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Financial planning in Traverse City, MI

14 advisers in Traverse City offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 14

Black Walnut Wealth Management13919 S W Bay Shore Dr, Suite 104 · Traverse City, MI 49684 · (231) 421-7711 · Financial planningCRD 337606 · % of assets, Fixed fees · $136.8 million AUMSEC registeredNo commissions reportedBlueprint Partners LLC10238 E Cherry Bend Rd · Traverse City, MI 49684 · (231) 668-4147 · Financial planningCRD 312902 · % of assets, Fixed fees · $292.9 million AUMSEC registeredNo commissions reportedFalconer Group810 Cottageview Drive, Suite 103 · Traverse City, MI 49684 · (231) 392-1710 · Financial planningCRD 124166 · % of assets, Hourly charges · $36.8 million AUMState registeredNo commissions reportedFront Street Wealth Management310 W. Front Street Suite 403 · Traverse City, MI 49684 · (231) 947-3775 · Financial planningCRD 125219 · % of assets, Hourly charges, Fixed fees · $97.2 million AUMState registeredNo commissions reportedHemming& Wealth Management, INC.600 E. Front Street, Suite 201 · Traverse City, MI 49686 · (231) 922-2900 · Financial planningCRD 300918 · % of assets, Hourly charges, Fixed fees · $292.6 million AUMSEC registeredNo commissions reportedIndependent Wealth Management, LLC236 1/2 E. Front St · Traverse City, MI 49684 · (231) 929-1086 · Financial planningCRD 124242 · % of assets, Hourly charges, Fixed fees · $203.0 million AUMSEC registeredNo commissions reportedIsadore Private Wealth, LLC13561 S. West Bay Shore Dr., Suite 200 · Traverse City, MI 49684 · (231) 922-9905 · Financial planningCRD 172107 · % of assets, Hourly charges, Fixed fees · $11.6 million AUMState registeredNo commissions reportedIsadore Retirement Group, LLC13561 S. West Bay Shore Dr., Ste. 200 · Traverse City, MI 49684 · (231) 922-9905 · Financial planningCRD 288425 · % of assets, Hourly charges, Fixed fees · $6.6 million AUMState registeredNo commissions reportedLegacy Financial Services Group, INC.10691 East Carter Road, Suite 101 · Traverse City, MI 49684 · (231) 933-0631 · Financial planningCRD 140514 · % of assets · $122.8 million AUMSEC registeredNo commissions reportedOld Mission Investment Company, LLC880 Munson Avenue, Suite B · Traverse City, MI 49686 · (231) 929-4100 · Financial planningCRD 140381 · % of assets, Hourly charges, Fixed fees · $929.0 million AUMSEC registeredNo commissions reported
Optimal Capital Advisors, LLC12935 Sw Bayshore Dr, Suite 305 · Traverse City, MI 49684 · (231) 933-4677 · Financial planningCRD 144719 · % of assets, Hourly charges, Fixed fees · $119.9 million AUMSEC registeredNo commissions reportedStonepath Wealth Management134 W State Street, Suite 200 · Traverse City, MI 49684 · (231) 668-6999 · Financial planningCRD 328977 · % of assets, Hourly charges, Fixed fees · $299.5 million AUMSEC registeredNo commissions reportedTremonte Financial Consultants1014 6th Street, Suite 101 · Traverse City, MI 49684 · (231) 486-6050 · Financial planningCRD 298562 · % of assets, Hourly charges, Fixed fees · $63.4 million AUMState registeredNo commissions reportedUp North Financial, LLC223 East State Street, Suite 200 · Traverse City, MI 49684 · (231) 929-9300 · Financial planningCRD 150996 · % of assets, Fixed fees · $203.8 million AUMSEC registeredNo commissions reported