Top financial advisors in Warren, MI
We've curated a list of the best financial advisors in Warren, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $212,342,343 Number of advisors 23 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 Warren, 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.
Financial Services Of America Advisors
FSA Advisors, Inc., also known as Financial Services of America Advisors, is a Michigan-based corporation established in September 2016. The firm specializes in portfolio management services tailored to individual client goals, risk tolerance, and time horizons. They offer services such as investment strategy, asset allocation, and regular portfolio monitoring. Clients may grant discretionary authority to FSAA for selecting securities and executing transactions. FSAA operates as a fiduciary, making investment decisions in the best interests of clients. The firm's investment strategies include fundamental analysis and modern portfolio theory. FSAA charges fees based on assets under management, with annual fees ranging from 1.00% to 1.50%. Clients have the option to terminate agreements with a notice period. The firm does not accept performance-based fees or engage in side-by-side management. FSAA serves individuals, high-net-worth individuals, and businesses, with a minimum account size of $5,000. Clients may impose restrictions on investments based on personal values. FSAA does not participate in wrap fee programs and has assets under management totaling over $396 million. The firm discloses its brokerage practices, custody policies, and privacy policy to ensure transparency and client protection.
$212,342,343 under management
23 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SELECTION OF OTHER ADVISOR 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 Warren, 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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