Find a Financial Advisor in Fenton, MI

 

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We did the hard work of finding trustworthy partners in Fenton, MI.

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We Only Work With The Best Fenton Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Fenton, MI


  • Financial Advisor Close to Fenton, MI

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Fenton, MI


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Fenton, MI

We evaluated over 13,000 RIA firms to bring you the best of the best Fenton financial advisors.
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How Retirement-Friendly is Fenton, MI?

  • Population: 11,375
  • % of Population 62 Years and Over: 20.5%
  • Average Home Value: $146,800
  • Average Monthly Housing Cost: $1,047
  • Average Household Income: $68,905
  • Michigan Total Tax Burden: 8.34% (24th Highest in U.S.)
  • Michigan Property Tax: 3.02% (19th Highest in U.S.)
  • Michigan Individual Income Tax: 2.23% (20th Lowest in U.S.)
  • Michigan Sales and Excise Tax: 3.09% (18th Lowest in U.S.)



The Top Financial Advisor Firms in Fenton, MI

 

SAPPHIRE BLUE INVESTMENT PARTNERS

Website

(810) 714-9456

12272 N. Fenton Road,
Suite 7
Fenton, MI 48430

SEC#: 801-116916
Years in Business: 2 years

KAYDAN WEALTH MANAGEMENT, INC.

Website

(810) 593-1624

329 W. Silver Lake Rd.

Fenton, MI 48430

SEC#: 801-119365
Years in Business: 1 years

IHT WEALTH MANAGEMENT LLC

Website

(855) 295-2828

3271 Silver Lake Road
Unit #8
Fenton, MI 48430

SEC#: 801-79769
Years in Business: 7 years

IHT WEALTH MANAGEMENT LLC

Website

(855) 295-2828

3271 Silver Lake Road
Unit #8
Fenton, MI 48430

SEC#: 801-79769
Years in Business: 7 years

IHT WEALTH MANAGEMENT LLC

Website

(855) 295-2828

3271 Silver Lake Road
Unit #8
Fenton, MI 48430

SEC#: 801-79769
Years in Business: 7 years

IHT WEALTH MANAGEMENT LLC

Website

(855) 295-2828

3271 Silver Lake Road
Unit #8
Fenton, MI 48430

SEC#: 801-79769
Years in Business: 7 years

IHT WEALTH MANAGEMENT LLC

Website

(855) 295-2828

3271 Silver Lake Road
Unit #8
Fenton, MI 48430

SEC#: 801-79769
Years in Business: 7 years

ACORN WEALTH ADVISORS, LLC

Website

(810) 287-3167

405 S. Leroy St.

Fenton, MI 48430

SEC#: 801-79211
Years in Business: 7 years

SUMMIT FINANCIAL GROUP INC

Website

(810) 714-9456

12272 Fenton Rd
Ste 7
Fenton, MI 48430

SEC#: 801-56645
Years in Business: 22 years

 


Fenton, MI Financial Advisor FAQs

A financial advisor provides services to investors who need help in making investment decisions, broadly managing their portfolio for long-term objectives.
You may need a financial advisor if you are an individual tax payer with adjusted gross income of more than $200,000 or more.
If you're going to hire a financial advisor for yourself, it's important that they have a credible professional designation.
An adviser usually receives compensation from three different sources: commissions on purchases made by clients, fees for providing advice and/or investment education, and profit-sharing on funds they manage.