Fee-OnlyFinder

Advisers in Sterling Heights, MI

4 advisers in Sterling Heights — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Flat / fixed fees (3)

All advisers

Mangotree Capital, LLC6633 Eighteen Mile Road #2 · Sterling Heights, MI 48314 · (844) 626-4637 · Financial planningCRD 160552 · % of assets, Hourly charges, Fixed fees · $39.8 million AUMState registeredNo commissions reportedSmart Money Financial Advisors, LLC12900 Hall Rd. Ste. 250 · Sterling Heights, MI 48313 · (586) 262-6400 · Financial planningCRD 306937 · % of assets, Fixed fees · $80.2 million AUMState registeredNo commissions reportedSummit Financial Working With People You Trust43409 Schoenherr Road · Sterling Heights, MI 48313 · (586) 226-2100 · Financial planningCRD 126570 · % of assets, Hourly charges, Fixed fees · $219.0 million AUMSEC registeredNo commissions reportedTrinity Wealth Solutions LLC38800 Van Dyke Ave., 800 · Sterling Heights, MI 48312 · (586) 873-8156 · Financial planningCRD 324183 · % of assets · $53.1 million AUMState registeredNo commissions reported
Talking to advisers in Sterling Heights? 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.