Financial Advisors in Michigan

Browse 324 financial advisors in Michigan — page 4 of 7.

j.v.b. investment company

jackson, MI

517-787-2430
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j2 capital management, inc.

troy, MI

248-641-4444
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jackson national asset management, llc

lansing, MI

517-381-5500
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jay a. fishman, ltd

troy, MI

248-740-9400
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jfr financial services, inc.

trenton, MI

734-692-1421
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jlb & associates inc

plymouth, MI

734-454-9191
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john a. wolfe & associates, inc.

portage, MI

269-324-1988
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jvl wealth strategies

wyoming, MI

616-261-2800
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k2 capital adv, llc

dowagiac, MI

(516) 426-8377
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kaydan wealth management, inc.

fenton, MI

(810) 593-1624
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kelly wealth management, inc.

royal oak, MI

248-262-7217
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kroon & mitchell asset management llc

grand rapids, MI

616-356-2002
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krs capital management, llc

bloomfield hills, MI

248-433-0621
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lafleur & godfrey private wealth management

grand rapids, MI

616-942-1580
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lakeshore financial planning inc.

St. Clair Shores, MI

586-498-0788
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lakeside drive management llc

birmingham, MI

248-939-3877
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legacy wealth advisors, llc

clinton township, MI

586-273-0072
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lfn advisors inc.

muskegon, MI

616-589-4004
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liberty capital management inc

birmingham, MI

248 258-9290
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lifecycle financial planners inc.

bloomfield hills, MI

248-737-7090
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lifeworks advisors, llc

grand rapids, MI

(616) 200-6512
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lightsquare wealth management, llc

bingham farms, MI

248-641-3540
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long road investment counsel, llc

kalamazoo, MI

269-488-8001
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lsia

bloomfield hills, MI

414-459-1759
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ludlow management group, llc

oak park, MI

734-637-0777
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lvm capital management ltd

portage, MI

269-321-8120
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lvz, inc.

holland, MI

616-394-4994
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m1 capital management llc

troy, MI

248-556-4600
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mainstay capital management, llc

grand blanc, MI

866-444-6246
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managed asset portfolios, llc

rochester, MI

248-601-6677
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maner wealth

lansing, MI

517-323-7500
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marketocracy masters capital management llc

northville, MI

313-949-8395
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marnell management llc

farmington hills, MI

248-579-4531
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mattson financial services, llc

kentwood, MI

800-536-8907
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mbx investors llc

farmington hills, MI

248-960-1700
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mcmillan office, inc.

St. Clair Shores, MI

313-962-0787
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mcqueen financial advisors ii, inc.

clawson, MI

248-548-8400
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md wealth management, llc

chelsea, MI

734-433-9600
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meadowbrook investment advisors llc

livonia, MI

734-953-8688
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melone private wealth, llc

auburn hills, MI

877-293-5830
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midwest capital advisors, llc

grand rapids, MI

616-454-9600
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miller capital

troy, MI

248-901-1650
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miller financial services llc

marshall, MI

269-781-5129
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mkd wealth

troy, MI

248-418-5100
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modell capital management llc

bloomfield hills, MI

(248) 723-8000
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money pickle

royal oak, MI

248-881-4288
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motive wealth advisors, llc

birmingham, MI

(248) 987-5731
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mudita venture partners llc

bingham farms, MI

248-206-7066
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Frequently Asked Questions

How much does a financial advisor cost in Michigan?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.