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Financial Planners in Burton, MI: 2026 rankings

45 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Burton: ELGA Credit Union Burton, RFA Score 77/100; 4.6★ from 888 Google reviews; open Saturdays until 1 PM.

  2. 2

    Most-reviewed: Dort Financial Credit Union, 504 Google reviews at 4.6★, the most of 45 ranked after ELGA Credit Union Burton; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

45 Burton financial planners are ranked here by RFA Score, from eight published factors. 11 open Saturdays, based on posted hours. The median Google rating is 4.7★ across 45 rated firms.

Most of this list also appears on the Financial planners in Flint ranking. See Financial planners in Flint

Top 10 financial planners in Burton at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Burton at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1ELGA Credit Union Burton774.6★ (888)BurtonSatTop score
2Dort Financial Credit Union744.6★ (504)Flint, 6 mi awaySatMost reviews
3Dort Financial Credit Union734.5★ (353)Flint, 5 mi awaySat—
4AE Tax & Financial Services725.0★ (74)Flint, 4 mi awaySat—
5Dort Financial Credit Union724.3★ (446)Flint, 3 mi awaySat—
6Dort Financial Credit Union724.8★ (185)Flint, 11 mi awaySat—
7ELGA Credit Union Flint704.4★ (198)Flint, 8 mi awaySat—
8Dort Financial Credit Union704.4★ (203)Flint, 9 mi awaySat—
9Verde Capital Management705.0★ (119)Waterford, 20 mi away——
10Curtis Accounting & Tax Services, LLC704.7★ (39)Flint, 4 mi away——

All 45 financial planners in Burton, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Burton

    #1 ELGA Credit Union Burton

    Based in Burton

    77/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.6★ from 888 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 888 Google reviews
    Hours
    Mon–Tue 8:30 AM–5:30 PM · Wed 9:30 AM–5:30 PM · Thu–Fri 8:30 AM–5:30 PM · Sat 10 AM–1 PM · Sun closed
    Address
    2303 S Center Rd, Burton, MI 48519
    View profile for ELGA Credit Union Burton(810) 715-3542

  2. #2 Dort Financial Credit Union

    Based in Flint, 6 mi away

    74/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.6★ from 504 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 504 Google reviews
    Hours
    Mon–Tue 9 AM–6 PM · Wed closed · Thu–Fri 9 AM–6 PM · Sat 9 AM–12:30 PM · Sun closed
    Address
    1091 W Hill Rd, Flint, MI 48507
    View profile for Dort Financial Credit Union(800) 521-3796

  3. #3 Dort Financial Credit Union

    Based in Flint, 5 mi away

    73/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.5★ from 353 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 353 Google reviews
    Hours
    Mon–Tue 9 AM–6 PM · Wed closed · Thu–Fri 9 AM–6 PM · Sat 9 AM–12:30 PM · Sun closed
    Address
    1441 S State Rd, Davison, MI 48423
    View profile for Dort Financial Credit Union(810) 767-8390

  5. #5 Dort Financial Credit Union

    Based in Flint, 3 mi away

    72/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.3★ from 446 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 446 Google reviews
    Hours
    Mon–Tue 9 AM–6 PM · Wed closed · Thu–Fri 9 AM–6 PM · Sat 9 AM–12:30 PM · Sun closed
    Address
    2845 Davison Rd, Flint, MI 48506
    View profile for Dort Financial Credit Union(810) 767-8390

  6. #6 Dort Financial Credit Union

    Based in Flint, 11 mi away

    72/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.8★ from 185 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 185 Google reviews
    Hours
    Mon–Tue 9 AM–6 PM · Wed closed · Thu–Fri 9 AM–6 PM · Sat 9 AM–12:30 PM · Sun closed
    Address
    4131 Morrish Rd, Swartz Creek, MI 48473
    View profile for Dort Financial Credit Union(800) 521-3796

  7. #7 ELGA Credit Union Flint

    Based in Flint, 8 mi away

    70/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.4★ from 198 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 198 Google reviews
    Hours
    Mon–Fri 9:30 AM–5:30 PM · Sat 10 AM–1 PM · Sun closed
    Address
    5072 Corunna Rd, Flint, MI 48532
    View profile for ELGA Credit Union Flint(810) 715-3542

