CRD# 4885960
Firm CRD# 14303
Series 7, 66
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
1645 Indian Wood Circle,
Ste.102,
Maumee,
OH
43537
Phone Number
419-794-0550
As the mother of three active children, Karla understands the challenges families face in balancing daily life while saving for the future, and she believes that developing a financial plan can be the roadmap every family needs to gain confidence in driving their financial future. Karla provides clients with comprehensive financial planning, investment management programs, and insurance-related services. As an active member of the Lenawee County community for over twenty years, Karla currently resides with her family at Devils Lake. She holds a Bachelor of Arts degree in Marketing from Siena Heights University where she served as president of Student Senate. Karla is licensed as a registered representative of Sigma Financial Corporation and as an investment advisor representative of Sigma Planning Corporation.
Engler, Garrow & Roth, Ltd. is a financial planning and wealth management firm with a focus on offering financial planning to the communities we serve. Financial planners at our firm focus on several areas of financial planning: retirement planning, goal planning, estate planning, investment planning and management, education planning, charitable giving strategies and planning, insurance planning, business planning, employee benefit analysis, and many more. Each financial planner is a CERTIFIED FINANCIAL PLANNER™ and an Accredited Investment Fiduciary®. John Engler, Matthew Garrow, Timothy Roth, and Karla Stanton have a commitment to principles put forth by the CFP Board. Each planner is registered with Sigma Financial Corporation as a registered representative and is an Investment Advisor Representative of Sigma Planning Corporation. The members of our firm have various active memberships in professional organizations, such as the Society of Financial Services Professionals (SFSP). Staff members are also active in several area Chambers of Commerce, service groups, and charitable organizations. Engler, Garrow & Roth, Ltd. has a goal to partner with clients who are committed, dedicated and motivated to reaching their financial goals by collaborating with clients to develop personalized comprehensive financial plans. You can find more information by researching each planner at www.finra.org, www.adviserinfo.sec.gov, www.cfp.net and www.insurance.ohio.gov.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning
Top Financial Advisor Firms in Ann Arbor, Michigan (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| SPC
300 Parkland Plaza, Ann Arbor, MI 48103 |
$6,859,365,285 | 36841 |
A percentage of AUM Hourly charges Fixed fees Other (SEMINAR ATTENDANCE FEES) |
| RETIREMENT INCOME SOLUTIONS, INC.
2301 Platt Road , Suite 300, Ann Arbor, MI 48104 |
$2,403,823,289 | 1244 |
A percentage of AUM Hourly charges Fixed fees |
| VINTAGE FINANCIAL SERVICES LLC
2373 Oak Valley Drive Suite 110, Ann Arbor, MI 48103 |
$923,410,000 | 530 |
A percentage of AUM Fixed fees |
| COLUMBIA ASSET MANAGEMENT, L.L.C.
924 N Main Street , Suite 1, Ann Arbor, MI 48104 |
$858,842,967 | 1125 |
A percentage of AUM Hourly charges Fixed fees |
| EXCHANGE CAPITAL MANAGEMENT INC
303 Detroit Street , Suite 203, Ann Arbor, MI 48104 |
$704,734,966 | 1007 |
A percentage of AUM |
| SPEYSIDE FUND ADVISERS LLC
24 Frank Lloyd Wright Drive , Suite H3225, Ann Arbor, MI 48106 |
$487,108,000 | 4 |
A percentage of AUM Performance Based |
| ARBOR TRUST WEALTH ADVISORS, LLC
825 Victors Way , Suite 150, Ann Arbor, MI 48108 |
$486,871,670 | 1352 |
A percentage of AUM Hourly charges Fixed fees |
| RENAISSANCE VENTURE CAPITAL MANAGEMENT, INC.
201 South Main Street , 10th Floor, Ann Arbor, MI 48104-2113 |
$402,609,798 | 4 |
A percentage of AUM Performance Based |
| POLLOCK INVESTMENT ADVISORS, LLC
412 East Huron, Ann Arbor, MI 48104 |
$292,746,586 | 630 |
A percentage of AUM Hourly charges Fixed fees |
| GREENUP STREET WEALTH MANAGEMENT LLC
2723 S State Street , Suite 117, Ann Arbor, MI 48104 |
$277,731,776 | 840 |
A percentage of AUM Fixed fees |
| DARDEN WEALTH GROUP
310 Miller Ave. , #147, Ann Arbor, MI 48103 |
$166,224,266 | 178 |
A percentage of AUM Hourly charges Fixed fees |
| VISION CAPITAL PARTNERS
2211 Old Earhart Rd. , Suite 155, Ann Arbor, MI 48105 |
$160,372,150 | 589 |
A percentage of AUM Hourly charges Fixed fees |
| SAGE HILL CAPITAL
333 S. Main St. , Suite 200, Ann Arbor, MI 48104 |
$158,202,436 | 275 |
A percentage of AUM Hourly charges Fixed fees |
| PALATINE HILL WEALTH MANAGEMENT
229 Depot Street, Ann Arbor, MI 48104 |
$148,387,044 | 252 |
A percentage of AUM Hourly charges Fixed fees |
| CYPRESS CAPITAL FAMILY OFFICE & WEALTH MANAGEMENT, LLC
135 Underdown Road, Ann Arbor, MI 48105 |
$2,055,240 | 3 |
A percentage of AUM |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| A New Path Financial Inquire with A |
2311 East Stadium Boulevard, Suite 202, Ann Arbor, MI 48104 | 734-330-2266 |
| Alexander E Freiberg Inquire with Alexander |
2001 Commonwealth Blvd, Ann Arbor, MI 48105 | 734-827-0547 |
| The Voyage Wealth Advisory Group Inquire with Voyage |
4750 Venture Dr, Ste 150, Ann Arbor, MI 48108 | 734-477-5231 |
| Matthew Cunningham Inquire with Matthew |
4750 Venture Dr, Ste 150, Ann Arbor, MI 48108 | 734-477-5231 |
| Murray, McCumons & Associates Inquire with Murray, |
4750 Venture Dr, Ste 150, Ann Arbor, MI 48108 | 734-477-5280 |
| Matthew McCumons Inquire with Matthew |
4750 Venture Dr, Ste 150, Ann Arbor, MI 48108 | 734-477-5227 |
| Kristen Roy Inquire with Kristen |
2800 S State St, Ste 205, Ann Arbor, MI 48104 | 734-477-5235 |
| Morgan Stanley Financial Advisors Inquire with Morgan |
2001 Commonwealth Blvd, Ann Arbor, MI 48105 | 734-827-0524 |
| Jeffrey Radford Inquire with Jeffrey |
4750 Venture Dr, Ste 150, Ann Arbor, MI 48108 | 734-477-5285 |
| Drew Fitzmorris Inquire with Drew |
4750 Venture Dr, Ste 150, Ann Arbor, MI 48108 | 734-477-5280 |
Grow your AUM with pre-qualified leads!
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