Fee-OnlyFinder

Advisers in Bloomfield Hills, MI

32 advisers in Bloomfield Hills — 32 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (21)Hourly fees (7)Flat / fixed fees (17)% of assets managed (29)Retirement plan consulting (11)

All advisers

Azimuth Capital Management200 East Long Lake Road, Suite 160 · Bloomfield Hills, MI 48304 · (248) 433-4000 · Financial planningCRD 319062 · % of assets, Fixed fees, Other · $4.0 billion AUMSEC registeredNo commissions reportedBone Asset Management40950 Woodward Avenue, Suite 335 · Bloomfield Hills, MI 48304 · (248) 220-2205 · Financial planningCRD 290584 · % of assets · $65.0 million AUMState registeredNo commissions reportedBridgeriver Advisors LLC40900 Woodward Ave, Ste 150 · Bloomfield Hills, MI 48304 · (248) 785-3734 · % of assets managedCRD 142501 · % of assets · $63.6 million AUMState registeredNo commissions reportedCirrus Capital LLC33 Bloomfield Hills Parkway, Suite 255 · Bloomfield Hills, MI 48304 · (248) 290-6222 · Hourly feesCRD 288297 · % of assets, Hourly charges, Fixed fees · $170.4 million AUMSEC registeredNo commissions reportedCore Financial Planning7 West Square Lake Road · Bloomfield Hills, MI 48302 · (248) 758-2304 · Financial planningCRD 149293 · Fixed feesState registeredNo commissions reportedCranbrook Wealth Management, LLC36330 Woodward Avenue, Suite 200 · Bloomfield Hills, MI 48304 · (248) 362-0900 · Financial planningCRD 132058 · % of assets, Fixed fees · $906.8 million AUMSEC registeredNo commissions reportedDeroy & Devereaux Private Investment Counsel, INC.40705 Woodward Avenue, Suite 150 · Bloomfield Hills, MI 48304 · (248) 358-3220 · Flat / fixed feesCRD 121560 · % of assets, Fixed fees · $2.6 billion AUMSEC registeredNo commissions reportedDiversified Portfolios, INC.39520 Woodward Avenue, Suite 200 · Bloomfield Hills, MI 48304 · (248) 644-3030 · Financial planningCRD 108942 · % of assets · $1.9 billion AUMSEC registeredNo commissions reportedDynamic Asset Management Group LLC6905 Telegraph Road, Suite 130 · Bloomfield Hills, MI 48301 · (248) 644-3009 · % of assets managedCRD 159692 · % of assets · $84.2 million AUMState registeredNo commissions reportedEmde Wealth Management LLC7 West Square Lake Road · Bloomfield Hills, MI 48302 · (248) 821-3633 · Financial planningCRD 284690 · % of assets, Fixed fees · $45.0 million AUMState registeredNo commissions reported
Flexible Plan Investments LTD3883 Telegraph Rd, Ste 100 · Bloomfield Hills, MI 48302 · (800) 347-3539 · % of assets managedCRD 110762 · % of assets · $1.5 billion AUMSEC registeredNo commissions reportedForsythia Financial7457 Franklin Road, Suite 200 · Bloomfield Hills, MI 48301 · (248) 833-8333 · Financial planningCRD 328358 · % of assets, Hourly charges, Subscription fees · $527,419 AUMState registeredNo commissions reportedGainplan LLC800 W. Long Lake Road, Suite 100 · Bloomfield Hills, MI 48302 · (248) 385-3737 · Financial planningCRD 174427 · % of assets, Hourly charges, Fixed fees · $461.6 million AUMSEC registeredNo commissions reportedGpm Growth Investors, INC.39533 Woodward Ave, Suite 145 · Bloomfield Hills, MI 48304 · (248) 865-0518 · Financial planningCRD 107645 · % of assets · $281.3 million AUMSEC registeredNo commissions reportedGreystone Financial Group, LLC665 Hulet Dr. · Bloomfield Hills, MI 48302 · (248) 267-1270 · Financial planningCRD 306595 · % of assets · $494.9 million AUMSEC registeredNo commissions reportedHeron Bay Capital Management40701 Woodward Ave, Suite 104 · Bloomfield Hills, MI 48304 · (248) 970-0900 · Financial planningCRD 305537 · % of assets · $643.8 