DIRECTORY OF REGISTERED ADVISORS

National Coverage
Local Professionals

Home > Financial Advisors > michigan > bloomfield hills

Find The Best Financial Advisors in Bloomfield Hills, Michigan

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Bloomfield Hills is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Bloomfield Hills & pick the one as per your needs

How To Find The Best Financial Advisors in Bloomfield Hills, Michigan
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Bloomfield Hills, Michigan, FinancialAdvisor.net is a useful resource. We've compiled a list of the 3 vetted financial advisors and non-vetted financial advisors in Bloomfield Hills, Michigan, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Bloomfield Hills, Michigan have an average of 19 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Bloomfield Hills, Michigan

Michael Jergens

Edelman Financial Engines, LLC

248-581-3078

Address

201 West Big Beaver Road,
Suite 950,
Troy, MI 48084 See Details

Peter Shunyia

LPL Financial/Shunyia & Co. Private Wealth Advisors

248-365-8822

Address

2050 Livernois Rd., Suite B,
Troy, MI 48083 See Details

Todd Perry

Executive Wealth Management

810-229-6446

Address

135 W North Street Ste 1,
Brighton, MI 48116 See Details

Top Financial Advisor Firms in Bloomfield Hills, Michigan (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
YOUSIF CAPITAL MANAGEMENT, LLC 39533 Woodward Ave, Suite 100 Bloomfield Hills, MI, 48304	312511	$12,103,858,871	332	A Percentage of AUM
SCHWARTZ & CO. 3707 W. Maple Rd, Ste 201 Bloomfield Hills, MI, 48301	7294	$6,330,452,360	1112	A Percentage of AUM, Fixed Fees, Commission Based
AZIMUTH CAPITAL MANAGEMENT 200 East Long Lake Road, Suite 160 Bloomfield Hills, MI, 48304	319062	$3,084,396,965	1503	A Percentage of AUM, Fixed Fees, Other (REVENUE SHARING WITH OUR AFFILIATES FTCS AND FRS)
FLEXIBLE PLAN INVESTMENTS LTD 3883 Telegraph Rd, Ste 100 Bloomfield Hills, MI, 48302-1432	110762	$1,564,181,995	16052	A Percentage of AUM, Other (SUBSCRIPTION FEES ANNUITY PRICE CENTER)
DIVERSIFIED PORTFOLIOS, INC. 39520 Woodward Avenue, Suite 200 Bloomfield Hills, MI, 48304	108942	$1,253,461,496	1844	A Percentage of AUM
O2 INVESTMENT PARTNERS, L.P. 40900 Woodward Ave, Suite #200 Bloomfield Hills, MI, 48304-5116	291435	$1,138,884,124	12	A Percentage of AUM, Performance Based
GREYSTONE FINANCIAL GROUP, LLC 665 Hulet Dr., Bloomfield Hills, MI, 48302-0324	306595	$1,074,889,128	1879	A Percentage of AUM, Fixed Fees
INTEGRATED INVESTMENT CONSULTANTS, LLC 40950 Woodward Ave., Suite 350, Bloomfield Hills, MI, 48304	175299	$779,631,288	183	A Percentage of AUM, Fixed Fees, Other (INSURANCE COMPENSATION)
LSIA 39533 Woodward Avenue, Suite 307 Bloomfield Hills, MI, 48304-5106	146829	$735,613,415	344	A Percentage of AUM
ALIDADE CAPITAL, LLC 40900 Woodward Avenue, Suite 250 Bloomfield Hills, MI, 48304	165341	$688,326,672	3	A Percentage of AUM, Performance Based
CRANBROOK WEALTH MANAGEMENT, LLC 36330 Woodward Avenue, Suite 200 Bloomfield Hills, MI, 48304	132058	$676,302,366	863	A Percentage of AUM, Fixed Fees
LIFECYCLE FINANCIAL PLANNERS INC. 40950 Woodward Avenue, Suite 140 Bloomfield Hills, MI, 48304	290250	$535,722,941	3991	Fixed Fees
NORTHERN FINANCIAL ADVISORS, INC 74 E. Long Lake Rd., Suite 200 Bloomfield Hills, MI, 48304	121088	$507,784,808	2175	Fixed Fees
GAINPLAN LLC 800 W. Long Lake Road, Suite 100 Bloomfield Hills, MI, 48302	174427	$319,391,425	1442	A Percentage of AUM, Hourly charges, Fixed Fees
NANTUCKET MULTI MANAGERS, LLC 40950 Woodward- Ste 307, Bloomfield Hills, MI, 48304	129024	$278,771,985	3	A Percentage of AUM, Performance Based, Other (ANNUAL MANAGEMENT FEES BASED ON AUM (TO CLARIFY E(1))

Select other cities around Bloomfield Hills, Michigan to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

How can I pick a good financial advisor?

What's the difference between a financial planner and a financial advisor?

How much money should I have before getting a financial advisor?

What type of financial advisor do I need?

Find an Advisor
It's Fast, Free & Easy

Your Information is Safe and Secure

Since 1998

FIND AND COMPARE
TOP FINACIAL
ADVISORS MATCHED
TO YOUR NEEDS

A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR

Get Matched With Advisors

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Find The Best Financial Advisors in Bloomfield Hills, Michigan

How To Find The Best Financial Advisors in Bloomfield Hills, MichiganLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Bloomfield Hills, Michigan

Michael Jergens

Edelman Financial Engines, LLC

Address

Peter Shunyia

LPL Financial/Shunyia & Co. Private Wealth Advisors

Address

Todd Perry

Executive Wealth Management

Address

Top Financial Advisor Firms in Bloomfield Hills, Michigan (Ranked by AUM)

Select other cities around Bloomfield Hills, Michigan to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Bloomfield Hills, Michigan
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy