Top financial advisors in Traverse City, MI
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you have pension benefits from the auto industry, you need an advisor who understands how to integrate those pensions into your overall retirement plan. A common mistake is treating pensions like regular savings, which can lead to missed income opportunities or tax inefficiencies.
- Pension integration expertise. Ask how they factor your pension payouts into your retirement income strategy, not just your investment accounts.
- Tax-aware planning. Confirm they consider the tax impact of pension distributions alongside Social Security and other income sources.
- Retirement timing guidance. Pension start dates can affect your cash flow; check how they help you decide when to begin benefits.
- Legacy considerations. If you want to leave assets to heirs, ask how pensions fit into your estate plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Trevor F
Series 63, Series 66
Traverse City, MI
Chief Advisors Corp
Trevor Fetters offers over two decades of experience in general retirement planning, making him well-equipped to integrate pension benefits into comprehensive retirement strategies in Traverse City, MI. His firm manages $62 million across diverse client types, applying both fundamental and technical analysis with modern portfolio theory, and charges a 2.99% annual fee on assets under management, distinguishing him from advisors with different fee structures or investment approaches.
Experience: 21 years
Avg account: $383,340
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Mark F
ChFC®, Series 63
Traverse City, MI
ARK Advisors, LLC
Mark Folgmann in Traverse City, MI, offers expertise in general retirement and tax planning, which is crucial for integrating pension benefits into a retirement strategy. His firm, ARK Advisors, LLC, uses a passive, tax-efficient investment approach with low-cost index funds and ETFs, and provides both discretionary and non-discretionary portfolio management, distinguishing him with a flat-fee, independent advisory model.
Experience: 16 years
Avg account: $1,565,182
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Justin N
Series 63, Series 65
Traverse City, MI
Hantz financial Services, Inc.
Justin Neilson in Traverse City, MI, offers expertise in retirement plans for business owners and tax-loss harvesting, which can help integrate pension benefits into a broader retirement strategy. Working with Hantz Financial Services, a large firm with flat-fee options and model-driven ETF strategies, he supports diverse clients including individuals and businesses, providing a range of planning and portfolio management services.
Experience: 1 year
Avg account: $420,083
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Joel L
Series 66
Traverse City, MI
Edward Jones
Joel Leipprandt offers retirement income strategy expertise in Traverse City, MI, supported by Edward Jones' large-firm resources and comprehensive wealth management services. With a Series 66 designation and a background as a founder/business owner, he provides personalized guidance, while the firm's up to 1.35% annual program fee reflects its full-service advisory approach, distinguishing him from advisors at smaller firms.
Experience: 2 years
Avg account: $246,728
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Michelle B
Series 66, Series 63
Traverse City, MI
J. W. Cole Advisors, Inc.
Michelle Berry in Traverse City, MI, offers expertise in retirement plans for business owners and college savings, supported by seven years of industry experience and Series 63 and 66 licenses. Affiliated with J. W. Cole Advisors, a large SEC-registered firm, she provides flat-fee financial planning and access to diverse managed account solutions, distinguishing her from advisors with smaller firm affiliations or different fee structures.
Experience: 7 years
Avg account: $255,702
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