Top financial advisors in Rochester Hills, MI
We've curated a list of the best financial advisors in Rochester Hills, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $157,481,572 Number of advisors 3 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 Rochester Hills, 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.
Life Plan Financial Advisory Group, LLC
LifePlan Financial Advisory Group, LLC was established in 2004 by Keith Barr and Catherine Gearig in Rochester Hills, MI. The firm offers investment management, third-party asset management, and financial planning services. Investment management services include developing individualized investment strategies, ongoing portfolio management, and regular reviews. Third-party asset management involves selecting suitable managers based on factors like management style and risk tolerance. Financial planning services cover various areas such as retirement planning, investment planning, and estate planning. The firm operates on a fee-only basis, with investment management fees ranging from 1.30% to 0.40% based on assets under management. Financial planning fees are charged hourly or at a fixed rate, with a minimum project fee of $750. LifePlan does not charge performance-based fees. The firm acts as a fiduciary, putting clients' interests first. Clients have investment discretion for their accounts, with the firm having discretionary trading authority for executing transactions. LifePlan primarily serves individuals and families, with a minimum portfolio size requirement. The firm uses security analysis methods like fundamental, technical, and cyclical analysis in its investment strategies. Clients are informed about the risks associated with their investments, such as interest-rate risk and market risk. The firm has no disciplinary events to disclose and does not compensate for client referrals. Clients' assets are held with an outside custodian, and the firm does not take custody of client assets.
$157,481,572 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
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 Rochester Hills, 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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