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Find The Best Financial Advisors in Okemos, Michigan

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 Okemos is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Okemos & pick the one as per your needs

How To Find The Best Financial Advisors in Okemos , Michigan

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Okemos, Michigan, FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and 2 non-vetted financial advisors in Okemos, Michigan, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Okemos, Michigan have an average of 20 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 Okemos , Michigan

advisor

Todd Perry

EP Wealth Advisors

call810-229-6446

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

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
FINANCIAL STRATEGIES GROUP, INC
2270 Jolly Oak Road., Suite 2,
Okemos, MI, 48864
289054 $468,613,399 3111 A percentage of AUM, Hourly charges, Fixed fees
CORNERSTONE WEALTH PARTNERS, LLC
2525 Jolly Road, Suite 200,
Okemos, MI, 48864
146602 $750 2 A percentage of AUM, Fixed fees, Other (COADVISOR FEES)

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