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Financial planning in Southfield, MI

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

All 15

Advance Capital Management INCOne Towne Square, Suite 444 · Southfield, MI 48076 · (248) 350-8543 · Financial planningCRD 110767 · % of assets, Fixed fees · $5.0 billion AUMSEC registeredNo commissions reportedAntonio Stokes Advisors24445 Northwestern Hwy, Suite 115 · Southfield, MI 48075 · (877) 275-9545 · Financial planningCRD 313572 · % of assets, Hourly charges, Fixed fees · $7.9 million AUMState registeredNo commissions reportedCenter for Financial Planning INC24800 Denso Drive, Suite 300 · Southfield, MI 48033 · (248) 948-7900 · Financial planningCRD 109599 · % of assets, Fixed fees, Other · $2.0 billion AUMSEC registeredNo commissions reportedCig Asset Management, INC.One Towne Square, Suite 1850 · Southfield, MI 48076 · (248) 827-1010 · Financial planningCRD 123609 · % of assets, Fixed fees, Performance-based fees · $192.5 million AUMSEC registeredNo commissions reportedCorecap Advisors27777 Franklin Road, Suite 700 · Southfield, MI 48034 · (888) 296-3360 · Financial planningCRD 158819 · % of assets, Hourly charges, Fixed fees · $4.0 billion AUMSEC registeredNo commissions reportedEle Advisory Services, INC18700 W. 10 Mile Road, Suite 100 · Southfield, MI 48075 · (248) 356-6555 · Financial planningCRD 148228 · % of assets, Hourly charges, Fixed fees · $136.5 million AUMSEC registeredNo commissions reportedErica Hall Wealth Advisors, LLC.2000 Town Center Drive, Suite 1900 · Southfield, MI 48075 · (248) 440-7774 · Financial planningCRD 152984 · % of assets, Hourly charges, Fixed fees · $13.8 million AUMState registeredNo commissions reportedHantz Financial Services, INC.26200 American Drive, Fifth Floor · Southfield, MI 48034 · (248) 304-2855 · Financial planningCRD 46047 · % of assets, Hourly charges, Fixed fees · $10.0 billion AUMSEC registeredNo commissions reportedNew Era Investments LLC28411 Northwestern Hwy, Suite 970 · Southfield, MI 48034 · (248) 352-1951 · Financial planningCRD 312703 · % of assets, Fixed fees, Other · $29.4 million AUMState registeredNo commissions reportedPaycheck to Wealth, LLC19785 W. 12 Mile Road, Suite 505 · Southfield, MI 48076 · (248) 802-5884 · Financial planningCRD 312578 · Hourly charges, Subscription feesState registeredNo commissions reported
Plante Moran Financial Advisors3000 Town Center, Suite 100 · Southfield, MI 48075 · (248) 352-2500 · Financial planningCRD 112158 · % of assets, Hourly charges, Fixed fees · $26.9 billion AUMSEC registeredNo commissions reportedReliance Capital Holdings, LLC26211 Central Park Blvd, Suite 601 · Southfield, MI 48076 · (248) 355-9011 · Financial planningCRD 154005 · % of assets, Hourly charges · $4.9 million AUMState registeredNo commissions reportedSenstomi23077 Greenfield Rd, Suite 420 · Southfield, MI 48075 · (917) 771-7197 · Financial planningCRD 336311 · Subscription feesSEC registeredNo commissions reportedSkyoak Wealth28411 Northwestern Hwy, Suite 760 · Southfield, MI 48034 · (248) 348-6500 · Financial planningCRD 299564 · % of assets, Hourly charges, Fixed fees · $692.7 million AUMSEC registeredNo commissions reportedSterling Advisory Group LLC29777 Telegraph Road, Suite 3590-2 · Southfield, MI 48034 · (313) 765-0541 · Financial planningCRD 327855 · % of assets, Hourly charges, Fixed fees · $30.1 million AUMState registeredNo commissions reported