Fee-OnlyFinder

Advisers in Birmingham, MI

10 advisers in Birmingham — 10 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (7)Hourly fees (6)Flat / fixed fees (7)

All advisers

Liberty Capital Management INC401 S Old Woodward Avenue, Ste 430 · Birmingham, MI 48009 · (248) 258-9290 · Hourly feesCRD 106063 · % of assets, Hourly charges, Fixed fees · $849.5 million AUMSEC registeredNo commissions reportedLong Lake Capital Management, LLC401 S. Old Woodward Ave., Suite 435 · Birmingham, MI 48009 · (248) 712-6160 · % of assets managedCRD 171644 · % of assets · $42.8 million AUMState registeredNo commissions reportedMotive Wealth Advisors, LLC525 W. Merrill St. · Birmingham, MI 48009 · (248) 987-5731 · Financial planningCRD 312303 · % of assets, Fixed fees · $362.6 million AUMSEC registeredNo commissions reportedPalatine Hill Wealth Management148 Pierce Street, Suite 200 · Birmingham, MI 48009 · (734) 218-0085 · Financial planningCRD 305619 · % of assets, Hourly charges, Fixed fees · $295.9 million AUMSEC registeredNo commissions reportedPlanning Alternatives LTD255 South Old Woodward Ave., Suite 310 · Birmingham, MI 48009 · (248) 645-1520 · Financial planningCRD 110268 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedQ3 Asset Management Corporation2175 Cole Street · Birmingham, MI 48009 · (248) 566-1122 · Financial planningCRD 137839 · % of assets, Hourly charges, Subscription fees · $794.7 million AUMSEC registeredNo commissions reportedQuarton Capital Partners280 W. Maple Rd, Suite 230 · Birmingham, MI 48009 · (713) 444-3560 · Financial planningCRD 342752 · % of assets, Hourly charges · $1.0 million AUMState registeredNo commissions reportedRosenberg Wealth Advisors187 South Old Woodward Avenue, Suite 208 · Birmingham, MI 48009 · (248) 325-5500 · Financial planningCRD 340471 · % of assets · $231.0 million AUMSEC registeredNo commissions reportedSeizert Capital Partners34100 Woodward Avenue, Suite 210 · Birmingham, MI 48009 · (248) 593-1500 · Flat / fixed feesCRD 108954 · % of assets, Fixed fees, Performance-based fees · $2.5 billion AUMSEC registeredNo commissions reportedSolyco Wealth LLC210 South Old Woodward Avenue, Suite 240 · Birmingham, MI 48009 · (947) 208-4035 · Financial planningCRD 314981 · % of assets, Hourly charges, Fixed fees · $116.2 million AUMSEC registeredNo commissions reported
Talking to advisers in Birmingham? 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.