# Financial advisors for executives in Michigan > For executives in Michigan, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Wenma Gorman of Sigma Investment Counselors, Daniel Seder of Blue Chip Partners and Dan Michaud of NPF Investment Advisors. Page: https://find.wellspent.co/audiences/executives/michigan/ 67 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to as an executive in Michigan? For executives in Michigan, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Wenma Gorman of Sigma Investment Counselors, Daniel Seder of Blue Chip Partners and Dan Michaud of NPF Investment Advisors. - [Wenma Gorman](https://find.wellspent.co/advisors/wenma-gorman/), Sigma Investment Counselors, Northville. Holds the CFA and CFP. Fees on file: percentage of assets. - [Daniel Seder](https://find.wellspent.co/advisors/daniel-seder/), Blue Chip Partners, Farmington Hills. Holds the CFA and CFP. Fees on file: percentage of assets. - [Dan Michaud](https://find.wellspent.co/advisors/dan-michaud/), NPF Investment Advisors, Grand Rapids. Holds the CFP. Fees on file: percentage of assets. - [Ryan Johnson](https://find.wellspent.co/advisors/ryan-johnson/), Hundred Financial Planning, Grand Rapids. Holds the CFP. Fees on file: one-time planning fee, percentage of assets. - [Andrew Mitchell](https://find.wellspent.co/advisors/andrew-mitchell/), Fiduciary Financial Advisors, Grand Rapids. Holds the CFP. Fees on file: percentage of assets, subscription. - [Justin Rush](https://find.wellspent.co/advisors/justin-rush-651460/), Arcadia Capital, Saline. Holds the CFP. Fees on file: percentage of assets. ## How many fee-only financial advisors in Michigan work with executives? The Wellspent public graph lists 67 fee-only advisors for executives in Michigan, at 14 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for executives in Michigan located? Of the 67 fee-only advisors for executives in Michigan, 19 are in Farmington Hills, followed by 11 in Grand Rapids and 10 in Bloomfield Hills. ## How do fee-only advisors for executives in Michigan charge? The most common fee among fee-only advisors for executives in Michigan is a percentage of assets, used by 99% of the 67 with fees on file. Many use more than one: 24% charge fixed fees and 12% charge by the hour. ## How much do fee-only financial advisors charge in Michigan? Fee-only financial advisors in Michigan charge a median of $3,000 a year for ongoing planning. We found this across the published prices of 20 Michigan firms. ## How much does a one-time financial plan cost in Michigan? A one-time financial plan from a fee-only firm in Michigan has a median price of $975. We found this across the published prices of 13 Michigan firms. ## What credentials should a financial advisor for executives have? For executives, look for the CFA and CFP. In Michigan, 36% of the 67 advisors listed hold the CFP. - CFA (16% of advisors listed): The CFA helps with concentrated stock. - CFP (36% of advisors listed): The CFP keeps compensation in the wider plan. ## How do Michigan advisors for executives compare with the rest of the US? 12% of fee-only advisors for executives in Michigan charge by the hour, compared with 44% of the 2,050 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Michigan tax income on top of federal tax? Yes. Michigan has a state income tax, so a financial plan for a Michigan resident should project it alongside federal tax. ## Is there a local income tax in Michigan? Yes. In Michigan, some cities, including Detroit, add a local income tax. ## What happens to stock pay if you move to or from Michigan? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Michigan can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor as an executive in Michigan? - How would you plan my deferred compensation elections? - How do you work around trading windows and 10b5-1 plans? - How much of my wealth should depend on my employer? - What would you do first if I left or was let go? - How do you account for local income tax where I live and work? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for executives in Michigan? