Fee-OnlyFinder

Advisers in Livonia, MI

7 advisers in Livonia — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (6)Hourly fees (4)Flat / fixed fees (3)

All advisers

Cnd Financial33762 Schoolcraft Rd, 2nd Floor · Livonia, MI 48150 · (734) 427-2030 · Financial planningCRD 110180 · % of assets, Hourly charges · $199.4 million AUMSEC registeredNo commissions reportedGrad Wealth Management PLLC35951 Five Mile Rd · Livonia, MI 48154 · (734) 462-6161 · Financial planningCRD 333499 · % of assets, Hourly charges, Fixed fees · $1.6 million AUMState registeredNo commissions reportedKidd Financial Planning, LLC.14700 Farmington Road, Suite 107 · Livonia, MI 48154 · (734) 293-0055 · Financial planningCRD 323502 · % of assets, Hourly charges, Fixed fees · $14.0 million AUMState registeredNo commissions reportedMeadowbrook Investment Advisors LLC17199 N Laurel Park Dr, Ste 311 · Livonia, MI 48152 · (734) 953-8688 · % of assets managedCRD 109960 · % of assets · $185.2 million AUMSEC registeredNo commissions reportedSaunders Financial LLC39111 Six Mile Road, Ste. 102 · Livonia, MI 48152 · (248) 644-6610 · Financial planningCRD 167114 · % of assets, Hourly charges, Fixed fees · $68.6 million AUMState registeredNo commissions reportedThe Wolter Group, INC.17294 Farmington Road · Livonia, MI 48152 · (734) 524-9408 · Financial planningCRD 296828 · % of assets · $53.4 million AUMState registeredNo commissions reportedWhite Pine Investment CO17199 Laurel Park Dr North, Suite 220 · Livonia, MI 48152 · (734) 464-2532 · Financial planningCRD 111556 · % of assets · $532.3 million AUMSEC registeredNo commissions reported
Talking to advisers in Livonia? 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.