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Find the Best Financial Advisors in Lansing, MI

Hiring a financial advisor helps you get the most out of your money, but it’s critical to choose the right one to trust with your hard-earned funds. Fortunately, we researched the best financial advisors in Lansing to help you plan, save and invest to achieve your financial goals.

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Facet Wealth
  • Work with a dedicated CFP
  • Complimentary goal setting & financial analysis session
  • Goal-based financial planning
  • Get an individually tailored financial plan

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Park Lake Advisors
  • Accredited Investment Fiduciary® Designees
  • A Dave Ramsey SmartVestor Pro Financial Planner
  • Offers audit-ready retirement plans for employers
  • Free consultations & financial dashboard
3303 W. Saginaw St., Ste. C1
Lansing, MI 48917
(517) 887-9905
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Nick Nauta Financial: Shotwell Rutter Baer
  • Manages $71 million in total assets across over 380 accounts
  • Hourly & long-term asset management services available
  • Asset custody through SEI Private Trust Company
  • Utilizes Money Guide Pro financial planning software
3721 W. Michigan Ave., Ste. 100
Lansing, MI 48917
(517) 980-5193
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Mainstay Capital Management
  • $2.4 billion in total assets under management
  • Account minimum of $200,000
  • Primarily works with clients that have accounts close to minimum requirement
  • Offers pre-built investment strategies
North Park 10775 S. Saginaw St. Bldg. C, Ste. F
Grand Blanc, MI 48439
(866) 444-6246
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Smalley Investments
  • M-F: 9am - 5pm
  • Closed Sat and Sun
  • smalleyinvestments.com
213 E. Saint Joseph St.
Lansing, MI 48933
(517) 487-4850
  • M-F: 8am - 5pm
  • Closed Sat and Sun
  • rehmann.com
4086 Legacy Pkwy.
Lansing, MI 48911
(517) 316-2400
IAM Financial
  • M-F: 9am - 5pm
  • Closed Sat and Sun
  • iam-financial.com
333 Albert St., Ste. 445
East Lansing, MI 48823
(888) 283-1392
Equanimity Wealth Management
  • M-F: 8:30am - 5pm
  • Closed Sat and Sun
  • eq-wealth.com
1400 Abbot Rd., Ste. 390
East Lansing, MI 48823
(517) 324-1266
Zhang Financial
  • M-F: 8:30am - 5:30pm
  • Closed Sat and Sun
  • zhangfinancial.com
70 W. Michigan Ave., Ste. 100
Battle Creek, MI 49017
(269) 965-0777
Advance Capital Management
  • M-F: 8am - 5pm
  • Closed Sat and Sun
  • acadviser.com
625 Kenmoor Ave. SE, Ste. 307
Grand Rapids, MI 49546
(616) 954-2066
Retirement Wealth Advisors
  • M-F: 9am - 4:30pm
  • Closed Sat and Sun
  • retirementwealth.com
89 Ionia NW, Ste. 600
Grand Rapids, MI 49503
(888) 562-8880

Choosing a financial advisor in Lansing


A financial advisor in Lansing guides you through financial decisions and establishes a long-term plan for financial success. A financial plan helps stabilize you during a major life change, prepare for retirement and get the most out of your money in general. Many people who use financial advisory services report significantly less stress thanks to their financial advisor.

Some financial advisors in Lansing who specialize in high-net-worth portfolios require clients to have a minimum amount under management, usually $100,000, but many others take on clients in any financial situation and have no minimum requirement. When you are shopping for asset management, always keep in mind there are different types of advisors and different business models throughout the industry.

Types of financial advisors

Two main distinctions separate the many different types of financial advisors in Lansing. The first distinction is between robo-advisors and human advisors.

Type Pros Cons
Human advisors Clients get personalized, custom care and attention from a living person with the ability to analyze specific situations and markets. Human advisors are comparatively expensive.
Robo-advisors These algorithm-based software programs offer the least expensive introduction to professional asset management. Robo-advisors are not able to provide individually tailored financial plans and advice.
Hybrids This model utilizes robo-advisors for a majority of its asset management but offers occasional interactions with a human advisor as well, ideally allowing for a more economical option that still caters to your financial needs. Hybrids, at their worst, combine the flaws of both human advisors and robo-advisors.

In addition to the types of financial advisors in Lansing, consider the different standards these advisors hold themselves to.

The fiduciary standard obligates your fiduciary financial advisor to give you the best possible financial advice, regardless of how it impacts their business.

A non-fiduciary financial advisor gives financial advice generally suited to someone in your financial situation. This suitability standard, unfortunately, allows for non-fiduciaries to recommend products or actions that benefit them more than the client.

Fiduciary financial advisors in Lansing are ideal because they are focused on growing your money, not selling you specific products or filling a quota. While both fiduciary advisors and non-fiduciary advisors still help clients, it’s critical to understand the difference.

What is the cost of a financial advisor in Lansing?

Full-time asset management in Lansing costs between $2,000 and $7,500 annually, depending on the level of service you require and your net-worth. However, most people in Lansing don’t require this much help from their financial advisor.

For example, the cost of a one-time financial plan ranges from $1,000 - $3,000. Some advisors charge $200 - $400 an hour for consultations or short-term advising. Other financial advisors charge a percentage fee of your assets under management or a commission on financial products they sell you.

Consumers should be careful with advisors making commission, because they may recommend frequent trades and investments in order to generate more income for themselves. Fee-only advisors don’t charge commission and make all of their money off of fees they charge clients, while fee-based advisors make money off of both fees and commission.

What qualifications should a financial advisor have?

Look for financial advisors in Lansing that are Certified Financial Planners, Personal Finance Specialists or Chartered Financial Analysts. These credentials show that the advisor is competent and committed to providing high-quality financial advisory services.

Ask your advisor:

  • Are you a fiduciary?
  • How do you make money?
  • How much experience do you have?
  • How will I contact you?
  • Have you ever been charged with a crime or disciplined by a professional organization?

Be sure that your advisor is properly licensed and legitimate by checking them with the Financial Industry Regulatory Authority’s BrokerCheck.

Financial Advisors Reviews

Facet Wealth

Facet Wealth provides CFP professionals that work one-on-one with clients to create financial plans. Facet charges for the financial advisory services you use without assets under management fees. Reviewers rate the company as a great value for the top-notch level of service.

Facet Wealth Learn More

Park Lake Advisors

A Lansing-based financial advising firm, Park Lake Advisors employs Accredited Investment Fiduciaries to provide clients with financial and investment planning. Lansing reviewers report only good experiences with Park Lake so far.

Park Lake Advisors

Nick Nauta Financial: Shotwell Rutter Baer

Shotwell Rutter Baer is a Lansing area independent financial advising company with fee-only pricing. Nick Nauta is a member of the National Association of Personal Finance Advisors, the Financial Planning Association and the XY Planning Network in addition to being a Certified Financial Planner at Shotwell Rutter Baer.

Nick Nauta Financial: Shotwell Rutter Baer

Mainstay Capital Management

Mainstay Capital Management is an award-winning financial advising company local to Michigan that offers asset management, 401(k) management and investment management from Certified Financial Planners. Customers from Michigan left positive reviews praising the company’s asset management and the growth of their finances.

Mainstay Capital Management