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Ryan Johnson](https://find.wellspent.co/advisors/ryan-johnson.md) | Hundred Financial Planning | Grand Rapids, Michigan | CFP | One-time planning fee, Percentage of assets, Subscription, Flat fee or retainer | | [Andrew Mitchell](https://find.wellspent.co/advisors/andrew-mitchell.md) | Fiduciary Financial Advisors | Grand Rapids, Michigan | CFP | Percentage of assets, Subscription | | [Dan Michaud](https://find.wellspent.co/advisors/dan-michaud.md) | NPF Investment Advisors | Grand Rapids, Michigan | CFP | Percentage of assets | | [Amanda Lehnert](https://find.wellspent.co/advisors/amanda-lehnert.md) | Sigma Investment Counselors | Northville, Michigan | CFP | Percentage of assets | | [Christopher Frayne](https://find.wellspent.co/advisors/christopher-frayne.md) | Sigma Investment Counselors | Northville, Michigan | CFP, CFA | Percentage of assets | | [Michael Mullenax](https://find.wellspent.co/advisors/michael-mullenax.md) | Sigma Investment Counselors | Northville, Michigan | CFP | Percentage of assets | | [Wenma Gorman](https://find.wellspent.co/advisors/wenma-gorman.md) | Sigma Investment Counselors | Northville, Michigan | CFP, CFA | Percentage of assets | | [Daniel Seder](https://find.wellspent.co/advisors/daniel-seder.md) | Blue Chip Partners | Farmington Hills, Michigan | CFP, CFA | Percentage of assets | | [David Foret](https://find.wellspent.co/advisors/david-foret.md) | Blue Chip Partners | Farmington Hills, Michigan | CFP | Percentage of assets | | [Deborah VanDam](https://find.wellspent.co/advisors/deborah-vandam.md) | Blue Chip Partners | Farmington Hills, Michigan | CFP | Percentage of assets | | [Jonathan Johnson](https://find.wellspent.co/advisors/jonathan-johnson.md) | Blue Chip Partners | Farmington Hills, Michigan | CFP | Percentage of assets | | [Justin Rush](https://find.wellspent.co/advisors/justin-rush-651460.md) | Arcadia Capital | Saline, Michigan | CFP | Percentage of assets | | [Matthew Mondoux](https://find.wellspent.co/advisors/matthew-mondoux.md) | Blue Chip Partners | Farmington Hills, Michigan | CFP, CFA | Percentage of assets | | [Naoko McKelvey](https://find.wellspent.co/advisors/naoko-mckelvey.md) | Blue Chip Partners | Farmington Hills, Michigan | CFP | Percentage of assets | | [Robert Steinberg](https://find.wellspent.co/advisors/robert-steinberg.md) | Blue Chip Partners | Farmington Hills, Michigan | CFP | Percentage of assets | | [Denise Farkas](https://find.wellspent.co/advisors/denise-farkas.md) | Sigma Investment Counselors | Northville, Michigan | CFA | Percentage of assets | | [Genadi Slavov](https://find.wellspent.co/advisors/genadi-slavov.md) | Sigma Investment Counselors | Northville, Michigan | CFA | Percentage of assets | | [Robert Bilkie](https://find.wellspent.co/advisors/robert-bilkie.md) | Sigma Investment Counselors | Northville, Michigan | CFA | Percentage of assets | | [Arian Nelson](https://find.wellspent.co/advisors/arian-nelson.md) | Hill Island Financial | Grand Rapids, Michigan | CFP | Percentage of assets, Fixed fees | | [Blake Appell](https://find.wellspent.co/advisors/blake-appell.md) | Hill Island Financial | Grand Rapids, Michigan | CFP | Percentage of assets, Fixed fees | | [Daniel Dusina](https://find.wellspent.co/advisors/daniel-dusina.md) | Blue Chip Partners | Farmington Hills, Michigan | CFA | Percentage of assets | | [Erin Goss](https://find.wellspent.co/advisors/erin-goss.md) | Blue Chip Partners | Farmington Hills, Michigan | CFA | Percentage of assets | | [Christopher Brittingham](https://find.wellspent.co/advisors/christopher-brittingham.md) | Diversified Portfolios | Bloomfield Hills, Michigan | CFP | Percentage of assets | | [Connor Hughes](https://find.wellspent.co/advisors/connor-hughes.md) | Diversified Portfolios | Bloomfield Hills, Michigan | CFP | Percentage of assets | | [Eric Larson](https://find.wellspent.co/advisors/eric-larson.md) | Sigma Investment Counselors | Northville, Michigan | | Percentage of assets | | [Frederick Moosherr](https://find.wellspent.co/advisors/frederick-moosherr.md) | Canopy Wealth Management | Birmingham, Michigan | | Percentage of assets | | [Katharine Wagner](https://find.wellspent.co/advisors/katharine-wagner.md) | Diversified Portfolios | Bloomfield Hills, Michigan | CFP | Percentage of assets | | [Noel Villajuan](https://find.wellspent.co/advisors/noel-villajuan.md) | Diversified