Fee-OnlyFinder

Advisers in Brighton, MI

11 advisers in Brighton — 11 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (7)Hourly fees (5)Flat / fixed fees (6)Retirement plan consulting (3)

All advisers

Castle Wealth Group Investments LLC8273 Grand River Avenue, Suite 220 · Brighton, MI 48114 · (844) 885-4200 · Financial planningCRD 318990 · % of assets, Fixed fees · $62.1 million AUMState registeredNo commissions reportedFiducial Partners LLC2020 Grand River Anx, Suite 400 · Brighton, MI 48114 · (248) 309-2824 · % of assets managedCRD 294063 · % of assets · $1.5 million AUMState registeredNo commissions reportedFoguth Wealth Management, LLC.325 W. Main St. · Brighton, MI 48116 · (810) 522-5650 · Financial planningCRD 327434 · % of assets · $1.1 billion AUMSEC registeredNo commissions reportedForever Young Integrated Wealth7600 Grand River Road, Suite 150 · Brighton, MI 48114 · (810) 220-4900 · % of assets managedCRD 334437 · % of assets · $61.7 million AUMState registeredNo commissions reportedOld Oak Financial Planning, INC.7077 Fieldcrest Dr., Suite 400 · Brighton, MI 48116 · (810) 220-4400 · Financial planningCRD 122500 · % of assets, Hourly charges, Fixed fees · $160.3 million AUMSEC registeredNo commissions reportedPatrick Financial Group LLC.Millpond Parke Office Building, 824 West Grand River Avenue · Brighton, MI 48116 · (810) 225-9876 · % of assets managedCRD 124610 · % of assets · $170.4 million AUMSEC registeredNo commissions reportedPinnacle Wealth Management, INC.7600 Grand River, Suite 220 · Brighton, MI 48114 · (810) 220-6322 · Financial planningCRD 166853 · % of assets, Hourly charges, Fixed fees · $118.1 million AUMSEC registeredNo commissions reportedRidge Investment Advisors748 W. Grand River Ave, Suite D · Brighton, MI 48116 · (312) 944-3400 · % of assets managedCRD 111997 · % of assets · $37.6 million AUMState registeredNo commissions reportedSimplyria Advisor Network1024 E. Grand River Ave, Suite B · Brighton, MI 48116 · (810) 355-1325 · Financial planningCRD 154494 · % of assets, Hourly charges, Fixed fees · $214.9 million AUMSEC registeredNo commissions reportedStrickler Investment Services, LLC10299 E. Grand River Rd., Suite I · Brighton, MI 48116 · (517) 618-9000 · Financial planningCRD 332778 · % of assets, Hourly charges, Fixed fees · $107.3 million AUMSEC registeredNo commissions reportedWealth & Wellness Group, LLC690 Hope St., Suite B · Brighton, MI 48116 · (888) 267-1138 · Financial planningCRD 337631 · % of assets, Hourly charges, Fixed fees · $65.2 million AUMState registeredNo commissions reported
Talking to advisers in Brighton? 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.