CFA financial advisors in Michigan
How do I find fee-only advisors who hold the CFA in Michigan?
In Michigan, look for a fee-only advisor who holds the CFA charter if investment analysis is your main need. The CFA centers on investing, so check who handles the rest of your plan. Records to start with include Jason Tank of Front Street Wealth Management, Lynn Chen-Zhang of Zhang Financial and Ashlee deSteiger of Gunder Wealth Management.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Jason Tank Front Street Wealth Management, Traverse City Holds the CFP, CFA and EA. Fees on file: one-time planning fee.
- Lynn Chen-Zhang Zhang Financial, Bloomfield Hills Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- Ashlee deSteiger Gunder Wealth Management, Birmingham Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- Robert Oliver Oliver Financial Planning, LLC, Ann Arbor Holds the CFP and CFA. Fees on file: ongoing planning fee.
- Michael Nemick Thrive Retirement Specialists, Dearborn Holds the CFP and CFA. Fees on file: flat fee or retainer.
- Andrew Musbach MD Wealth Management, Chelsea Holds the CFP and CFA. Fees on file: ongoing planning fee.
By the numbers
- Advisors listed
- 73
- Firms
- 43
- Cities
- 25
- Hold the CFP
- 36%
- Other credentials: CFA 100% · CPA 3% · EA 1%
- How they charge (of 73 with fees on file): percentage of assets 86% · hourly 51% · fixed fees 47% · ongoing planning fee 5%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFA financial advisors by state
- California (276)
- Massachusetts (150)
- Texas (138)
- Pennsylvania (131)
- New York (125)
- Illinois (120)
- Florida (115)
- Georgia (104)
- Colorado (87)
- Ohio (80)
- North Carolina (76)
- Virginia (74)
- Washington (70)
- Maryland (67)
- Minnesota (63)
- Wisconsin (59)
- New Jersey (58)
- Tennessee (54)
- Connecticut (47)
- Arizona (46)
- Oregon (36)
- Missouri (33)
- Indiana (27)
Questions about cFA financial advisors
How many fee-only advisors who hold the CFA in Michigan are there?
The Wellspent public graph lists 73 fee-only advisors who hold the CFA in Michigan, at 43 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who hold the CFA in Michigan located?
Of the 73 fee-only advisors who hold the CFA in Michigan, 11 are in Grand Rapids, followed by 7 in Portage and 6 in Bloomfield Hills.
How do fee-only advisors who hold the CFA in Michigan charge?
The most common fee among fee-only advisors who hold the CFA in Michigan is a percentage of assets, used by 86% of the 73 with fees on file. Many use more than one: 51% charge by the hour and 47% charge fixed fees.
How many fee-only advisors who hold the CFA in Michigan hold the CFP?
36% of the 73 fee-only advisors who hold the CFA in Michigan hold the CFP certification, based on the credentials listed on each record.
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.
How does Wellspent decide who counts as fee-only advisors who hold the CFA?
We count an advisor here when their record lists the CFA.
What should I ask fee-only advisors who hold the CFA in Michigan?
Who handles my tax and retirement planning? How do you build a portfolio? Do you pick investments yourself, or use funds? How do you charge?
How current is this list of fee-only advisors who hold the CFA 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.
