#1Blueprint Partners LLC
BLUEPRINT PARTNERS LLC
Based in Greilickville, MI
Retirement Plan Advisors in Leelanau County, MI
The top-ranked retirement plan advisors serving Leelanau County, MI are Blueprint Partners LLC, Stonepath Wealth Management and Hemming& Wealth Management, Inc.. We list 4 retirement plan advisors serving Leelanau County, MI. 4 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Leelanau County, MI. 4 providers, 4 of the top 4 verified against federal or state records. Registry records checked on 2026-11-04.
Top 4 ranked retirement plan advisors for Leelanau County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Blueprint Partners LLC | SEC-registered investment adviser (CRD)#312902 | Greilickville, MI | (231) 668-4147 |
| 2 | Stonepath Wealth Management | SEC-registered investment adviser (CRD)#328977 | Traverse City, MI (34 mi) | (231) 668-6999 |
| 3 | Hemming& Wealth Management, Inc. | SEC-registered investment adviser (CRD)#300918 | Traverse City, MI (34 mi) | (231) 922-2900 |
| 4 | Sugar Maple Asset Management, LLC | SEC-registered investment adviser (CRD)#282632 | Sister Bay, WI (53 mi) | (920) 585-4985 |
#2Stonepath Wealth Management
SPWM ADVISORS LLCServes this area from Traverse City, MI (34 mi)#3Hemming& Wealth Management, Inc.
HEMMING& WEALTH MANAGEMENT, INC.Serves this area from Traverse City, MI (34 mi)#4Sugar Maple Asset Management, LLC
SUGAR MAPLE ASSET MANAGEMENT, LLCServes this area from Sister Bay, WI (53 mi)
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Frequently asked questions
How many retirement plan advisors serve Leelanau County?
We list 4 retirement plan advisors serving Leelanau County, MI: 1 based there and 3 serving it from nearby. 4 of the top 4 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Leelanau County?
The top-ranked retirement plan advisors serving Leelanau County, MI are Blueprint Partners LLC, Stonepath Wealth Management, Hemming& Wealth Management, Inc. and Sugar Maple Asset Management, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Leelanau County are verified against official records?
4 of the top 4 match an active official record: Blueprint Partners LLC (U.S. Securities and Exchange Commission), Stonepath Wealth Management (U.S. Securities and Exchange Commission), Hemming& Wealth Management, Inc. (U.S. Securities and Exchange Commission) and Sugar Maple Asset Management, LLC (U.S. Securities and Exchange Commission). Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Greilickville, Suttons Bay, Northport, Leland, Empire, Omena, Glen Arbor, Lake Leelanau, Maple City, Cedar