Fiduciary advisors in Traverse City, MI

9 registered advisers

Anyone in Traverse City, Michigan seeking a fiduciary advisor can choose from 9 SEC-registered firms. 9 of those firms are fee-only, meaning the advisor's income comes entirely from client-paid fees.

BLACK WALNUT WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Traverse City, MichiganCRD #337606
Typical Fee--
AUM$137M
Minimum--
Clients272

BLUEPRINT PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Traverse City, MichiganCRD #312902
Typical Fee--
AUM$293M
Minimum--
Clients337

CENTENNIAL WEALTH ADVISORY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Traverse City, MichiganCRD #138054
Typical Fee--
AUM$397M
Minimum--
Clients3,164

HEMMING& WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Traverse City, MichiganCRD #300918
Typical Fee1.00%
AUM$253M
Minimum--
Clients1,525

INDEPENDENT WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Traverse City, MichiganCRD #124242
Typical Fee--
AUM$203M
Minimum--
Clients510

OLD MISSION INVESTMENT COMPANY, LLC

Fee-Only, No ConflictsClean Record
Traverse City, MichiganCRD #140381
Typical Fee--
AUM$891M
Minimum--
Clients2,052

OPTIMAL CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Traverse City, MichiganCRD #144719
Typical Fee--
AUM$119M
Minimum--
Clients309

STONEPATH WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Traverse City, MichiganCRD #328977
Typical Fee--
AUM$299M
Minimum--
Clients608

UP NORTH FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Traverse City, MichiganCRD #150996
Typical Fee--
AUM$186M
Minimum--
Clients1,010
Fiduciary Advisors in Traverse City, Michigan | FiduciaryListings