Fee-OnlyFinder

Advisers in Novi, MI

11 advisers in Novi — 11 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (10)Hourly fees (6)Flat / fixed fees (7)Retirement plan consulting (3)

All advisers

Alliance Advisors Wealth Management LLC39555 Orchard Hill Place, Crystal Glen, Suite 600 · Novi, MI 48375 · (734) 837-3672 · Financial planningCRD 305397 · % of assets, Hourly charges, Fixed fees · $15.0 million AUMState registeredNo commissions reportedAltrius Capital Management, INC.39555 Orchard Hill Pl, Suite 600 · Novi, MI 48375 · (252) 638-7598 · Financial planningCRD 121529 · % of assets · $716.0 million AUMSEC registeredNo commissions reportedC2 Private Wealth29409 Haggerty Road, Suite 200 · Novi, MI 48377 · (248) 567-6688 · Financial planningCRD 151501 · % of assets, Hourly charges, Fixed fees · $1.8 billion AUMSEC registeredNo commissions reportedDahring | Cusmano and Associates26200 Town Center Dr., Suite 100 · Novi, MI 48375 · (248) 348-0100 · Financial planningCRD 301236 · % of assets, Hourly charges, Fixed fees · $781.4 million AUMSEC registeredNo commissions reportedNfi Advisors, INC39475 W. 13 Mile Rd., Suite 102 · Novi, MI 48377 · (248) 553-8889 · % of assets managedCRD 130717 · % of assets, Other · $41.7 million AUMState registeredNo commissions reportedPathworks Financial, INC.43155 Main Street, Suite 212 · Novi, MI 48375 · (248) 946-4515 · Financial planningCRD 138393 · % of assets, Fixed fees · $279.3 million AUMSEC registeredNo commissions reportedProvident Investment Management, INC.39555 Orchard Hill Place, Ste 139 · Novi, MI 48375 · (248) 380-1700 · Financial planningCRD 106976 · % of assets · $1.1 billion AUMSEC registeredNo commissions reportedRichard W. Paul & Associates, LLC39555 Orchard Hill Place, Suite 100 · Novi, MI 48375 · (248) 305-9911 · Financial planningCRD 156812 · % of assets, Hourly charges, Fixed fees · $372.8 million AUMSEC registeredNo commissions reportedSafe Future Wealth Partners LLC41800 W. 11 Mile Road, Suite 201 · Novi, MI 48375 · (833) 422-8010 · Financial planningCRD 315459 · % of assets, Hourly charges, Other · $10.2 million AUMState registeredNo commissions reportedThe Nemes Rush Group, LLC39500 High Pointe Blvd, Suite 190 · Novi, MI 48375 · (248) 449-5436 · Financial planningCRD 312554 · % of assets, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedVerdura Wealth Management, LLC28175 Haggerty Rd. · Novi, MI 48377 · (248) 519-1311 · Financial planningCRD 326847 · % of assets, Hourly charges, Fixed fees · $10.8 million AUMState registeredNo commissions reported
Talking to advisers in Novi? 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.