All 73 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Bryan Haggard | RetireMitten Financial LLC | Milford | CFA, CFP | Percentage of assets, One-time planning fee |
| Lynn Chen-Zhang | Zhang Financial | Bloomfield Hills | CFP, CPA, MBA, MS | Percentage of assets, Hourly |
| Anthony Watson | Thrive Retirement Specialists | Dearborn | CFP, CFA, RICP, MBA | Flat fee or retainer |
| Michael Nemick | Thrive Retirement Specialists | Dearborn | CFP, CFA, MBA, RICP | Flat fee or retainer |
| Ryan Allen | Financial Advisory Corporation | Grand Rapids | CFA, CFP, CKA, ChFC | Percentage of assets, Hourly |
| Andrew Musbach | MD Wealth Management | Chelsea | CFP, CFA, MBA | Ongoing planning fee |
| Ashlee deSteiger | Gunder Wealth Management | Birmingham | CFA, CFP, CPA/PFS, CPA | Percentage of assets, Hourly |
| Trent DeBruin | MD Wealth Management | Chelsea | CFA, CFP, MBA | Ongoing planning fee |
| Robert Oliver | Oliver Financial Planning, LLC | Ann Arbor | CFA, CFP, MBA | Ongoing planning fee |
| Christopher Frayne | Sigma Investment Counselors | Northville | CFP, CFA | Percentage of assets |
| Wenma Gorman | Sigma Investment Counselors | Northville | CFP, CFA | Percentage of assets |
| Daniel Seder | Blue Chip Partners | Farmington Hills | CFP, CFA | Percentage of assets |
| Jason Tank | Front Street Wealth Management | Traverse City | CFP, CFA, EA | One-time planning fee |
| Matthew Mondoux | Blue Chip Partners | Farmington Hills | CFP, CFA | Percentage of assets |
| Chad Soukup | JVL Wealth Strategies | Wyoming | CFP, CFA | Percentage of assets, Hourly |
| Denise Farkas | Sigma Investment Counselors | Northville | CFA | Percentage of assets |
| Genadi Slavov | Sigma Investment Counselors | Northville | CFA | Percentage of assets |
| Matthew Kunnen | JVL Wealth Strategies | Wyoming | CFP, CFA | Percentage of assets, Hourly |
| Robert Bilkie | Sigma Investment Counselors | Northville | CFA | Percentage of assets |
| Daniel Dusina | Blue Chip Partners | Farmington Hills | CFA | Percentage of assets |
| Erin Goss | Blue Chip Partners | Farmington Hills | CFA | Percentage of assets |
| Ilirjan Shkurti | Whistle Stop Financial Advice | Birmingham | CFA | Hourly |
| Anthony Digiovanni | White Pine Investment Co | Livonia | CFA | Percentage of assets |
| Lucas Mansberger | Breakwater Capital | Kalamazoo | CFP, CFA | Percentage of assets, Hourly |
| Michelle Eldridge | Clear Ridge Wealth Management | Kalamazoo | CFA | Percentage of assets |
| David McNeely | Darden Wealth Group | Ann Arbor | CFA | Percentage of assets, Hourly |
| Phillip Mitchell | Kroon & Mitchell | Grand Rapids | CFA | Percentage of assets, Hourly |
| Daniel Boyle | Provident Investment Management | Novi | CFA | Percentage of assets |
| Daniel Goldberg | Diversified Portfolios | Bloomfield Hills | CFA | Percentage of assets |
| Eric Wathen | Provident Investment Management | Novi | CFA | Percentage of assets |
| James Skubik | Provident Investment Management | Novi | CFA | Percentage of assets |
| Mark Vanderpol | VanderPol Investments | Caledonia | CFP, CFA | Percentage of assets |
| Miles Putnam | Provident Investment Management | Novi | CFA | Percentage of assets |
| Ronald Yolles | Diversified Portfolios | Bloomfield Hills | CFA | Percentage of assets |
| Daren Shavell | Calder Financial Group | Ada | CFA | One-time planning fee |
| Jason Close | Motive Wealth Advisors | Birmingham | CFP, CFA | Ongoing planning fee |
| Peter Kennedy | Kennedy Investment Counsel | Birmingham | CFA | Percentage of assets |
| Sam Huszczo | SGH Wealth Management | Lathrup Village | CFA, CFP | Percentage of assets, Hourly |
| Kingshook Ghosh | USAWorld Capital | Canton | CFA | Hourly |
| Richard Toth | VanderPol Investments | Caledonia | CFA | Percentage of assets |
| Kerby Wallick | StreamSong Advisors | Grand Rapids | CFA | Percentage of assets |
| Alex Zhang | Zhang Financial | Portage | CFP, CFA | Percentage of assets, Hourly |
| Daniel Haines | Voisard Asset Management Group | Grand Rapids | CFP, CFA | Percentage of assets, Hourly |
| Daniel Kostaroff | Lsia | Bloomfield Hills | CFP, CFA | Percentage of assets |
| Erik Falconer | Falconer Group | Traverse City | CFP, CFA | Percentage of assets, Hourly |
| Jonathan Phelan | Waterford Financial Management | Fair Haven | CFP, CFA | Percentage of assets, Hourly |
| Tyler Soares | Zhang Financial | Portage | CFP, CFA | Percentage of assets, Hourly |
| Charles Dutcher | NPF Investment Advisors | Grand Rapids | CFA | Percentage of assets, Hourly |
| Corey Ferris | Ferris Financial Services | Midland | ChFC, CFA | Percentage of assets, Fixed fees |
| Curtis Lehnert | Cedar Ridge Investment Management | Byron Center | CFA | Percentage of assets, Hourly |
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