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

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

If you’re looking for qualified financial advisors in Portage, Michigan, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and 8 non-vetted financial advisors in Portage, Michigan, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Portage, Michigan have an average of 0 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 Portage, Michigan

Edelman Financial Engines, LLC

877-208-7414

Address

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

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
ZHANG FINANCIAL 5931 Oakland Dr., Portage, MI, 49024	159257	$6,034,201,776	6475	A percentage of AUM, Hourly charges, Fixed fees
LVM CAPITAL MANAGEMENT LTD 7840 Moorsbridge Road, Portage, MI, 49024	111039	$1,176,147,625	1344	A percentage of AUM, Hourly charges, Fixed fees
BRIGHT FINANCIAL ADVISORS, INC. 450 W. Centre Avenue, Suite C Portage, MI, 49024	107931	$570,094,623	2495	A percentage of AUM, Hourly charges, Fixed fees
JOHN A. WOLFE & ASSOCIATES, INC. 440 West Centre Avenue, Suite 4 Portage, MI, 49024-5357	110799	$534,664,000	1238	A percentage of AUM, Fixed fees
CAHILL WEALTH MANAGEMENT, LLC 5831 Oakland Drive, Portage, MI, 49024	134508	$442,120,607	1064	A percentage of AUM, Hourly charges
626 FINANCIAL, LLC 7950 Moorsbridge Road, Suite 104 Portage, MI, 49024	306474	$326,426,686	1179	A percentage of AUM
PPS & V ASSET MANAGEMENT CONSULTANTS INC 2750 Old Centre Ave, Suite 100 Portage, MI, 49024	110491	$228,030,487	567	A percentage of AUM
HAVERDINK FINANCIAL MANAGEMENT, LLC 440 W. Centre Avenue, Suite 5 Portage, MI, 49024-5373	131236	$191,272,000	463	A percentage of AUM, Hourly charges, Fixed fees

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