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Financial planning in Troy, MI

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

All 34

Arbor Wealth Advisors LLC801 W Big Beaver Road, Suite 300 · Troy, MI 48084 · (855) 927-2679 · Financial planningCRD 169570 · Hourly charges, Fixed fees · $657.7 million AUMSEC registeredNo commissions reportedAsset Preservation Capital, LTD3331 W. Big Beaver Rd, Suite 118 · Troy, MI 48084 · (248) 649-4759 · Financial planningCRD 305899 · % of assets, Fixed fees · $18.5 million AUMState registeredNo commissions reportedAssociation Financial Services, LLC755 West Big Beaver Road, Suite # 2020 · Troy, MI 48084 · (800) 943-8804 · Financial planningCRD 287975 · % of assets, Hourly charges, Fixed fees · $4.0 million AUMState registeredNo commissions reportedBarking Sands Capital101 W. Big Beaver Rd., Suite 1400 · Troy, MI 48084 · (248) 687-1040 · Financial planningCRD 141907 · % of assets, Hourly charges, Fixed fees · $45.0 million AUMState registeredNo commissions reportedBaron Wealth Management, LLC1441 W. Long Lake Road, Suite 240 · Troy, MI 48098 · (248) 251-0161 · Financial planningCRD 153117 · % of assets, Hourly charges, Fixed fees · $846.8 million AUMSEC registeredNo commissions reportedBridgewise Wealth Management2041 E Square Lake Rd, Suite 400 · Troy, MI 48085 · (248) 266-1187 · Financial planningCRD 332837 · % of assets, Hourly charges, Fixed fees · $35.6 million AUMState registeredNo commissions reportedCalvert Planning Corporation2950 W. Square Lake Road, Suite 110 · Troy, MI 48098 · (248) 723-3322 · Financial planningCRD 124524 · % of assets, Hourly charges, Fixed fees · $18.7 million AUMState registeredNo commissions reportedCarrera Capital Advisors901 Wilshire Drive, Suite 565 · Troy, MI 48084 · (248) 362-5009 · Financial planningCRD 330834 · % of assets, Hourly charges, Fixed fees · $968.7 million AUMSEC registeredNo commissions reportedCity Center Advisors, LLC140 West Maple Road · Troy, MI 48084 · (888) 267-1321 · Financial planningCRD 203513 · % of assets, Hourly charges, Other · $187.1 million AUMSEC registeredNo commissions reportedConfidential Management Advisors, INC.1700 West Big Beaver, Suite 320 · Troy, MI 48084 · (248) 540-7511 · Financial planningCRD 125936 · % of assets, Hourly charges, Fixed fees · $161.9 million AUMSEC registeredNo commissions reported
Epi Financial Group5700 Crooks Rd., Suite 340 · Troy, MI 48098 · (248) 281-1500 · Financial planningCRD 174160 · % of assets, Other · $9.2 million AUMState registeredNo commissions reportedFirstmetric200 E. Big Beaver Rd · Troy, MI 48083 · (248) 817-8919 · Financial planningCRD 289483 · Fixed fees · $272.1 million AUMSEC registeredNo commissions reportedFsa Advisors, INC.50 W Big Beaver Rd Suite 500 · Troy, MI 48084 · (800) 977-9292 · Financial planningCRD 286251 · % of assets, Hourly charges, Fixed fees · $573.4 million AUMSEC registeredNo commissions reportedGk Private Wealth Partners LLC5600 New King Drive, Suite 300 · Troy, MI 48098 · (248) 404-2766 · Financial planningCRD 326647 · % of assets, Hourly charges, Fixed fees · $17.1 million AUMState registeredNo commissions reportedGlobal Financial Planning Group, LLC900 Wilshire Drive, Suite 385 · Troy, MI 48084 · (248) 643-4820 · Financial planningCRD 114803 · % of assets, Hourly charges, Fixed fees · $135.3 million AUMSEC registeredNo commissions reportedGlobal Wealth Advisors LLC200 East Big Beaver Road · Troy, MI 48083 · (248) 457-4555 · Financial planningCRD 139101 · % of assets, Hourly charges, Fixed fees · $102.0 million AUMState registeredNo commissions reportedIsto Advisors, LLC2150 Butterfield