| Jason Close | Motive Wealth Advisors | Birmingham | CFP, CFA | Ongoing planning fee |
| Kimberly Houston | Innermost Wealth Management, LLC | Troy | CFP, CRPC | Percentage of assets, Hourly |
| Lisa Carey | GEM Asset Management, LLC | Plymouth | AWMA, CFP, CRPC, MS | Percentage of assets, Fixed fees |
| Nelson Knill | Rochester Wealth Strategies | Rochester | CFP | Percentage of assets |
| Robert Rahaim | DeSERANNO Wealth Planning | Grosse Pointe Farms | CFP, BS, MA | Percentage of assets, Fixed fees |
| Sam Huszczo | SGH Wealth Management | Lathrup Village | CFA, CFP | Percentage of assets, Hourly |
| Shad Thomas | Stamford Bridge Wealth Management | East Grand Rapids | CFP | Percentage of assets |
| Sophit Lee | Docsa Capital Management, Inc. | Portage | CFP | Percentage of assets, Hourly |
| Thaddeus Phelps | Advance Wealth Management Service | Grand Rapids | CFP, ChFC | Percentage of assets, Hourly |
| Thomas Anderton | 626 Financial | Portage | CFP | Percentage of assets |
| Tyler Rayman | StreamSong Advisors | Grand Rapids | CFP | Percentage of assets |
| Alex Zhang | Zhang Financial | Portage | CFP, CFA | Percentage of assets, Hourly |
| Andrew McLane | Northern Financial Advisors | Bloomfield Hills | CFP | Fixed fees |
| Andrew Roberts | Financial Advisory | Grand Rapids | CFP | Percentage of assets, Hourly |
| Andrew Settecerri | Arbor Trust Wealth Advisors | Ann Arbor | CFP | Percentage of assets, Hourly |
| Andrew Shibley | Afton Advisors | Portage | CFP | Percentage of assets, Fixed fees |
| Angela Brooks | Family Capital Management | Grand Rapids | CFP | Percentage of assets |
| Ann Shadle | Dahring | Cusmano and Associates | Novi | CFP | Percentage of assets, Hourly |
| Audrey Feldpausch | Stenger Family Office | Ann Arbor | CFP | Percentage of assets, Fixed fees |
| Autumn Soltysiak | Hemming& Wealth Management | Traverse City | CFP | Percentage of assets, Hourly |
| Benjamin Cairns | Essex | Spring Lake | CFP | Percentage of assets, Hourly |
| Branden Carney | Melone Private Wealth | Auburn Hills | CFP | Percentage of assets, Hourly |
| Brett Long | Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L | Troy | CFP | Percentage of assets, Hourly |
| Brett Quayle | Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L | Troy | CFP | Percentage of assets, Hourly |
| Brigid Mulroy | Duet Advisory Services | Bingham Farms | CFP, PFS | Percentage of assets, Hourly |
| Bruce Roberts | B.A. Roberts Financial Services | Marquette | CFP | Percentage of assets, Hourly |
| Bryan Long | Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L | Troy | CFP | Percentage of assets, Hourly |
| Cameron Beginin | SGH Wealth Management | Lathrup Village | CFP | Percentage of assets, Hourly |
| Cameron Kleinheksel | Zhang Financial | Portage | CFP | Percentage of assets, Hourly |
| Charles Zhang | Zhang Financial | Portage | CFP, ChFC | Percentage of assets, Hourly |
| Christopher Still | Financial Advisory | Grand Rapids | CFP | Percentage of assets, Hourly |
| Craig Ackermann | Stewardship Trust Advisors | Grandville | CFP | Percentage of assets, Hourly |
| Craig Rayment | Financial Advisory | Grand Rapids | CFP | 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 |
| Daniel Sippell | SGH Wealth Management | Lathrup Village | CFP | Percentage of assets, Hourly |
| Daniel Smith | Francis Financial | Saline | CFP | Percentage of assets, Hourly |
| David Marshall | Zhang Financial | Portage | CFP | Percentage of assets, Hourly |
| Dillon Schroeder | Foresight Capital Management Advisors | Saline | CFP | Percentage of assets, Hourly |
| Dominic Arnold | Northern Financial Advisors | Bloomfield Hills | CFP | Fixed fees |
| Dominik Isham | Northern Financial Advisors | Bloomfield Hills | CFP | Fixed fees |
| Douglas Voisard | Voisard Asset Management Group | Grand Rapids | CFP | Percentage of assets, Hourly |
| Edward Irwin | Valuefirst Planning | Shelby Township | CFP | Percentage of assets, Fixed fees |
| Emily Chludzinski | Baron Wealth Management | Troy | CFP | Percentage of assets, Hourly |
| Emily Wetter | Schwallier Wealth Management | Avoca | CFP | Percentage of assets, Hourly |
| Erik Falconer | Falconer Group | Traverse City | CFP, CFA | Percentage of assets, Hourly |
| Evelyn Breen | Retirement Income Solutions | Ann Arbor | CFP | Percentage of assets, Fixed fees |
| Gary Rosenberg | Planning Alternatives | Birmingham | CFP | Percentage of assets, Hourly |
| George Calvert | Calvert Planning | Troy | CFP | Percentage of assets, Hourly |
| Giselle Schlubatis | Zhang Financial | Portage | CFP | Percentage of assets, Hourly |