million AUMSEC registeredNo commissions reportedIntegrated Capital Management21 E. Long Lake Road, Suite 102 · Bloomfield Hills, MI 48304 · (248) 593-8900 · Financial planningCRD 284766 · % of assets, Hourly charges, Fixed fees · $429.8 million AUMSEC registeredNo commissions reportedIntegrated Investment Consultants, LLC40950 Woodward Ave., Suite 350 · Bloomfield Hills, MI 48304 · (866) 433-3581 · Flat / fixed feesCRD 175299 · % of assets, Fixed fees, Other · $1.1 billion AUMSEC registeredNo commissions reportedKb Wealth Management, LLC7 West Square Lake Rd. · Bloomfield Hills, MI 48302 · (248) 877-3658 · % of assets managedCRD 304447 · % of assets · $12.3 million AUMState registeredNo commissions reportedKrs Capital Management, LLC101 West Long Lake Road · Bloomfield Hills, MI 48304 · (248) 433-0621 · Financial planningCRD 142928 · % of assets, Fixed fees · $188.9 million AUMSEC registeredNo commissions reportedLifecycle Financial Planners INC.40950 Woodward Avenue, Suite 140 · Bloomfield Hills, MI 48304 · (248) 737-7090 · Financial planningCRD 290250 · Fixed fees · $671.7 million AUMSEC registeredNo commissions reportedLsia39533 Woodward Avenue, Suite 307 · Bloomfield Hills, MI 48304 · (414) 459-1759 · Financial planningCRD 146829 · % of assets · $932.1 million AUMSEC registeredNo commissions reportedModell Capital Management LLC91 W. Long Lake Road · Bloomfield Hills, MI 48304 · (248) 723-8000 · % of assets managedCRD 339228 · % of assets · $1.9 billion AUMSEC registeredNo commissions reportedNew Horizon Retirement Advisors7 West Square Lake Road · Bloomfield Hills, MI 48302 · (248) 510-9923 · % of assets managedCRD 333053 · % of assets · $10.3 million AUMState registeredNo commissions reportedNorthern Financial Advisors, INC74 E. Long Lake Rd., Suite 200 · Bloomfield Hills, MI 48304 · (248) 985-1632 · Financial planningCRD 121088 · Fixed fees · $684.0 million AUMSEC registeredNo commissions reportedProsperity Wealth Strategies LLC36400 Woodward Avenue, Suite 128 · Bloomfield Hills, MI 48304 · (248) 963-0568 · Financial planningCRD 301923 · % of assets, Hourly charges, Fixed fees · $95.2 million AUMState registeredNo commissions reportedSchwartz & CO.3707 W. Maple Rd, Ste 201 · Bloomfield Hills, MI 48301 · (248) 644-2701 · Financial planningCRD 7294 · % of assets, Hourly charges, Fixed fees · $10.5 billion AUMSEC registeredNo commissions reportedSculati Wealth Management, LLC7457 Franklin Road, Suite 222 · Bloomfield Hills, MI 48301 · (248) 325-9947 · Financial planningCRD 158783 · % of assets · $381.5 million AUMSEC registeredNo commissions reportedSteward Capital Management21 East Long Lake Road, Suite 200 · Bloomfield Hills, MI 48304 · (248) 647-5990 · % of assets managedCRD 104936 · % of assets, Performance-based fees · $95.1 million AUMSEC registeredNo commissions reportedTrinity Financial Services, INC.43252 Woodward Ave., Ste.205 · Bloomfield Hills, MI 48302 · (248) 454-1996 · Financial planningCRD 151051 · % of assets, Hourly charges, Fixed fees · $91.5 million AUMState registeredNo commissions reportedWolverine Wealth Advisory Services INC.40900 Woodward Ave., Ste. 100 · Bloomfield Hills, MI 48304 · (248) 220-2202 · Financial planningCRD 146564 · % of assets, Fixed fees · $140.9 million AUMSEC registeredNo commissions reportedYousif Capital Management, LLC39533 Woodward Ave, Suite 100 · Bloomfield Hills, MI 48304 · (833) 342-5926 · % of assets managedCRD 312511 · % of assets · $14.7 billion AUMSEC registeredNo commissions reported
Talking to advisers in Bloomfield 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.