Fee-OnlyFinder

Advisers in Mt. Pleasant, MI

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

All advisers

Rfm Financial Solutions, LLC805 N. Brown St. · Mt. Pleasant, MI 48858 · (989) 772-1209 · Financial planningCRD 124468 · % of assets, Hourly charges, Fixed fees · $260.1 million AUMSEC registeredNo commissions reportedSchafer Investment Group, INC.2100 E. Remus Road, Suite C · Mt. Pleasant, MI 48858 · (989) 773-1311 · Financial planningCRD 337977 · % of assets, Hourly charges, Fixed fees · $52,018 AUMState registeredNo commissions reported
Talking to advisers in Mt. Pleasant? 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.