Portfolios | Bloomfield Hills, Michigan | CFP | Percentage of assets | | [Paul Warholak Jr](https://find.wellspent.co/advisors/paul-warholak-jr.md) | Sigma Investment Counselors | Northville, Michigan | | Percentage of assets | | [Reyn Eichenlaub](https://find.wellspent.co/advisors/reyn-eichenlaub.md) | Canopy Wealth Management | Birmingham, Michigan | | Percentage of assets | | [Ryan Conner](https://find.wellspent.co/advisors/ryan-conner.md) | Diversified Portfolios | Bloomfield Hills, Michigan | CFP | Percentage of assets | | [Thomas Post](https://find.wellspent.co/advisors/thomas-post.md) | Diversified Portfolios | Bloomfield Hills, Michigan | CFP | Percentage of assets | | [Adam Larkin](https://find.wellspent.co/advisors/adam-larkin.md) | Blue Chip Partners | Farmington Hills, Michigan | | Percentage of assets | | [Andrea Cloutier](https://find.wellspent.co/advisors/andrea-cloutier.md) | Blue Chip Partners | Farmington Hills, Michigan | | Percentage of assets | | [Cody Vanderhagen](https://find.wellspent.co/advisors/cody-vanderhagen.md) | Blue Chip Partners | Farmington Hills, Michigan | | Percentage of assets | | [Dylan Stockwell](https://find.wellspent.co/advisors/dylan-stockwell.md) | Blue Chip Partners | Farmington Hills, Michigan | | Percentage of assets | | [Gina DiGirolamo](https://find.wellspent.co/advisors/gina-digirolamo.md) | Blue Chip Partners | Farmington Hills, Michigan | | Percentage of assets | | [Hayden Kibbey](https://find.wellspent.co/advisors/hayden-kibbey.md) | Blue Chip Partners | Farmington Hills, Michigan | | Percentage of assets | | [Julia Shaw](https://find.wellspent.co/advisors/julia-shaw.md) | Blue Chip Partners | Farmington Hills, Michigan | | Percentage of assets | | [Keely McLeod](https://find.wellspent.co/advisors/keely-mcleod.md) | Blue Chip Partners | Farmington Hills, Michigan | | Percentage of assets | | [Mitchell Kahl](https://find.wellspent.co/advisors/mitchell-kahl.md) | Blue Chip Partners | Farmington Hills, Michigan | | Percentage of assets | | [Vincent Parrack](https://find.wellspent.co/advisors/vincent-parrack.md) | Blue Chip Partners | Farmington Hills, Michigan | | Percentage of assets | | [Daniel Goldberg](https://find.wellspent.co/advisors/daniel-goldberg.md) | Diversified Portfolios | Bloomfield Hills, Michigan | CFA | Percentage of assets | | [Ronald Yolles](https://find.wellspent.co/advisors/ronald-yolles.md) | Diversified Portfolios | Bloomfield Hills, Michigan | CFA | Percentage of assets | | [Amanda Bassford](https://find.wellspent.co/advisors/amanda-bassford.md) | Hill Island Financial | Grand Rapids, Michigan | | Percentage of assets, Fixed fees | | [Daniel Bloemers](https://find.wellspent.co/advisors/daniel-bloemers.md) | Hill Island Financial | Grand Rapids, Michigan | | Percentage of assets, Fixed fees | | [Jacob VandenBosch](https://find.wellspent.co/advisors/jacob-vandenbosch.md) | Hill Island Financial | Grand Rapids, Michigan | | Percentage of assets, Fixed fees | | [Joshua Moeller](https://find.wellspent.co/advisors/joshua-moeller.md) | Hill Island Financial | Grand Rapids, Michigan | | Percentage of assets, Fixed fees | | [Kevin Toler](https://find.wellspent.co/advisors/kevin-toler.md) | Hill Island Financial | Grand Rapids, Michigan | | Percentage of assets, Fixed fees | | [Rebecka Pratt](https://find.wellspent.co/advisors/rebecka-pratt.md) | Hill Island Financial | Grand Rapids, Michigan | | Percentage of assets, Fixed fees | Showing the first 50 of 67. The full list, page by page: https://find.wellspent.co/audiences/executives/michigan/?page=2 ## Related - [Retirement planning in Michigan](https://find.wellspent.co/specialties/retirement-planning/michigan.md) - [Tax planning in Michigan](https://find.wellspent.co/specialties/tax-planning/michigan.md) - [Estate planning in Michigan](https://find.wellspent.co/specialties/estate-planning/michigan.md) - [Family wealth transfer in Michigan](https://find.wellspent.co/specialties/family-wealth-transfer/michigan.md) - [Pre-retirees in Michigan](https://find.wellspent.co/audiences/pre-retirees/michigan.md) - [Retirees in Michigan](https://find.wellspent.co/audiences/retirees/michigan.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).