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Financial planning in Ann Arbor, MI

20 advisers in Ann Arbor offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 20

A B L E Wealth Management Solutions LLC3380 Travis Pointe Road, Suite E · Ann Arbor, MI 48108 · (734) 786-3875 · Financial planningCRD 301257 · % of assets, Hourly charges, Fixed fees · $31.7 million AUMState registeredNo commissions reportedArbor Trust Wealth Advisors, LLC825 Victors Way, Suite 150 · Ann Arbor, MI 48108 · (734) 389-7794 · Financial planningCRD 169611 · % of assets, Hourly charges, Fixed fees · $611.4 million AUMSEC registeredNo commissions reportedArborfi Advisors, LLC2395 S Huron Pkwy, Suite 101 · Ann Arbor, MI 48104 · (734) 345-6980 · Financial planningCRD 305009 · % of assets · $148.4 million AUMSEC registeredNo commissions reportedBoardwalk Wealth Management341 E Huron St, Suite #3 · Ann Arbor, MI 48104 · (734) 476-0320 · Financial planningCRD 310308 · % of assets, Fixed fees · $1.8 million AUMState registeredNo commissions reportedColumbia Asset Management, L.L.C.924 N Main Street, Suite 1 · Ann Arbor, MI 48104 · (734) 665-1455 · Financial planningCRD 124174 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedConcorde Asset Management, LLC3909 Research Park Drive, Suite 200 · Ann Arbor, MI 48108 · (248) 824-6710 · Financial planningCRD 140367 · % of assets, Hourly charges, Fixed fees · $598.4 million AUMSEC registeredNo commissions reportedDarden Wealth Group415 Detroit St., Ste 100 · Ann Arbor, MI 48104 · (734) 294-0100 · Financial planningCRD 294926 · % of assets, Hourly charges, Fixed fees · $379.6 million AUMSEC registeredNo commissions reportedFour Financial Management777 E. Eisenhower Pkwy, Suite 740 · Ann Arbor, MI 48108 · (734) 272-4322 · Financial planningCRD 284251 · % of assets, Hourly charges, Fixed fees · $162.7 million AUMSEC registeredNo commissions reportedHorizons Planning Corporation250 W. Eisenhower Pkwy., Suite 140 · Ann Arbor, MI 48103 · (734) 761-3155 · Financial planningCRD 115179 · % of assets, Hourly charges · $87.9 million AUMState registeredNo commissions reportedImber Financial Group, LLC955 W Eisenhower Cir, Ste a · Ann Arbor, MI 48103 · (734) 769-1719 · Financial planningCRD 144846 · % of assets, Fixed fees · $106.0 million AUMSEC registeredNo commissions reported
Kraft Capital24 Frank Lloyd Wright Dr,, Lobby L-4000 · Ann Arbor, MI 48105 · (734) 717-1047 · Financial planningCRD 332355 · % of assets, Hourly charges, Fixed fees · $6.2 million AUMState registeredNo commissions reportedOliver Financial Planning LLC202 E. Washington Street, Suite 303 · Ann Arbor, MI 48104 · (734) 926-0022 · Financial planningCRD 135430 · Hourly charges, Fixed feesState registeredNo commissions reportedPierce Financial LLC3345 Beaumont Rd · Ann Arbor, MI 48105 · (734) 975-8750 · Financial planningCRD 293590 · % of assets · $2.0 million AUMState registeredNo commissions reportedPinnacle Investment Advisors, LLC206 S.4th Avenue · Ann Arbor, MI 48104 · (734) 662-1746 · Financial planningCRD 149495 · % of assets, Hourly charges, Fixed fees · $71.8 million AUMState registeredNo commissions reportedProvizr777 E. Eisenhower Pkwy, Suite 742 · Ann Arbor, MI 48108 · (734) 272-4322 · Financial planningCRD 284252 · % of assets, Fixed fees · $76.5 million AUMState registeredNo commissions reportedRetirement Income Solutions, INC.2301 Platt Road, Suite 300 · Ann Arbor, MI 48104 · (734) 769-7727 · Financial planningCRD 110145 · % of assets, Fixed fees · $3.0 billion AUMSEC registeredNo commissions reportedSage Hill Capital220 S. Main St., Suite 301 · Ann Arbor, MI 48104 · (888) 988-5623 · Financial planningCRD 155016 · % of assets · $214.3 million AUMSEC registeredNo commissions reportedSelect Financial Services Group, INC.455 E. Eisenhower Parkway, Ste 210 · Ann Arbor, MI 48108 · (734) 995-8812 · Financial planningCRD 123613 · Hourly charges, Fixed feesState registeredNo commissions reportedSpc300 Parkland Plaza · Ann Arbor, MI 48103 · (734) 663-1611 · Financial planningCRD 110692 · % of assets, Hourly charges, Fixed fees · $6.1 billion AUMSEC registeredNo commissions reportedVision Capital Partners2211 Old Earhart Rd., Suite 155 · Ann Arbor, MI 48105 · (734) 356-3250 · Financial planningCRD 175147 · % of assets, Hourly charges, Fixed fees · $168.3 million AUMSEC registeredNo commissions reported