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Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
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Accuracy: We match you to vetted advisors that closely align with your needs.
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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
Traverse City, Michigan, known for its many freshwater beaches, vineyards, and lakes, is home to a population of over 15,675 people. With a cost of living 10% higher than the state average, residents, like yourself, may want to connect with an experienced and certified advisor to find high growth financial opportunities in this city. At WiserAdvisor, we recognize the importance of finding the right financial advisor that would provide you with a customized financial plan and be a good fit for you. The list of vetted financial advisors and advisory firms in and around Traverse City, Michigan provided on the directory below are all carefully vetted based on their years of experience, compensation methods (Fee-only and Fee-Based), and track records with FINRA and the SEC. Screened financial advisors and advisory firms in our network are also knowledgeable in providing various financial services, including retirement planning, investment strategies, wealth management, financial planning, estate planning, and more.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 10 | 1663 | $581,521,180 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 1 | 83 | $392,327,000 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 10 | 2294 | $249,114,644 | A percentage of AUM
|
|
| 7 | 1401 | $190,695,533 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 4 | 516 | $166,000,000 | A percentage of AUM, Fixed fees
|
|
| 5 | 498 | $153,095,522 | A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR FEES FOR ASSETS MANAGED BY OTHER INVESTMENT ADVISORS)
|
|
| 2 | 786 | $133,962,045 | A percentage of AUM, Fixed fees
|
|
| 5 | 368 | $112,420,809 | A percentage of AUM, Hourly charges, Fixed fees, Commision Based, Performance Based
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 3337 S Airport Rd W, Ste 4, Traverse City, MI 49684 | 231-947-6700 | |
| 300 East Front St, Ste 300, Traverse City, MI 49684 | 231-932-7201 | |
| 1020 Hastings Street, Suite 105, Traverse City, MI 49686 | 231-933-6250 | |
| 13919 SW Bayshore Dr, Ste 105A, Traverse City, MI 49684 | 231-935-1457 | |
| 3337 S Airport Rd W, Ste 4, Traverse City, MI 49684 | 231-947-6700 | |
| 300 East Front St, Ste 300, Traverse City, MI 49684 | 231-941-7200 | |
| 3337 S Airport Rd W, Ste 4, Traverse City, MI 49684 | 231-947-6700 | |
| 3337 S Airport Rd W, Ste 4, Traverse City, MI 49684 | 231-947-6700 | |
| 102 West Front Street, Traverse City, MI 49684 | 231-995-4681 | |
| 300 East Front St, Ste 300, Traverse City, MI 49684 | 231-932-7225 |
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.