  8. #8 Dort Financial Credit Union

    Based in Flint, 9 mi away

    70/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.4★ from 203 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 203 Google reviews
    Hours
    Mon–Tue 9 AM–6 PM · Wed closed · Thu–Fri 9 AM–6 PM · Sat 9 AM–12:30 PM · Sun closed
    Address
    5091 Pierson Rd, Flint, MI 48504
    View profile for Dort Financial Credit Union(810) 767-8390

  9. #9 Verde Capital Management

    Based in Waterford, 20 mi away

    70/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 119 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 119 Google reviews
    Hours
    Mon–Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    8031 Ortonville Rd Ste 210, Village of Clarkston, MI 48348
    View profile for Verde Capital Management(248) 528-1870

  14. #14 Barnett Financial & Tax

    Based in Burton

    69/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    8323 Office Park Dr, Grand Blanc, MI 48439
    View profile for Barnett Financial & Tax(800) 425-7044

  17. #17 ELGA Credit Union Fenton

    Based in Fenton, 14 mi away

    69/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.8★ from 64 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 64 Google reviews
    Hours
    Mon–Fri 9:30 AM–5:30 PM · Sat 10 AM–1 PM · Sun closed
    Address
    1390 N Leroy St, Fenton, MI 48430
    View profile for ELGA Credit Union Fenton(810) 715-3542

  18. #18 Dort Financial Credit Union

    Based in Fenton, 13 mi away

    68/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.3★ from 191 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 191 Google reviews
    Hours
    Mon–Tue 9 AM–6 PM · Wed closed · Thu–Fri 9 AM–6 PM · Sat 9 AM–12:30 PM · Sun closed
    Address
    14265 N, Fenton Rd, Fenton, MI 48430
    View profile for Dort Financial Credit Union(810) 767-8390

  19. #19 Dort Financial Credit Union

    Based in Flint, 7 mi away

    68/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 3.9★ from 252 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 252 Google reviews
    Hours
    Mon–Tue 9 AM–6 PM · Wed closed · Thu–Fri 9 AM–6 PM · Sat 9 AM–12:30 PM · Sun closed
    Address
    9050 Holly Rd, Grand Blanc, MI 48439
    View profile for Dort Financial Credit Union(810) 767-8390

  21. #21 Acorn Wealth Advisors

    Based in Burton

    67/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    8305 S Saginaw St #2, Grand Blanc, MI 48439
    View profile for Acorn Wealth Advisors(810) 953-4444

  22. #22 Foguth Financial Group

    Based in Waterford, 20 mi away

    67/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.9★ from 48 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 48 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    8031 Ortonville Rd Ste 170, Village of Clarkston, MI 48348
    View profile for Foguth Financial Group(810) 522-5650

How we ranked Burton financial planners

We scored 45 Burton financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Burton data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Burton: frequently asked questions

Which financial planner has the highest RFA Score in Burton?

By RFA Score, the highest-ranked financial planner in Burton, MI is ELGA Credit Union Burton with an RFA Score of 77/100. It has 4.6★ from 888 Google reviews. It is open Saturdays until 1 PM. Dort Financial Credit Union (#2) and Dort Financial Credit Union (#3) follow. We ranked 45 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Burton?

RankedFinancialAdvisors ranks 45 financial planners serving Burton, MI. 9 of them are based in Burton; the rest serve it from nearby towns. Counts are as of November 2026.

Which financial planners in Burton work on weekends?

11 of 45 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are ELGA Credit Union Burton (#1), Dort Financial Credit Union (#2) and Dort Financial Credit Union (#3). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Burton financial planners have?

The median Google rating among 45 rated financial planners in Burton is 4.7★, with a median of 15 reviews. ELGA Credit Union Burton has the most, 888 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Burton count in this ranking?

Yes, if they are within 25 mi of the Burton city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Burton ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Burton a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Burton

  1. November 2026: RFA Scores recalculated for 45 financial planners serving Burton.

More financial planners and Burton pages