Fee-OnlyFinder

Financial planning in Novi, MI

10 advisers in Novi offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 10

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 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