Fee-OnlyFinder

Advisers in Jackson, MI

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

Financial planning (3)Flat / fixed fees (3)

All advisers

Dillon & Associates INC2585 Spring Arbor Road · Jackson, MI 49203 · (517) 796-7090 · Flat / fixed feesCRD 104662 · % of assets, Fixed fees · $916.4 million AUMSEC registeredNo commissions reportedJ.v.b. Investment Company100 S. Jackson, Suite 100 · Jackson, MI 49201 · (517) 787-2430 · Financial planningCRD 3998 · % of assets · $157.6 million AUMSEC registeredNo commissions reportedRichmond Brothers, INC.3568 Wildwood Avenue · Jackson, MI 49202 · (517) 435-4040 · Financial planningCRD 158916 · % of assets, Hourly charges, Fixed fees · $240.6 million AUMSEC registeredNo commissions reportedRmg Advisory Services5919 Maple Dale Rd. · Jackson, MI 49201 · (517) 795-5571 · Financial planningCRD 155124 · % of assets, Hourly charges, Fixed fees · $24.0 million AUMState registeredNo commissions reported
Talking to advisers in Jackson? 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.