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

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

If you’re looking for qualified financial advisors in Troy, Michigan, FinancialAdvisor.net is a useful resource. We've compiled a list of the 3 vetted financial advisors and non-vetted financial advisors in Troy, Michigan, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Troy, Michigan have an average of 19 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 Troy, Michigan

Michael Jergens

Edelman Financial Engines, LLC

248-581-3078

Address

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

Peter Shunyia

LPL Financial/Shunyia & Co. Private Wealth Advisors

248-365-8822

Address

2050 Livernois Rd., Suite B,
Troy, MI 48083 See Details

Todd Perry

Executive Wealth Management

810-229-6446

Address

135 W North Street Ste 1,
Brighton, MI 48116 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
STRAIGHTLINE 165 Kirts Blvd., Ste 100 Troy, MI, 48084	127401	$1,002,563,047	5694	A Percentage of AUM, Fixed Fees, Other (INSURANCE COMMISSIONS)
JAY A. FISHMAN, LTD 901 Wilshire Drive, Suite 555 Troy, MI, 48084-4108	105609	$781,898,399	446	A Percentage of AUM
WILLIAM MACK & ASSOCIATES INC 1301 W. Long Lake Rd., Suite 115, Troy, MI, 48098	107377	$649,371,000	846	A Percentage of AUM, Hourly charges
ISTO ADVISORS, LLC 2150 Butterfield Drive, Suite 220 Troy, MI, 48084	284560	$641,139,569	2283	A Percentage of AUM, Hourly charges, Fixed Fees
BARON WEALTH MANAGEMENT, LLC 3150 Livernois Road, Suite 250 Troy, MI, 48083	153117	$498,764,977	541	A Percentage of AUM, Hourly charges, Fixed Fees
ARBOR WEALTH ADVISORS LLC 101 West Big Beaver Road, Suite 1400 Troy, MI, 48084	169570	$443,165,244	266	Hourly charges, Fixed Fees
SECURE ASSET MANAGEMENT, L.L.C. 2565 West Maple Rd, Troy, MI, 48084	144046	$439,981,505	2376	A Percentage of AUM, Fixed Fees, Other (SOLICITOR FOR 3RD PARTY MONEY MANAGERS)
MKD WEALTH COACHES, LLC 1301 W. Long Lake Road, Suite 210 Troy, MI, 48098	144994	$309,390,268	1055	A Percentage of AUM, Hourly charges, Fixed Fees
SS&H FINANCIAL ADVISORS, INC. 50 W Big Beaver Rd Suite 225, Troy, MI, 48084	112256	$260,127,993	228	A Percentage of AUM, Hourly charges, Fixed Fees
FINANCIAL SERVICES OF AMERICA ADVISORS 50 W Big Beaver Rd Suite 500, Troy, MI, 48084	286251	$214,395,285	1455	A Percentage of AUM, Hourly charges, Fixed Fees, Other (SELECTION OF OTHER ADVISOR FEES)
MILLER CAPITAL 1441 W. Long Lake, Suite 100 Troy, MI, 48098	124489	$190,997,206	173	A Percentage of AUM, Hourly charges, Fixed Fees
FIRSTMETRIC 200 E. Big Beaver Rd, Troy, MI, 48083	289483	$187,919,069	233	Fixed Fees
J2 CAPITAL MANAGEMENT, INC. 1301 W Long Lake Rd, Suite 260 Troy, MI, 48098	152964	$161,401,813	1134	A Percentage of AUM, Hourly charges, Other (SUBADVISER FEES)
SPECTRUM FINANCIAL RESOURCES 6915 Rochester Rd., Ste 200, Troy, MI, 48085	127453	$156,882,480	962	A Percentage of AUM, Hourly charges, Fixed Fees, Other (REFERRAL FEES FROM THIRD-PARTY MANAGERS)
CONFIDENTIAL MANAGEMENT ADVISORS, INC. 1700 West Big Beaver, Suite 320 Troy, MI, 48084	125936	$131,266,076	107	A Percentage of AUM, Hourly charges, Fixed Fees

Select other cities around Troy, 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 Troy, Michigan

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

List of Qualified Financial Advisors in Troy, Michigan

Michael Jergens

Edelman Financial Engines, LLC

Address

Peter Shunyia

LPL Financial/Shunyia & Co. Private Wealth Advisors

Address

Todd Perry

Executive Wealth Management

Address

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

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

Frequently Asked Questions

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

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