Fee-OnlyFinder

Advisers in Highland, MI

2 advisers in Highland — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Lakepoint Wealth Partners3803 Orchard Dr. · Highland, MI 48356 · (313) 421-3484 · Financial planningCRD 343032 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedStratus Advisory Group, INC.211 E. Livingston Road · Highland, MI 48357 · (248) 684-5353 · Financial planningCRD 167448 · % of assets, Hourly charges · $64.6 million AUMState registeredNo commissions reported
Talking to advisers in Highland? 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.