Fee-OnlyFinder

Advisers in Royal Oak, MI

10 advisers in Royal Oak — 10 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (7)Flat / fixed fees (8)% of assets managed (8)

All advisers

Alpha Asset Advisors LLC306 South Washington Ave., Suite 228 · Royal Oak, MI 48067 · (248) 549-8888 · % of assets managedCRD 295093 · % of assets · $13.1 million AUMState registeredNo commissions reportedBernard Wealth Management Corp.360 N. Main St., Suite 430 · Royal Oak, MI 48067 · (248) 556-2900 · Financial planningCRD 159533 · % of assets, Hourly charges, Fixed fees · $314.2 million AUMSEC registeredNo commissions reportedDaniel Investment Group INC.306 S. Washington Ave., Suite 216 · Royal Oak, MI 48067 · (248) 544-4122 · Financial planningCRD 338851 · % of assets, Hourly charges, Fixed fees · $210.1 million AUMSEC registeredNo commissions reportedDeller Wealth Management LLC418 N Main St., Suite 200 · Royal Oak, MI 48067 · (248) 565-3777 · Financial planningCRD 297975 · % of assets, Fixed fees · $21.9 million AUMState registeredNo commissions reportedHoover Private Wealth, LLC3123 Crooks Road · Royal Oak, MI 48073 · (248) 298-4000 · Financial planningCRD 336484 · % of assets, Fixed fees · $171.3 million AUMSEC registeredNo commissions reportedKelly Wealth Management, INC.26676 Woodward Avenue · Royal Oak, MI 48067 · (248) 262-7217 · Financial planningCRD 328386 · % of assets · $160.6 million AUMSEC registeredNo commissions reportedMoney Pickle1411 S Main Street · Royal Oak, MI 48067 · (248) 881-4288 · Flat / fixed feesCRD 325575 · Subscription fees, OtherSEC registeredNo commissions reportedRoyal Oak Financial Advisors, LLC512 N. Main Street, Ste. 100 · Royal Oak, MI 48067 · (248) 709-6134 · Financial planningCRD 290152 · % of assets, Fixed fees · $366.1 million AUMSEC registeredNo commissions reportedSw Advisors, LLC706 Woodcrest Ave · Royal Oak, MI 48067 · (248) 404-8453 · Flat / fixed feesCRD 306940 · % of assets, Fixed fees · $16.0 million AUMState registeredNo commissions reportedThrive Retirement Specialists220 S. Main St., Suite 321 · Royal Oak, MI 48067 · (833) 217-9613 · Financial planningCRD 310289 · Fixed fees · $303.9 million AUMSEC registeredNo commissions reported
Talking to advisers in Royal Oak? 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.