Advisors for $1 million to $3 million in Michigan
How do I find fee-only advisors for $1 million to $3 million in Michigan?
In Michigan, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Jason Tank of Front Street Wealth Management, Lynn Chen-Zhang of Zhang Financial and Richard Feight of IAM Financial, LLC.
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.
- Richard Feight IAM Financial, LLC, East Lansing Holds the CFP and EA. Fees on file: percentage of assets, fixed fees.
- Erik Falconer Falconer Group, Traverse City Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Charlie Cook Coriander Financial Group LLC, Ann Arbor Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Daniel Kostaroff Lsia, Bloomfield Hills Holds the CFP and CFA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 104
- Firms
- 31
- Cities
- 21
- Hold the CFP
- 51%
- Other credentials: CFA 22% · CPA 2% · EA 2%
- How they charge (of 104 with fees on file): percentage of assets 98% · fixed fees 67% · hourly 48% · ongoing planning fee 12%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for $1 million to $3 million by state
- California (428)
- Texas (312)
- Florida (209)
- Pennsylvania (208)
- Massachusetts (187)
- New York (178)
- Ohio (158)
- Illinois (131)
- Maryland (127)
- Georgia (126)
- Colorado (124)
- North Carolina (104)
- Wisconsin (90)
- Connecticut (83)
- Tennessee (80)
- Indiana (77)
- Virginia (73)
- Arizona (71)
- Washington (68)
- Minnesota (64)
- New Jersey (63)
- Alabama (54)
- Nebraska (51)
- Oregon (48)
- Missouri (44)
- Louisiana (42)
- New Hampshire (29)
- Utah (28)
- Mississippi (26)
- Rhode Island (25)
Questions about advisors for $1 million to $3 million
How many fee-only advisors for $1 million to $3 million in Michigan are there?
The Wellspent public graph lists 104 fee-only advisors for $1 million to $3 million in Michigan, at 31 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $1 million to $3 million.
Where are fee-only advisors for $1 million to $3 million in Michigan located?
Of the 104 fee-only advisors for $1 million to $3 million in Michigan, 19 are in Ann Arbor, followed by 18 in Troy and 18 in Portage.
How do fee-only advisors for $1 million to $3 million in Michigan charge?
The most common fee among fee-only advisors for $1 million to $3 million in Michigan is a percentage of assets, used by 98% of the 104 with fees on file. Many use more than one: 67% charge fixed fees and 48% charge by the hour.
How many fee-only advisors for $1 million to $3 million in Michigan hold the CFP?
51% of the 104 fee-only advisors for $1 million to $3 million 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 for $1 million to $3 million?
We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more.
What should I ask fee-only advisors for $1 million to $3 million in Michigan?
What would I pay in dollars each year? Are tax and estate planning included in the fee? Does your fee drop as assets grow? Who would I actually work with?
How current is this list of fee-only advisors for $1 million to $3 million 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 104 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Lynn Chen-Zhang | Zhang Financial | Bloomfield Hills | CFP, CPA, MBA, MS | Percentage of assets, Hourly |
| Todd Kephart | Retirement Income Solutions, Inc. | Ann Arbor | CFP, MBA | Percentage of assets, One-time planning fee |
| Richard Feight | IAM Financial, LLC | East Lansing | CFP, EA | Percentage of assets, Fixed fees |
| Brad Thomas | Midwest Capital Advisors | Grand Rapids | CFP, CRPC | Percentage of assets |
| Jason Tank | Front Street Wealth Management | Traverse City | CFP, CFA, EA | One-time planning fee |
| Brendan Bugenski | William Mack & Associates | Troy | CFP | Percentage of assets, Ongoing planning fee |
| Frank Arvai | William Mack & Associates | Troy | CFP | Percentage of assets, Ongoing planning fee |
| Jennie Spurlock | William Mack & Associates | Troy | CFP | Percentage of assets, Ongoing planning fee |
| John Cunningham | William Mack & Associates | Troy | CFP | Percentage of assets, Ongoing planning fee |
| Patrick Cunningham | William Mack & Associates | Troy | CFP | Percentage of assets, Ongoing planning fee |
| Theodore Bugenski | William Mack & Associates | Troy | CFP | Percentage of assets, Ongoing planning fee |
| William Mack | William Mack & Associates | Troy | CFP | Percentage of assets, Ongoing planning fee |
| Scott Heath | Heath Capital Management | Bloomfield Hills | CFP | Percentage of assets, Fixed fees |
| Daniel Boyle | Provident Investment Management | Novi | CFA | Percentage of assets |
| Eric Wathen | Provident Investment Management | Novi | CFA | Percentage of assets |
| James Skubik | Provident Investment Management | Novi | CFA | Percentage of assets |
| Miles Putnam | Provident Investment Management | Novi | CFA | Percentage of assets |
| Richard Keil | William Mack & Associates | Southfield | PFS | Percentage of assets, Ongoing planning fee |
| Thomas Hardy | Hardy Financial Planning | Ann Arbor | CFP | Hourly, Fixed fees |
| Timothy Wendt | Wendt Financial Advisors | Battle Creek | CFP | Percentage of assets, Hourly |
| William Stone | 46 and 2 Investment Advisors, LLC. | Traverse City | CFP | Percentage of assets, Hourly |
| Charlie Cook | Coriander Financial Group LLC | Ann Arbor | CDFA, CFP, CPA | Percentage of assets, Hourly |
| Peter Kennedy | Kennedy Investment Counsel | Birmingham | CFA | Percentage of assets |
| Sam Huszczo | SGH Wealth Management | Lathrup Village | CFA, CFP | Percentage of assets, Hourly |
| Charles Dickinson | William Mack & Associates | Harbor Springs | Not listed | Percentage of assets, Ongoing planning fee |
| Deanna KInney | William Mack & Associates | Troy | Not listed | Percentage of assets, Ongoing planning fee |
| Timothy Mack | William Mack & Associates | Troy | Not listed | Percentage of assets, Ongoing planning fee |
| William Caton | William Mack & Associates | Troy | Not listed | Percentage of assets, Ongoing planning fee |
| Austin Hilliker | Wellspring Investing | Atlantic Mine | Not listed | Percentage of assets |
| Esteban Hernandez | Measured Strategies | Ada | Not listed | Percentage of assets, Hourly |
| Alex Zhang | Zhang Financial | Portage | CFP, CFA | Percentage of assets, Hourly |
| Branden Carney | Melone Private Wealth | Auburn Hills | 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 |
| Daniel Kostaroff | Lsia | Bloomfield Hills | CFP, CFA | Percentage of assets |
| Daniel Sippell | SGH Wealth Management | Lathrup Village | CFP | Percentage of assets, Hourly |
| David Marshall | Zhang Financial | Portage | CFP | Percentage of assets, Hourly |
| Emily Chludzinski | Baron Wealth Management | Troy | 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 |
| Jack Ombry | Zhang Financial | Portage | CFP | Percentage of assets, Hourly |
| Jack Tunge | Midwest Capital Advisors | Grand Rapids | CFP | Percentage of assets, Fixed fees |
| John Atkinson | SGH Wealth Management | Lathrup Village | CFP | Percentage of assets, Hourly |
| John Bailey | Retirement Income Solutions | Ann Arbor | CFP | Percentage of assets, Fixed fees |
| John Goff | Retirement Income Solutions | Ann Arbor | CFP | Percentage of assets, Fixed fees |
| Joseph Kettinger | Retirement Income Solutions | Ann Arbor | CFP, ChFC | Percentage of assets, Fixed fees |
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