CFP financial advisors in Michigan
How do I find fee-only advisors who hold the CFP in Michigan?
In Michigan, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. 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.
- Daniel Seder Blue Chip Partners, Farmington Hills Holds the CFP and CFA. Fees on file: percentage of assets.
- Sam Fawaz Y.D. Financial Services, Inc., Southfield Holds the CFP and CPA. Fees on file: hourly, ongoing planning fee.
- Bryan Haggard RetireMitten Financial LLC, Milford Holds the CFP and CFA. Fees on file: percentage of assets, one-time planning fee.
By the numbers
- Advisors listed
- 273
- Firms
- 158
- Cities
- 69
- Hold the CFP
- 100%
- Other credentials: CFA 10% · CPA 3% · EA 3%
- How they charge (of 273 with fees on file): percentage of assets 87% · fixed fees 52% · hourly 45% · ongoing planning fee 15%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFP financial advisors by state
- California (1,234)
- Texas (787)
- Florida (498)
- Pennsylvania (466)
- New York (422)
- Virginia (402)
- Ohio (368)
- North Carolina (353)
- Colorado (342)
- Illinois (337)
- Massachusetts (334)
- Georgia (315)
- Washington (298)
- Tennessee (250)
- Minnesota (247)
- Maryland (244)
- New Jersey (213)
- Arizona (201)
- Wisconsin (192)
- Indiana (181)
- Oregon (179)
- Missouri (160)
- Kansas (142)
- Connecticut (139)
- Utah (134)
- South Carolina (123)
- New Hampshire (97)
- Iowa (83)
- Alabama (82)
- Oklahoma (69)
- Kentucky (64)
- Idaho (62)
- Nebraska (46)
- Delaware (41)
- Louisiana (41)
- Arkansas (38)
- Nevada (38)
- Vermont (38)
- Maine (37)
- Rhode Island (37)
- District of Columbia (34)
- Mississippi (31)
- Montana (26)
- New Mexico (26)
Questions about cFP financial advisors
How many fee-only advisors who hold the CFP in Michigan are there?
The Wellspent public graph lists 273 fee-only advisors who hold the CFP in Michigan, at 158 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who hold the CFP in Michigan located?
Of the 273 fee-only advisors who hold the CFP in Michigan, 38 are in Grand Rapids, followed by 24 in Bloomfield Hills and 18 in Troy.
How do fee-only advisors who hold the CFP in Michigan charge?
The most common fee among fee-only advisors who hold the CFP in Michigan is a percentage of assets, used by 87% of the 273 with fees on file. Many use more than one: 52% charge fixed fees and 45% charge by the hour.
How many fee-only advisors who hold the CFP in Michigan hold the CFP?
100% of the 273 fee-only advisors who hold the CFP 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 CFP?
We count an advisor here when their record lists the CFP.
What should I ask fee-only advisors who hold the CFP in Michigan?
How long have you held the CFP? Does your work cover my full plan, or mainly investments? What's your specialty beyond the CFP? How do you charge?
How current is this list of fee-only advisors who hold the CFP 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 273 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Ryan Johnson We help successful professionals and families simplify their finances, make confident decisions, and align their money with the life they want to live. | Hundred Financial Planning | Grand Rapids | CFP | One-time planning fee, Percentage of assets |
| Scott Grissom A former college professor who helps couples build a custom retirement roadmap covering investments, taxes, insurance, spending and estate planning. | Socrates Financial Planning LLC | Jenison | CFP, PhD | One-time planning fee |
| Andrew Mitchell I'm a wealth advisor who helps entrepreneurs and business owners make smart financial decisions; whether it's managing a windfall, funding a business venture, or building generational wealth so they can invest in themselves, their communities, and their passions. | Fiduciary Financial Advisors | Grand Rapids | CFP | Percentage of assets, Subscription |
| Bryan Haggard | RetireMitten Financial LLC | Milford | CFA, CFP | Percentage of assets, One-time planning fee |
| Jeremy Wilson | J Wilson Wealth Management | Davison | CFP | Percentage of assets, Flat fee or retainer |
| Julie Quick | Cultivate Financial Wellness | Howell | BFA, CDFA, CFP | Percentage of assets, Hourly |