Drive, Suite 220 · Troy, MI 48084 · (248) 458-1100 · Financial planningCRD 284560 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedJ2 Capital Management, INC.1301 W Long Lake Rd, Suite 260 · Troy, MI 48098 · (248) 641-4444 · Financial planningCRD 152964 · % of assets, Hourly charges, Other · $195.7 million AUMSEC registeredNo commissions reportedLineguard Investments, LLC101 W. Big Beaver Road, Suite 1400 · Troy, MI 48084 · (248) 687-1110 · Financial planningCRD 156618 · % of assets · $42.4 million AUMState registeredNo commissions reportedM1 Capital Management LLC200 E Big Beaver Rd, Ste 132 · Troy, MI 48083 · (248) 556-4600 · Financial planningCRD 158269 · % of assets, Fixed fees · $450.4 million AUMSEC registeredNo commissions reportedMiller Capital5600 New King Drive, Suite 220 · Troy, MI 48098 · (248) 901-1650 · Financial planningCRD 124489 · % of assets, Hourly charges, Fixed fees · $311.6 million AUMSEC registeredNo commissions reportedMkd Wealth1301 W. Long Lake Road, Suite 210 · Troy, MI 48098 · (248) 418-5100 · Financial planningCRD 144994 · % of assets, Hourly charges, Fixed fees · $505.7 million AUMSEC registeredNo commissions reportedParagon Retirement Planning, INC.50 W Big Beaver Rd, Ste. 410 · Troy, MI 48084 · (248) 457-4570 · Financial planningCRD 284630 · % of assets, Fixed fees · $75.0 million AUMState registeredNo commissions reportedSavings Coach, LLC755 W. Big Beaver Rd, Suite 101 · Troy, MI 48084 · (248) 246-1580 · Financial planningCRD 142756 · % of assets, Hourly charges, Fixed fees · $12.8 million AUMState registeredNo commissions reportedSecure Asset Management, L.L.C.2565 West Maple Rd · Troy, MI 48084 · (248) 414-1562 · Financial planningCRD 144046 · % of assets, Fixed fees, Other · $870.6 million AUMSEC registeredNo commissions reportedSpectrum Financial Resources1661 W. Big Beaver · Troy, MI 48084 · (248) 643-0033 · Financial planningCRD 127453 · % of assets, Hourly charges, Fixed fees · $235.3 million AUMSEC registeredNo commissions reportedStalt Financial, LLC5700 Crooks, Suite 212 · Troy, MI 48098 · (248) 733-4344 · Financial planningCRD 330522 · % of assets, Hourly charges, Fixed fees · $21.1 million AUMState registeredNo commissions reportedStraightline165 Kirts Blvd., Ste 100 · Troy, MI 48084 · (248) 269-8366 · Financial planningCRD 127401 · % of assets, Fixed fees, Other · $1.2 billion AUMSEC registeredNo commissions reportedTaylor & Morgan Asset Management, LLC D/B/A Tm Advisors, L3150 Livernois Rd., Suite 175 · Troy, MI 48083 · (248) 688-9399 · Financial planningCRD 156177 · % of assets, Hourly charges · $512.5 million AUMSEC registeredNo commissions reportedVertrix Wealth Management, LLC1909 East Big Beaver · Troy, MI 48083 · (248) 602-0555 · Financial planningCRD 339547 · % of assets, Fixed fees · $343.2 million AUMSEC registeredNo commissions reportedVima, LLC46 East Square Lake Rd. · Troy, MI 48085 · (248) 526-6700 · Financial planningCRD 148833 · % of assets, Hourly charges, Fixed fees · $229.5 million AUMSEC registeredNo commissions reportedVisionquest Financial Planning LLC200 E. Big Beaver · Troy, MI 48083 · (248) 619-3978 · Financial planningCRD 123402 · Fixed feesState registeredNo commissions reportedWilliam Mack & Associates INC1301 W. Long Lake Rd., Suite 115 · Troy, MI 48098 · (248) 643-4310 · Financial planningCRD 107377 · % of assets, Hourly charges · $1.0 billion AUMSEC registeredNo commissions reportedWittenberg Investments INC.830 Kirts Blvd, Suite 305 · Troy, MI 48084 · (248) 202-4470 · Financial planningCRD 297615 · % of assets, Hourly charges · $89.3 million AUMState registeredNo commissions reported