Fee-OnlyFinder

Advisers in Muskegon, MI

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

All advisers

Braeburn Wealth Management, LLC111 West Western Avenue · Muskegon, MI 49442 · (231) 720-0743 · Financial planningCRD 158007 · % of assets, Hourly charges, Fixed fees · $259.4 million AUMSEC registeredNo commissions reportedLfn Advisors INC.700 Terrace Point Dr., Suite 325 · Muskegon, MI 49440 · (616) 589-4004 · Financial planningCRD 169361 · % of assets, Other · $23.7 million AUMSEC registeredNo commissions reported
Talking to advisers in Muskegon? 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.