Fee-OnlyFinder

Advisers in Plymouth, MI

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

Financial planning (7)Hourly fees (6)Flat / fixed fees (8)Retirement plan consulting (3)

All advisers

Affinity Wealth Management, LLC461 S Main St · Plymouth, MI 48170 · (734) 404-6977 · Financial planningCRD 338239 · % of assets, Hourly charges · $74.8 million AUMState registeredNo commissions reportedAutumn Financial Advisors, LLC409 Plymouth Road, Suite 124 · Plymouth, MI 48170 · (248) 716-8307 · Financial planningCRD 290151 · % of assets, Hourly charges, Fixed fees · $22.3 million AUMState registeredNo commissions reportedCustom Wealth Management41081 Ann Arbor Rd E · Plymouth, MI 48170 · (734) 844-3400 · Financial planningCRD 340956 · % of assets, Hourly charges, Fixed fees · $201.0 million AUMSEC registeredNo commissions reportedGem Asset Management, LLC261 S. Main Street · Plymouth, MI 48170 · (734) 737-9108 · Financial planningCRD 124332 · % of assets, Fixed fees · $628.1 million AUMSEC registeredNo commissions reportedIpex, INC.156 West Liberty Street · Plymouth, MI 48170 · (734) 451-0777 · Flat / fixed feesCRD 124337 · % of assets, Fixed fees · $2.7 billion AUMSEC registeredNo commissions reportedJlb & Associates INC44670 Ann Arbor Rd, Ste 190 · Plymouth, MI 48170 · (734) 454-9191 · % of assets managedCRD 104655 · % of assets · $892.7 million AUMSEC registeredNo commissions reportedPeak Wealth Management, LLC41011 Ann Arbor Road · Plymouth, MI 48170 · (734) 681-7575 · Financial planningCRD 166944 · % of assets, Fixed fees · $446.0 million AUMSEC registeredNo commissions reportedPinnacle Wealth Management Group, INC.849 Penniman Suite 201 · Plymouth, MI 48170 · (734) 667-5581 · Financial planningCRD 281935 · % of assets, Hourly charges, Fixed fees · $243.7 million AUMSEC registeredNo commissions reportedSchwartz Investment Counsel INC801 W. Ann Arbor Trail, Ste 244 · Plymouth, MI 48170 · (734) 455-7777 · % of assets managedCRD 104693 · % of assets · $3.7 billion AUMSEC registeredNo commissions reportedThe Brock Group, LLC110 W Liberty St. · Plymouth, MI 48170 · (734) 744-8008 · Financial planningCRD 142432 · % of assets, Hourly charges, Fixed fees · $93.9 million AUMState registeredNo commissions reportedVoorman Investment Counsel LLC729 West Ann Arbor Trail · Plymouth, MI 48170 · (248) 943-0565 · Hourly feesCRD 306177 · % of assets, Hourly charges, Fixed fees · $24.0 million AUMState registeredNo commissions reported
Talking to advisers in Plymouth? 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.