| Lynn Chen-Zhang | Zhang Financial | Bloomfield Hills | CFP, CPA, MBA, MS | Percentage of assets, Hourly |
| Stephanie Trexler | Golden Goose Wealth Planning | Grand Rapids | CFP, MS, MSFP | Percentage of assets, Ongoing planning fee |
| Warren McIntyre | VisionQuest Financial Planning LLC | Troy | CFP, MBA | Fixed fees |
| Anthony Watson | Thrive Retirement Specialists | Dearborn | CFP, CFA, RICP, MBA | Flat fee or retainer |
| Brian Face | Face 2 Face Financial Planning | Portage | CFP | Percentage of assets, Hourly |
| Brittany Ringo | Autumn Financial Advisors, LLC | Plymouth | CFP | Percentage of assets, Hourly |
| Dan Michaud | NPF Investment Advisors | Grand Rapids | CFP | Percentage of assets |
| Jordan Leaman | True Wealth Retirement Partners | Grand Rapids | CFP | Flat fee or retainer, Ongoing planning fee |
| Michael Nemick | Thrive Retirement Specialists | Dearborn | CFP, CFA, MBA, RICP | Flat fee or retainer |
| Todd Kephart | Retirement Income Solutions, Inc. | Ann Arbor | CFP, MBA | Percentage of assets, One-time planning fee |
| Carla Adams | Ametrine Wealth | Lake Orion | CFP, MBA | Percentage of assets, Ongoing planning fee |
| David Shotwell | Shotwell Rutter Baer, Inc. | Lansing | CFP, MSFP | Percentage of assets, Ongoing planning fee |
| Greg Brown | Pathway Financial Planning, LLC | Novi | CFP | Percentage of assets |
| Griffin Saddler | Watershed Wealth | Alpena | CFP | Percentage of assets |
| Jarryd Smith | Harbor Light Planning, LLC | Royal Oak | CFP | Ongoing planning fee |
| John Losen | Bespoke Financial Planning, LLC | Wayne | CFP | Ongoing planning fee |
| Nick Nauta | Shotwell Rutter Baer | Lansing | CFP, CLU, RLP, TPCP | Percentage of assets, Ongoing planning fee |
| Richard Feight | IAM Financial, LLC | East Lansing | CFP, EA | Percentage of assets, Fixed fees |
| 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 |
| Benjamin Barnhart | Barnhart Wealth Management | Washington | CFP, EA | Percentage of assets, Fixed fees |
| Deanna Harless | Bernard Wealth Management Corp. | Royal Oak | CFP | Percentage of assets |
| George Papadopoulos | George Papadopoulos, CPA/PFS, CFP | Novi | CFP, CPA/PFS | Percentage of assets, Hourly |
| Keith Southwick | StraitGate Financial | Northville | CFP, ChFC, CLU | Ongoing planning fee |
| Trent DeBruin | MD Wealth Management | Chelsea | CFA, CFP, MBA | Ongoing planning fee |
| Brent Bell | Bell Financial Planning | South Lyon | CFP, MSFP | Percentage of assets, Ongoing planning fee |
| Chip Basel Basel, Jr. | Stepping Stone Advisors, LLC | Alexandria | CFP | Ongoing planning fee |
| David Deller | Deller Wealth Management | Royal Oak | AAMS, CFP | Percentage of assets, Ongoing planning fee |
| Laura Corbiani | Astraea Wealth Management, LLC | Grand Rapids | CFP | Percentage of assets, Flat fee or retainer |
| Michelle Crumm | Present Value, LLC DBA Belle Eve Financial, LLC | Dexter | CFP, CPA, MBA | Ongoing planning fee |
| Robert Oliver | Oliver Financial Planning, LLC | Ann Arbor | CFA, CFP, MBA | Ongoing planning fee |
| Amanda Lehnert | Sigma Investment Counselors | Northville | CFP | Percentage of assets |
| Christopher Frayne | Sigma Investment Counselors | Northville | CFP, CFA | Percentage of assets |
| Jeffrey Belmonte | SummitView Advisors | Belmont | CFP | Percentage of assets |
| Laurie Stegenga | Foresight Capital Management Advisors, Inc. | Saline | AIF, CEPA, CFP, CIMA | Percentage of assets, Hourly |
| Michael Mullenax | Sigma Investment Counselors | Northville | CFP | Percentage of assets |
| Wenma Gorman | Sigma Investment Counselors | Northville | CFP, CFA | Percentage of assets |
| Brad Thomas | Midwest Capital Advisors | Grand Rapids | CFP, CRPC | Percentage of assets |
| Brandon Bauer | Voisard Asset Management Group | Grand Rapids | CFP | Percentage of assets, Hourly |
| Daniel Seder | Blue Chip Partners | Farmington Hills | CFP, CFA | Percentage of assets |
| David Foret | Blue Chip Partners | Farmington Hills | CFP | Percentage of assets |
| Deborah VanDam | Blue Chip Partners | Farmington Hills | CFP | Percentage of assets |
| Jason Tank | Front Street Wealth Management | Traverse City | CFP, CFA, EA | One-time planning fee |
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