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.

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.

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.

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.

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.

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

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

If you’re looking for qualified financial advisors in Southfield, Michigan, FinancialAdvisor.net is a useful resource. We've compiled a list of the 7 vetted financial advisors and 12 non-vetted financial advisors in Southfield, Michigan, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Southfield, Michigan have an average of 12 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 Southfield, Michigan

Joseph Dallo

Dallo Financial

248-914-8146

Address

31731 Northwestern Hwy, Suite 261W,
Farmington, MI 48334 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

39555 Orchard Hill Place,
Suite 365,
Novi Township, MI 48375 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

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

Edelman Financial Engines, LLC

877-208-7414

Address

39775 Traditions Drive,
Suite D-800,
Northville, MI 48168 See Details

Robert Lamm

Prudential

248-259-2490

Address

2701 Cambridge Court, Suite 401,
Auburn Hills, MI 48326 See Details

Todd Perry

EP Wealth Advisors

810-229-6446

Address

135 W North Street,
Brighton, MI 48116 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

2950 South State Street,
Suite 250,
Ann Arbor, MI 48104 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
PLANTE MORAN FINANCIAL ADVISORS 3000 Town Center, Suite 100 Southfield, MI, 48075	112158	$20,526,058,796	17010	A percentage of AUM, Hourly charges, Fixed fees
HANTZ FINANCIAL SERVICES, INC. 26200 American Drive, Fifth Floor Southfield, MI, 48034	46047	$6,388,759,865	112547	A percentage of AUM, Hourly charges, Fixed fees
ADVANCE CAPITAL MANAGEMENT INC One Towne Square, Suite 444 Southfield, MI, 48076	110767	$4,023,482,795	14038	A percentage of AUM, Fixed fees
CORECAP ADVISORS 27777 Franklin Road, Suite 700 Southfield, MI, 48034	158819	$2,467,486,750	8713	A percentage of AUM, Hourly charges, Fixed fees
CENTER FOR FINANCIAL PLANNING INC 24800 Denso Drive, Suite 300 Southfield, MI, 48033-7470	109599	$1,558,325,820	3992	A percentage of AUM, Hourly charges, Fixed fees, Other (THIRD PARTY ADVISER/MANAGER FEES)
PENINSULA CAPITAL PARTNERS, L.L.C. One Towne Square, Suite 1400 Southfield, MI, 48076	157354	$848,017,000	3	A percentage of AUM, Performance Based
SKYOAK WEALTH 28411 Northwestern Hwy, Suite 760 Southfield, MI, 48034	299564	$601,394,803	1207	A percentage of AUM, Hourly charges, Fixed fees
PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS 3000 Town Center, Suite 100, Southfield, MI, 48075	323718	$268,055,453	1	A percentage of AUM, Hourly charges
TRM ADVISORS LP 1 Towne Square, Suite 1570 Southfield, MI, 48076	321278	$165,994,000	2	A percentage of AUM, Performance Based
CIG ASSET MANAGEMENT, INC. One Towne Square, Suite 1850 Southfield, MI, 48076	123609	$135,208,823	425	A percentage of AUM, Fixed fees, Performance Based
KELLY WEALTH MANAGEMENT, INC. 29100 Northwestern Highway, Suite 320 Southfield, MI, 48034	328386	$112,692,652	815	A percentage of AUM
ELE ADVISORY SERVICES, INC 18700 W. 10 Mile Road, Suite 100 Southfield, MI, 48075	148228	$99,892,397	1313	A percentage of AUM, Hourly charges, Fixed fees

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Find The Best Financial Advisors in Southfield, Michigan

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

List of Qualified Financial Advisors in Southfield, Michigan

Joseph Dallo

Dallo Financial

Address

Edelman Financial Engines, LLC

Address

Edelman Financial Engines, LLC

Address

Edelman Financial Engines, LLC

Address

Robert Lamm

Prudential

Address

Todd Perry

EP Wealth Advisors

Address

Edelman Financial Engines, LLC

Address

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

Select other cities around Southfield, 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 Southfield, Michigan
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy