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Wealth Managers in Fenton, MI: 2026 rankings

73 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Fenton: W.C. Bird Private Wealth Management, RFA Score 71/100; 5.0★ from 60 Google reviews.

  2. 2

    Most-reviewed: Aquest Wealth Strategies, 166 Google reviews at 5.0★, the most of 73 ranked; ranked #2.

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

73 Fenton wealth managers are ranked here by RFA Score, from eight published factors. 3 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 73 rated firms.

Top 10 wealth managers in Fenton 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 wealth managers in Fenton at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1W.C. Bird Private Wealth Management715.0★ (60)Fenton—Top score
2Aquest Wealth Strategies695.0★ (166)Rochester, 30 mi away—Most reviews
3Peak Wealth Management, LLC685.0★ (144)Ann Arbor, 33 mi away——
4Wealth Trac Financial685.0★ (96)Beverly Hills, 29 mi away——
5Acorn Wealth Advisors675.0★ (15)Fenton——
6C2 Private Wealth674.9★ (73)Novi, 24 mi away——
7SGH Wealth Management675.0★ (94)Berkley, 33 mi away——
8Ecos Wealth Advisors675.0★ (32)Pontiac, 16 mi awayEvenings—
9Redwood Wealth Management665.0★ (47)Auburn Hills, 27 mi away——
10Hinkson Wealth Management, LLC665.0★ (65)Troy, 33 mi away——

All 73 wealth managers in Fenton, 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.

  4. #4 Wealth Trac Financial

    Based in Beverly Hills, 29 mi away

    68/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 96 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 96 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    30777 Telegraph Rd, Franklin, MI 48025
    View profile for Wealth Trac Financial(248) 385-2385

  5. #5 Acorn Wealth Advisors

    Based in Fenton

    67/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed 11 AM–5 PM · Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    405 S Leroy St, Fenton, MI 48430
    View profile for Acorn Wealth Advisors(810) 373-6509

  6. #6 C2 Private Wealth

    Based in Novi, 24 mi away

    67/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.9★ from 73 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 73 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    29409 Haggerty Rd #200, Novi, MI 48377
    View profile for C2 Private Wealth(866) 211-1904

  7. #7 SGH Wealth Management

    Based in Berkley, 33 mi away

    67/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 94 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 94 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    17550 W Eleven Mile Rd, Lathrup Village, MI 48076
    View profile for SGH Wealth Management(248) 731-0029

  8. #8 Ecos Wealth Advisors

    Based in Pontiac, 16 mi away

    67/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 32 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 32 Google reviews
    Hours
    Mon–Wed 9 AM–5 PM · Thu 9 AM–6:30 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5900 Lorac Dr Ste 103, Village of Clarkston, MI 48346
    View profile for Ecos Wealth Advisors(248) 942-4842

  13. #13 Rochester Wealth

    Based in Rochester, 30 mi away

    66/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.9★ from 62 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 62 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    439 S Main St Suite 250, Rochester, MI 48307
    View profile for Rochester Wealth(248) 434-6550

  14. #14 Waldo Wealth Partners

    Based in Farmington Hills, 28 mi away

    65/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 41 Google reviews
    Hours
    Mon–Sat 12 AM–12 AM · Sun closed
    Address
    21500 Haggerty Rd Ste 150, Northville, MI 48167
    View profile for Waldo Wealth Partners(248) 504-0553

  17. #17 Vitale Wealth Management

    Based in Burton, 22 mi away

    65/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.9★ from 27 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 27 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    3778 S Lapeer Rd, Metamora, MI 48455
    View profile for Vitale Wealth Management(833) 566-9563

  19. #19 Great Lakes Wealth

    Based in Farmington Hills, 28 mi away

    64/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.6★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 41 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    22260 Haggerty Rd #160, Northville, MI 48167
    View profile for Great Lakes Wealth(248) 378-1200

  20. #20 Ohana Wealth Advisory

    Based in Royal Oak, 35 mi away

    64/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 38 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 38 Google reviews
    Hours
    Mon–Thu 9 AM–4:30 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    3315 N Campbell Rd, Royal Oak, MI 48073
    View profile for Ohana Wealth Advisory(248) 246-8080

  24. #24 Acorn Wealth Advisors

    Based in Burton, 9 mi away

    63/100RFA Score

    Ranked #24 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

  25. #25 Sherman Private Wealth

    Based in Southfield, 29 mi away

    63/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 21 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    28411 Northwestern Hwy Ste 1200, Southfield, MI 48034
    View profile for Sherman Private Wealth(248) 805-1123

Wealth managers ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 73 ranked wealth managers here; the rest are on their profiles.

