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Portfolio Size of 100K and
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Personalized advice for portfolio size
of 100K & above
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.
Southfield
has
2
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
16
non-vetted advisors in your local area. These financial advisors in
Southfield,
Michigan
have an average of
19
years of experience.
NOTE: The list of vetted financial
advisors in
Southfield,
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
Southfield, Michigan.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
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 |
|
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 |
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
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
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 137 | 15380 | $19,826,270,617 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 318 | 69591 | $5,652,197,703 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 54 | 12532 | $4,069,536,806 | A percentage of AUM, Fixed fees
|
|
| 46 | 4164 | $3,361,836,038 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 110 | 6573 | $1,909,005,442 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 17 | 540 | $1,830,211,890 | A percentage of AUM, Fixed fees
|
|
| 29 | 3414 | $1,443,669,806 | A percentage of AUM, Hourly charges, Fixed fees, Other (THIRD PARTY ADVISER/MANAGER FEES)
|
|
| 7 | 1128 | $471,851,536 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 8 | 462 | $214,280,855 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 9 | 640 | $209,435,781 | A percentage of AUM, Fixed fees, Performance Based
|
|
| 10 | 987 | $105,821,826 | A percentage of AUM, Hourly charges, Fixed fees
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 20700 Civic Center Dr, Ste 160, Southfield, MI 48076 | 248-327-7497 | |
| 1000 Town Center, 26th Floor, Southfield, MI 48075 | 248-948-5149 | |
| 20700 Civic Center Dr, Ste 160, Southfield, MI 48076 | 248-327-7497 | |
| Two Towne Square, Suite 800, Southfield, MI 48076 | 248-827-1800 | |
| 26400 Lahser Road, Suite 312, Southfield, MI 48033 | 248-355-4100 | |
| 28411 Northwestern Highway, Suite 1200, Southfield, MI 48034 | 248-805-1123 | |
| 18444 W 10 Mile Rd., Southfield, MI 48075 | 248-265-6662 | |
| 29100 Northwestern Highway, Suite 320, Southfield, MI 48034 | 248-262-7217 | |
| 28411 Northwestern Highway, Suite 1300, Southfield, MI 48034 | 248-663-4700 | |
| 1000 Town Center, 26th Floor, Southfield, MI 48075 | 248-948-5100 |
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.
