Fee-OnlyFinder

Advisers in Okemos, MI

6 advisers in Okemos — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (3)Flat / fixed fees (5)

All advisers

Cornerstone Wealth Partners, LLC2525 Jolly Road, Suite 200 · Okemos, MI 48864 · (517) 381-3450 · Financial planningCRD 146602 · % of assets, Fixed fees, Other · $145.9 million AUMSEC registeredNo commissions reportedFinancial Strategies Group, INC2270 Jolly Oak Road., Suite 2 · Okemos, MI 48864 · (800) 804-0420 · Financial planningCRD 289054 · % of assets, Hourly charges, Fixed fees · $677.4 million AUMSEC registeredNo commissions reportedFinancialmd, LLC2479 Woodlake Cir, Suite 340 · Okemos, MI 48842 · (517) 346-7970 · Financial planningCRD 306947 · % of assets, Fixed fees · $35.0 million AUMState registeredNo commissions reportedRyzome Investment Advisors4121 Okemos Rd, Suite 24 · Okemos, MI 48864 · (517) 347-2210 · Financial planningCRD 170762 · % of assets, Hourly charges, Fixed fees · $116.1 million AUMSEC registeredNo commissions reportedStewards Wealth Planning, LLC2190 Commons Parkway · Okemos, MI 48864 · (517) 323-7526 · Financial planningCRD 166307 · % of assets, Hourly charges · $99.4 million AUMState registeredNo commissions reportedSullivan Dunn Wealth Management4660 Marsh Road · Okemos, MI 48864 · (517) 899-2247 · Financial planningCRD 333496 · % of assets, Fixed fees · $9.8 million AUMState registeredNo commissions reported
Talking to advisers in Okemos? 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.