Best Financial Planners in Rockford, MI

Looking for a financial planner in Rockford, MI? We track 3 local financial planners, with independent local providers. Browse ratings and contact details below, or get matched with free quotes.

Top Financial Planners in Rockford

1

Lyon Capital Advisors Unclaimed

7117 Davies Dr NE, Rockford, MI 49341, Rockford, MI
2

Parker Financial Group Unclaimed

23 N Main St, Rockford, MI 49341, Rockford, MI
3

Prudential | Doug Kliewer | Life Insurance & Financial Services Unclaimed

500 Northland Dr NE Suite 300, Rockford, MI 49341, Rockford, MI

How to choose a financial planner in Rockford

  • Prefer a fee-only fiduciary who must act in your interest.
  • Confirm CFP certification and a clean regulatory record.
  • Ask exactly how they're compensated.
  • Make sure their specialty matches your goals.

Typical financial planner costs in Rockford

In Rockford, MI, financial planners typically charge 1% of assets per year, or $150–$400 per hour / $1,000–$3,000 flat. Actual pricing depends on the scope of your job, so always request a written quote.

Frequently asked questions

How many financial planners are there in Rockford, MI?

1Network currently lists 3 financial planners in Rockford, MI. You can compare their reviews, contact details, and services on this page.

How much does a financial planner cost in Rockford?

Financial planners in Rockford, MI typically charge about 1% of assets annually, $150–$400 per hour, or $1,000–$3,000 for a flat-fee plan.

What is a fiduciary financial planner?

A fiduciary is legally required to put your interests first. Look for fee-only CFP professionals in Rockford to avoid commission conflicts.

How do I choose a financial planner in Rockford?

Verify CFP credentials, confirm fee-only status, and check reviews. 1Network lists 3 financial planners in Rockford, MI.