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

How To Find The Best Financial Advisors in Traverse City, Michigan

Last Updated - 13-Jun-2023

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

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

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
OLD MISSION INVESTMENT COMPANY, LLC
880 Munson Avenue, Suite B
Traverse City, MI, 49686
140381 $602,228,739 1678 A Percentage of AUM, Hourly charges, Fixed Fees
CENTENNIAL WEALTH ADVISORY, LLC
701 Third Street,
Traverse City, MI, 49684
138054 $230,439,282 2337 A Percentage of AUM, Fixed Fees
HEMMING& WEALTH MANAGEMENT, INC.
600 E. Front Street, Suite 201
Traverse City, MI, 49686
300918 $177,706,887 1508 A Percentage of AUM, Hourly charges, Fixed Fees
BLUEPRINT PARTNERS LLC
10238 E Cherry Bend Rd,
Traverse City, MI, 49684
312902 $155,000,000 606 A Percentage of AUM, Fixed Fees
INDEPENDENT WEALTH MANAGEMENT, LLC
236 1/2 E. Front St,
Traverse City, MI, 49684
124242 $139,188,444 516 A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITOR FEES FOR ASSETS MANAGED BY OTHER INVESTMENT ADVISORS)
UP NORTH FINANCIAL, LLC
223 East State Street, Suite 200
Traverse City, MI, 49684
150996 $128,507,098 922 A Percentage of AUM, Fixed Fees
OPTIMAL CAPITAL ADVISORS, LLC
12935 Sw Bayshore Dr, Suite 305
Traverse City, MI, 49684
144719 $113,819,254 307 A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Performance Based

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