Financial advisors for executives in Michigan

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.

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.

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.

See every fee-only advisor fee in Michigan

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.

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?

1. How would you plan my deferred compensation elections?
2. How do you work around trading windows and 10b5-1 plans?
3. How much of my wealth should depend on my employer?
4. What would you do first if I left or was let go?
5. How do you account for local income tax where I live and work?
6. 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.