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Find Top Financial Advisors in Traverse City, Michigan

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.

Finding the Top Financial Advisor in Traverse City, Michigan

Last Updated - November 28, 2023

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.

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Top Financial Advisor Firms in Traverse City, Michigan (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
880 Munson Avenue, Suite B, Traverse City, MI 49686
10 1663 $581,521,180
A percentage of AUM, Hourly charges, Fixed fees
13721 West Bay Shore Drive, Traverse City, MI 49684
1 83 $392,327,000
A percentage of AUM, Hourly charges, Fixed fees
701 Third Street, Traverse City, MI 49684
10 2294 $249,114,644
A percentage of AUM
600 E. Front Street, Suite 201, Traverse City, MI 49686
7 1401 $190,695,533
A percentage of AUM, Hourly charges, Fixed fees
10238 E Cherry Bend Rd, Traverse City, MI 49684
4 516 $166,000,000
A percentage of AUM, Fixed fees
236 1/2 E. Front St, Traverse City, MI 49684
5 498 $153,095,522
223 East State Street, Suite 200, Traverse City, MI 49684
2 786 $133,962,045
A percentage of AUM, Fixed fees
12935 Sw Bayshore Dr, Suite 305, Traverse City, MI 49684
5 368 $112,420,809
A percentage of AUM, Hourly charges, Fixed fees, Commision Based, Performance Based

    List of Additional Advisors in Traverse City, Michigan*

    * 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

      Frequently Asked Questions

      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.