Fee-OnlyFinder

Advisers in Waterford, MI

2 advisers in Waterford — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Financial Freedom House6515 Highland Rd, Suite 240 · Waterford, MI 48327 · (248) 673-2900 · Financial planningCRD 123430 · % of assets, Hourly charges, Fixed fees · $212.9 million AUMSEC registeredNo commissions reportedZ Advisory Innovations7655 Highland Rd, Suite 203 · Waterford, MI 48327 · (248) 886-8190 · % of assets managedCRD 331792 · % of assets · $13.5 million AUMState registeredNo commissions reported
Talking to advisers in Waterford? 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.