Fee-OnlyFinder

Advisers in Grand Blanc, MI

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

Financial planning (3)

All advisers

Mainstay Capital Management, LLC10775 South Saginaw, Bldg C, Suite F · Grand Blanc, MI 48439 · (866) 444-6246 · Financial planningCRD 109528 · % of assets, Fixed fees · $5.3 billion AUMSEC registeredNo commissions reportedQuayle Financial Group, LLC9400 S. Saginaw Street Suite B · Grand Blanc, MI 48439 · (810) 771-4178 · % of assets managedCRD 21335 · % of assets · $2.5 million AUMState registeredNo commissions reportedRetirement Capital Services LLC8273 S. Saginaw St, Suite a · Grand Blanc, MI 48439 · (248) 978-5010 · Financial planningCRD 319779 · % of assets, Hourly charges · $30.0 million AUMState registeredNo commissions reportedWealth for You Financial, LLC8323 Office Park Dr · Grand Blanc, MI 48439 · (810) 695-7510 · Financial planningCRD 305627 · % of assets, Hourly charges, Fixed fees · $65.0 million AUMState registeredNo commissions reported
Talking to advisers in Grand Blanc? 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.