Top financial advisors in East Lansing, MI
We've curated a list of the best financial advisors in East Lansing, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $242,888,700 Number of advisors 7 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.
Get matched with an advisorMethodology
To find the top financial advisors in East Lansing, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Fairhaven Financial Advisory Corporation
Fairhaven Financial Advisory Corporation, based in East Lansing, Michigan, was established in 1999 and is registered as an investment adviser with the U.S. Securities and Exchange Commission. The firm specializes in managing clients' portfolios, offering both discretionary and non-discretionary services. As of December 31, 2024, Fairhaven Financial managed over $300 million on a discretionary basis and over $16 million on a non-discretionary basis. The firm's President, Joseph R. Brooks, is a Charter Member of Ed Slott’s Master Elite IRA Advisor Group and has extensive experience advising on retirement assets. Fairhaven Financial provides Gold Medal Services, Limited Investment Advisory Services, Retirement Plan Services, General Consultation Services, and Financial Planning Services. Investment strategies offered by the firm range from conservative to aggressive based on account size and risk tolerance. Fairhaven Financial charges fees based on the service performed and the market value of assets under advisement, with fees payable quarterly. The firm does not participate in wrap fee programs and is not compensated based on capital gains. Clients have the option to choose their custodian, with Schwab recommended by Fairhaven Financial. The firm does not vote client securities and does not accept custody of client funds. Fairhaven Financial does not receive soft dollar benefits and does not receive compensation for recommending other investment advisers. The firm's team includes Joseph R. Brooks, Rachel C. Anderson, Jonathan R. Brooks, and Joshua S. Roberds, all of whom are licensed and experienced professionals in the financial industry.
$242,888,700 under management
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
TEACHING CLASS & SEMINAR FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
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.
Get matched with an advisorMethodology
To find the top financial advisors in East Lansing, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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