Find a Financial Advisor in Traverse City, MI

 

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

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We Only Work With The Best Traverse City 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 Traverse City, MI


  • Financial Advisor Close to Traverse City, 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 Traverse City, 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 Traverse City, MI

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

  • Population: 15,570
  • % of Population 62 Years and Over: 26%
  • Average Home Value: $269,200
  • Average Monthly Housing Cost: $1,001
  • Average Household Income: $83,657
  • 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 Traverse City, MI

 

LEJEUNE PUETZ INVESTMENT COUNSEL

Website

(231) 922-0525

13721 Sw Bay Shore Drive

Traverse City, MI 49684

SEC#: 801-54913
Years in Business: 24 years

HEMMING& WEALTH MANAGEMENT, INC.

Website

(231) 922-2900

600 E. Front Street
Suite 201
Traverse City, MI 49686

SEC#: 801-114962
Years in Business: 2 years

OPTIMAL CAPITAL ADVISORS, LLC

Website

(231) 933-4677

12935 Sw Bayshore Dr
Suite 305
Traverse City, MI 49684

SEC#: 801-68219
Years in Business: 14 years

OLD MISSION INVESTMENT COMPANY, LLC

Website

(231) 929-4100

880 Munson Avenue
Suite B
Traverse City, MI 49686

SEC#: 801-66666
Years in Business: 15 years

CENTENNIAL WEALTH ADVISORY, LLC

Website

(231) 995-9575

701 Third Street

Traverse City, MI 49684

SEC#: 801-113464
Years in Business: 3 years

DYNAMIC ADVISOR SOLUTIONS LLC

Website

(231) 421-7711

13919 S. West Bay Shore Drive
Suite 106
Traverse City, MI 49684

SEC#: 801-72203
Years in Business: 10 years

DYNAMIC ADVISOR SOLUTIONS LLC

Website

(231) 486-5924

818 Red Drive
Suite 210
Traverse City, MI 49684

SEC#: 801-72203
Years in Business: 10 years

MERCER GLOBAL ADVISORS INC.

Website

(888) 565-1681

111 Cass Street

Traverse City, MI 49684

SEC#: 801-69271
Years in Business: 13 years

HIGHTOWER ADVISORS, LLC

Website

(231) 941-7130

10850 E Traverse Highway
Suite 3350
Traverse City, MI 49684

SEC#: 801-69625
Years in Business: 13 years

 


Traverse City, MI Financial Advisor FAQs

Get information about their qualifications, services they can provide, and fee structure.
There is no definite cost. It depends on the type of advisor, their licensing requirements, and what state you're in.
Before committing to a financial advisor, ask them for references of clients that are similar in style and their largest portfolio.
Financial advisors work with people to plan for their financial future. They provide expert advice and appropriate tools needed to successfully manage your finances so you can achieve your goals such as college savings, retirement or investing for a comfortable retirement lifestyle.