RIA Intel›Advisers›Michigan›FINANCIAL PLANNING CONSULTANTS OF NORTHERN MICHIGAN,INC.

FINANCIAL PLANNING CONSULTANTS OF NORTHERN MICHIGAN,INC.

Advisory

ELK RAPIDS, MI

Data as of Apr 14, 2026 · Source: SEC Form ADV

Average account
$73K
across 271 accounts
AUM per adviser
$10M
2 advisers

Source: SEC Form ADV. Figures as filed Apr 14, 2026.

Total AUM
$20M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$20M
Discretionary AUM$20M
Non-Discretionary AUM$313K
Discretionary %98.4%
Total Clients168
Team
Total Employees3
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndJune
Operates InMI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

4SQUARE ADVISORY SERVICES, INC.
FENTON, MI
$20M
GLASS RETIREMENT STRATEGIES, INC.
WEST BLOOMFIELD, MI
$20M
-11.9% 1Y
UPBEAT FINANCIAL INCORPORATED
$20M
FINTENTIONAL LLC
$20M
HEAL FINANCIAL LLC
$20M
TACTICAL ALLOCATION GROUP, LLC
BIRMINGHAM, MI
$20M
-79.4% 1Y

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