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Financial planning in Birmingham, MI

7 advisers in Birmingham offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 7

Motive 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 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