wealth managers in Fenton, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Merrill Lynch Wealth Management634.0★ (8)9 mi
27Boardwalk Wealth Management - Financial Advising634.9★ (27)36 mi
28Saoud Financial Advisors & Wealth Management of Troy635.0★ (20)33 mi
29Flynn Wealth Partners624.9★ (28)37 mi
30Imber Wealth Advisors, Inc.625.0★ (26)38 mi
31ELE Wealth Management625.0★ (15)33 mi
32Wealth Strategies Financial Group624.8★ (16)32 mi
33Polaris Private Wealth625.0★ (10)27 mi
34Fineberg Wealth Management624.8★ (23)37 mi
35OWL Private Wealth Advisors625.0★ (10)28 mi
36Agile Wealth615.0★ (9)28 mi
37Merrill Lynch Wealth Management615.0★ (9)28 mi
38Strategic Wealth Advisors Group614.8★ (18)37 mi
39Landis Wealth Management615.0★ (12)35 mi
40Hilltop Wealth and Tax Solutions615.0★ (13)36 mi
41Deller Wealth Management614.8★ (13)36 mi
42Center for Wealth Management615.0★ (7)29 mi
43Evergreen Wealth Management, LLC614.6★ (10)31 mi
44Carson Wealth615.0★ (9)33 mi
45Jen Bessen - Private Wealth Advisor, Ameriprise Financial Services, LLC605.0★ (5)25 mi
46V8 Wealth Management605.0★ (8)33 mi
47OnTrack Wealth Management605.0★ (8)33 mi
48Hoover Private Wealth605.0★ (8)34 mi
49Alliance Advisors Wealth Management LLC605.0★ (5)28 mi
50Tenured Wealth Management of Raymond James605.0★ (4)26 mi

Also serving Fenton

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Fenton
BusinessGoogle ratingDistance
Candice Montie Investment Strategies, LLC5.0★ (2)In Fenton
Charles Goetz - Wealth AdvisorIn Fenton
Chase C Kallen - Financial Advisor, Ameriprise Financial Services, LLCIn Fenton
Client Financial Services of Michigan2.0★ (12)In Fenton
Dennis Richardson - Financial Consultant, Ameriprise Financial Services, LLCIn Fenton
Edward Jones - Financial Advisor: Adam P Slaughter5.0★ (4)In Fenton
Edward Jones - Financial Advisor: Lee H Napier, CFP®5.0★ (1)In Fenton
Edward Jones - Financial Advisor: Tim Fliam, CFP®|AAMS®5.0★ (3)In Fenton
Financial Strategies Group, Inc.5.0★ (56)In Fenton
Gina Wells, Advanced Cap Grp d/b/a Financial Design StrategiesIn Fenton
Hackney Jones Wealth Management5.0★ (1)In Fenton
Harris Financial Services5.0★ (2)In Fenton
Hensler & Associates Wealth Management1.0★ (2)In Fenton
Joseph M Birchmeier3.7★ (3)In Fenton
Milestone Retirement5.0★ (1)In Fenton
Northwestern Mutual4.5★ (2)In Fenton
Raymond James & AssociatesIn Fenton
Raymond James Financial Services5.0★ (1)In Fenton
Sal Vanadia - Financial Advisor, Ameriprise Financial Services, LLCIn Fenton
The Horizon Group of Raymond JamesIn Fenton

How we ranked Fenton wealth managers

We scored 73 Fenton wealth managers 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 Fenton 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 wealth manager

  1. Confirm the wealth manager 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 wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Fenton: frequently asked questions

Which wealth manager has the highest RFA Score in Fenton?

By RFA Score, the highest-ranked wealth manager in Fenton, MI is W.C. Bird Private Wealth Management with an RFA Score of 71/100. It has 5.0★ from 60 Google reviews. Aquest Wealth Strategies (#2) and Peak Wealth Management, LLC (#3) follow. We ranked 73 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Fenton?

RankedFinancialAdvisors ranks 73 wealth managers serving Fenton, MI. 3 of them are based in Fenton; the rest serve it from nearby towns. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Fenton work on weekends?

3 of 73 ranked wealth managers post Saturday hours. The highest-ranked open Saturdays is Waldo Wealth Partners (#14). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Fenton wealth managers have?

The median Google rating among 73 rated wealth managers in Fenton is 5.0★, with a median of 10 reviews. Aquest Wealth Strategies has the most, 166 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Fenton count in this ranking?

Yes, if they are within 40 mi of the Fenton city center, our service radius for wealth managers. 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 wealth managers 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 wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Fenton ranked?

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

How do I check a wealth manager’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 wealth manager in Fenton 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 wealth managers 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 Fenton

  1. November 2026: RFA Scores recalculated for 73 wealth managers serving Fenton.

More wealth managers and Fenton pages