Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
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
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
3
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Michigan
have an average of
35
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 |
|---|---|---|---|---|
|
Edelman Financial Engines, LLC
5510 Cascade Rd SE, Suite 280, Grand Rapids, MI 49546 201 West Big Beaver Road, The Columbia Center, Troy, MI 48084 |
Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only |
| 35 Years | $0 | Not Specified | Fee-Only |
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
5510 Cascade Rd SE,
Suite 280,
Grand Rapids,
MI
49546
Phone Number
877-208-7414
Office Location
201 West Big Beaver Road, The Columbia Center,
Suite 950,
Troy,MI 48084
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 107271
Compensation/Fee Fee-Only, Based on Assets
Office Location
41100 Plymouth Road,
Suite B1-210,
Plymouth,
MI
48170
Phone Number
734-737-0866
Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 164 | 132 | $246,667,042,077 | A percentage of AUM, Fixed fees |
|
| 134 | 17010 | $20,526,058,796 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 74 | 85 | $20,209,044,347 | A percentage of AUM, Performance Based |
|
| 15 | 412 | $15,029,547,343 | A percentage of AUM |
|
| 31 | 105 | $11,989,880,000 | A percentage of AUM |
|
| 50 | 178 | $11,615,174,704 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
|
| 27 | 1241 | $7,740,631,447 | A percentage of AUM, Fixed fees, Commission Based |
|
| 37 | 2124 | $6,694,905,625 | A percentage of AUM, Fixed fees |
|
| 370 | 112547 | $6,388,759,865 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 40 | 6475 | $6,034,201,776 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 470 | 30541 | $5,562,939,194 | A percentage of AUM, Hourly charges, Fixed fees, Other (SEMINAR ATTENDANCE FEES) |
|
| 32 | 3445 | $4,167,228,076 | A percentage of AUM, Fixed fees |
|
| 55 | 14038 | $4,023,482,795 | A percentage of AUM, Fixed fees |
|
| 36 | 5272 | $3,846,368,000 | A percentage of AUM, Hourly charges, Fixed fees, Other (SERVICING FEES FROM CUSTODIANS) |
|
| 23 | 1537 | $3,368,666,924 | A percentage of AUM, Fixed fees, Other (REVENUE SHARING WITH FRS (OUR AFFILIATE), UPTIQ AND FLOURISH) |
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.
