Fee-OnlyFinder

Advisers in Auburn Hills, MI

4 advisers in Auburn Hills — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Melone Private Wealth, LLC3121 University Drive, Suite 180 · Auburn Hills, MI 48326 · (877) 293-5830 · Financial planningCRD 311638 · % of assets, Hourly charges, Fixed fees · $313.2 million AUMSEC registeredNo commissions reportedNew View Financial, LLC2545 N Opdyke Rd, Suite 101 · Auburn Hills, MI 48326 · (248) 954-4522 · Financial planningCRD 299117 · % of assets, Hourly charges, Fixed fees · $26.1 million AUMState registeredNo commissions reportedRetirement Resources, LLC1625 N Opdyke Rd · Auburn Hills, MI 48326 · (877) 732-5751 · Financial planningCRD 151889 · % of assets, Hourly charges, Fixed fees · $166.1 million AUMSEC registeredNo commissions reportedTeam Covert, LLC2701 Cambridge CT, Suite 401 · Auburn Hills, MI 48326 · (517) 898-5338 · Financial planningCRD 331269 · % of assets, Hourly charges, Fixed fees · $31.0 million AUMState registeredNo commissions reported
Talking to advisers in Auburn Hills? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.