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Find The Best Financial Advisors in Kalamazoo, 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 Kalamazoo is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Kalamazoo & pick the one as per your needs

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

If you’re looking for qualified financial advisors in Kalamazoo, Michigan, FinancialAdvisor.net is a useful resource. We've compiled a list of the 3 vetted financial advisors and non-vetted financial advisors in Kalamazoo, Michigan, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Kalamazoo, Michigan have an average of 31 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 Kalamazoo, Michigan

Allworth Financial

888-242-6766

Address

4320 44th Street SW, Suite 102,
Grandville, MI 49418 See Details

Mark Ligeski

Edelman Financial Engines, LLC

248-468-1862

Address

5510 Cascade Rd SE,
Suite 280,
Grand Rapids, MI 49546 See Details

Lifeworks

616-200-6512

Address

4095 Park E Ct SE STE C,
Grand Rapids, MI 49546 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
CWS FINANCIAL ADVISORS LLC 405 West Michigan Avenue, Suite 110 Kalamazoo, MI, 49007	297000	$988,545,959	2102	A Percentage of AUM, Hourly charges, Fixed Fees
ARCADIA INVESTMENT MANAGEMENT CORP 125 South Kalamazoo Mall, Ste 306, Kalamazoo, MI, 49007	104867	$503,767,971	333	A Percentage of AUM, Fixed Fees
WOLFF FINANCIAL MANAGEMENT LLC 5938 Venture Park Drive, Kalamazoo, MI, 49009	283239	$409,764,074	1064	A Percentage of AUM
TRUNORTH CAPITAL MANAGEMENT, LLC 1090 North 10th Street, Suite 210 Kalamazoo, MI, 49009	165285	$294,630,787	726	A Percentage of AUM, Fixed Fees
LONG ROAD INVESTMENT COUNSEL, LLC 107 W. Michigan Ave, Suite 804 Kalamazoo, MI, 49007-3946	171343	$252,905,000	111	A Percentage of AUM
N.V.N.G. INVESTMENTS, INC. 555 Crosstown Parkway, Suite 405 Kalamazoo, MI, 49008-1982	107446	$172,862,677	43	A Percentage of AUM
CLEAR RIDGE WEALTH MANAGEMENT, LLC 259 E. Michigan Avenue, Suite 105 Kalamazoo, MI, 49007	172689	$154,133,079	340	A Percentage of AUM, Hourly charges, Fixed Fees
GASAWAY INVESTMENT ADVISORS, INC. 7110 Stadium Drive, Kalamazoo, MI, 49009	123807	$134,452,708	718	A Percentage of AUM, Hourly charges, Fixed Fees
DAUS FINANCIAL GROUP, LLC 487 South Drake Road, Suite A Kalamazoo, MI, 49009	323054	$120,000,000	575	A Percentage of AUM, Hourly charges, Fixed Fees
BREAKWATER CAPITAL 251 N Rose Street Suite 200, Kalamazoo, MI, 49007	172498	$114,501,925	416	A Percentage of AUM, Hourly charges

Select other cities around Kalamazoo, 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?

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Find The Best Financial Advisors in Kalamazoo, Michigan

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

List of Qualified Financial Advisors in Kalamazoo, Michigan

Allworth Financial

Address

Mark Ligeski

Edelman Financial Engines, LLC

Address

Lifeworks

Address

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

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

Frequently Asked Questions

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

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