Fee-OnlyFinder

Hourly fees in Traverse City, MI

10 advisers in Traverse City offering hourly fees. Firms that report charging hourly fees (Item 5.E(2)) — useful if you want advice without handing over your assets.

All 10

Falconer 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 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 reportedOptimal 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 reported