| Gina DiGirolamo | Blue Chip Partners | Farmington Hills | Not listed | Percentage of assets |
| Hayden Kibbey | Blue Chip Partners | Farmington Hills | Not listed | Percentage of assets |
| Jay Berger | Independent Wealth Management | Traverse City | CFP | Percentage of assets, Hourly |
| Julia Shaw | Blue Chip Partners | Farmington Hills | Not listed | Percentage of assets |
| Keely McLeod | Blue Chip Partners | Farmington Hills | Not listed | Percentage of assets |
| Mark Kidd | Kidd Financial Planning | Livonia | PFS | Percentage of assets, Hourly |
| Matthew Kidd | Kidd Financial Planning | Livonia | PFS | Percentage of assets, Hourly |
| Mitchell Kahl | Blue Chip Partners | Farmington Hills | Not listed | Percentage of assets |
| Scott Hackney | Independent Wealth Management | Traverse City | CFP | Percentage of assets, Hourly |
| Stephen Fisher | Independent Wealth Management | Traverse City | CFP | Percentage of assets, Hourly |
| Steven Underriter | Freedom Financial Planning Solutions | Grand Rapids | Not listed | Flat fee or retainer |
| Vincent Parrack | Blue Chip Partners | Farmington Hills | Not listed | Percentage of assets |
| Daniel Vredeveld | Richmond Brothers | Jackson | CFP | Percentage of assets, Hourly |
| Gabriel Newhof | JVL Wealth Strategies | Wyoming | Not listed | Percentage of assets, Hourly |
| Matthew Curfman | Richmond Brothers | Jackson | CFP | Percentage of assets, Hourly |
| Andrew Perri | Pinnacle Wealth Management | Brighton | Not listed | Percentage of assets, Hourly |
| Bruce Beckett | My Financial Coach | Midland | Not listed | Percentage of assets, Hourly |
| Eve Gaiser | Pinnacle Wealth Management | Brighton | Not listed | Percentage of assets, Hourly |
| Fadi Issa | Boardwalk Wealth Management | Ann Arbor | Not listed | Percentage of assets, Ongoing planning fee |
| Mark Fetterolf | My Financial Coach | Midland | Not listed | Percentage of assets, Hourly |
| Mark Wojno | Pinnacle Wealth Management | Brighton | Not listed | Percentage of assets, Hourly |
| Paul Day | Pinnacle Wealth Management | Brighton | Not listed | Percentage of assets, Hourly |
| Richard Arbury | My Financial Coach | Midland | Not listed | Percentage of assets, Hourly |
| David Richmond | Richmond Brothers | Jackson | ChFC | Percentage of assets, Hourly |
| Dimitri Poland | Braeburn Wealth Management | Muskegon | Not listed | Percentage of assets, Hourly |
| Donald Carnaghi | Premier Estate Planners | Clinton Township | Not listed | Percentage of assets, Hourly |
| Dragan Filipovic | Gold Coast Capital Management | Douglas | Not listed | Percentage of assets |
| Jason Goosen | Rapids Financial | Kentwood | Not listed | Percentage of assets |
| Logan Metcalf | Braeburn Wealth Management | Muskegon | Not listed | Percentage of assets, Hourly |
| Matthew Sumnicht | Bowline Financial | Grosse Pointe Woods | Not listed | Percentage of assets, Fixed fees |
| Michael Poland | Braeburn Wealth Management | Muskegon | Not listed | Percentage of assets, Hourly |
| Thomas Mazza | Premier Estate Planners | Clinton Township | Not listed | Percentage of assets, Hourly |
| Adriaan van Wyk | Richmond Brothers | Jackson | Not listed | Percentage of assets, Hourly |
| Evan Gruchot | Solyco Wealth | Birmingham | Not listed | Percentage of assets, Hourly |
| Isaac Miller | Solyco Wealth | Birmingham | Not listed | Percentage of assets, Hourly |
| Kevin Ellis-Rutherford | Solyco Wealth | Birmingham | Not listed | Percentage of assets, Hourly |
| Samuel Gettis | Solyco Wealth | Birmingham | Not listed | Percentage of assets, Hourly |
| Thomas Trouba | Solyco Wealth | Birmingham | Not listed | Percentage of assets, Hourly |
| Craig Simmons | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| Don Gill III | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| Jeremy Brandt | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| Kenneth Brandt | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| Roger Denha | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |