Top financial advisors in Brighton, MI
We’ve curated a list of the best financial advisors in Brighton, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$144,770,417
Number of advisors
2 advisors
| $144,770,417 | 2 advisors | |
| 2 |
Assets under management
$112,692,000
Number of advisors
5 advisors
| $112,692,000 | 5 advisors | |
| 3 |
Assets under management
$70,608,927
Number of advisors
2 advisors
| $70,608,927 | 2 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Brighton, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Brighton. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Patrick Financial Group Llc.
Patrick Financial Group, LLC is an investment advisory firm based in Brighton, Michigan, specializing in providing services to individuals, high net worth individuals, charitable organizations, foundations, trusts, and estates. The firm was established in 2002 and is led by President John B. Pelon. They offer a comprehensive fact-finding process to tailor investment strategies based on client objectives and risk tolerances. Clients meet with the firm to determine priorities and preferences, with subsequent meetings focusing on defining investment objectives and risk tolerance. The firm manages advisory accounts on a discretionary basis, primarily allocating assets among no-load mutual funds and Exchange Traded Funds (ETFs). Clients have the option to express restrictions on a case-by-case basis. The firm emphasizes proper allocation, diversification, and risk management, with portfolios ranging from conservative to aggressive based on client needs. Patrick Financial Group acts as a fiduciary, providing investment advice in the best interest of clients. The firm charges an annual percentage fee based on assets under management, with fees varying based on account size and complexity. They do not charge performance-based fees or engage in side-by-side management. The firm does not have any disciplinary information to report and does not receive referral fees. Clients must have a minimum initial account value of $50,000, with discretion over investment decisions granted to the firm. Clients are responsible for monitoring their accounts, and the firm does not vote proxies on their behalf. The firm does not have custody of client funds and securities, which are held at a qualified custodian. Clients receive account statements directly from the custodian at least quarterly.
$144,770,417 under management
2 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPinnacle Wealth Management, Inc.
Pinnacle Wealth Management, Inc., established in 2013, is a registered investment adviser based in Brighton, Michigan. The firm offers personalized investment advisory services, including portfolio management, financial planning, pension consulting, and educational classes. Portfolio management services are available on a discretionary or non-discretionary basis, with fees ranging from 1.6% to 1.00% based on assets under management. Financial planning services are offered at different levels, with fees starting at $975. The firm may recommend third-party money managers and provides stand-alone advisory consulting services. Pinnacle Wealth Management primarily advises on various securities, including equities, corporate debt, and mutual funds. The firm does not accept performance-based fees, and clients have the option to choose their own broker-dealer. The firm does not vote proxies on behalf of clients and does not provide financial information due to federal registration. Clients' privacy is a top priority, and the firm has policies in place to protect personal information. In case of trade errors, corrective actions are taken to restore accounts. Pinnacle Wealth Management does not handle class action lawsuits on behalf of clients.
$112,692,000 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesEducational Seminars/workshopsAdvisory ConsultingOld Oak Financial Planning, Inc.
Old Oak Financial Planning, Inc. is a Registered Investment Advisor established on January 1, 1995, specializing in comprehensive financial planning and investment management. The firm, with total assets under management of $153,328,261 as of January 1, 2025, offers services such as Comprehensive Financial Planning, Investment Management, and Modular Plans. Clients can expect a holistic approach to financial planning, with a focus on personalized advice in their best interest. The firm operates on a fee-based structure, with Comprehensive Financial Planning fees starting at $800 and Investment Management fees ranging from 0.75% to 1.25% based on the investment account balance. Old Oak Financial Planning acts as a fiduciary, ensuring transparency, reasonable compensation, and no misleading statements. Investment strategies include Asset Allocation primarily using mutual funds, ETFs, and individual stocks and bonds. Clients have the option to impose restrictions on investments based on their risk tolerance. The firm does not charge performance-based fees and provides portfolio management services to individuals and high net worth individuals without a minimum account size requirement. Clients have the option for discretionary or non-discretionary investment management, and the firm does not vote proxies on behalf of clients. Old Oak Financial Planning emphasizes client confidentiality and cybersecurity, with a strict privacy policy in place. Clients can request the firm's Code of Ethics and other disclosures for further information.
$70,608,927 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Brighton, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Brighton. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.