W Wellspent
Wellspent public graph/Find by/Advisors for $1 million to $3 million/Michigan

Advisors for $1 million to $3 million in Michigan

All 104 advisors

Advisors for $1 million to $3 million in Michigan: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Joseph Lasslett Baron Wealth Management Troy CFP Percentage of assets, Hourly
Kent Golightly Planning Alternatives Birmingham CFP Percentage of assets, Hourly
Kevin Decker Retirement Income Solutions Ann Arbor CFP Percentage of assets, Fixed fees
Kolby Smith Zhang Financial Portage CFP Percentage of assets, Hourly
Kyle Mack Zhang Financial Portage CFP Percentage of assets, Hourly
Kyle Triemstra Zhang Financial Portage CFP Percentage of assets, Hourly
Levi Hendershott Zhang Financial Portage CFP Percentage of assets, Hourly
Louis Melone Melone Private Wealth Auburn Hills CFP Percentage of assets, Hourly
Mark Satkoski Midwest Capital Advisors Grand Rapids CFP Percentage of assets, Fixed fees
Nathan Mersereau Planning Alternatives Birmingham CFP Percentage of assets, Hourly
Preston Koslakiewicz Zhang Financial Portage CFP Percentage of assets, Hourly
Robert Genereaux Retirement Income Solutions Ann Arbor CFP Percentage of assets, Fixed fees
Travis Veenhuis Zhang Financial Bloomfield Hills CFP Percentage of assets, Hourly
Tyler Soares Zhang Financial Portage CFP, CFA Percentage of assets, Hourly
William Ciske SGH Wealth Management Lathrup Village CFP Percentage of assets, Hourly
Arthur Cole CND Financial Livonia PFS Percentage of assets, Hourly
David Tutak Planning Alternatives Birmingham CFA Percentage of assets, Hourly
Gerald Seizert Heron Bay Capital Management Bloomfield Hills CFA Percentage of assets
Joseph Ashmore Heron Bay Capital Management Bloomfield Hills CFA Percentage of assets
Mark Miller Miller Capital Troy CFA Percentage of assets, Hourly
Megan Flynn Retirement Income Solutions Ann Arbor CFA Percentage of assets, Fixed fees
Robert McDougall Zhang Financial Portage CFA Percentage of assets, Hourly
Skylar Bus Zhang Financial Portage ChFC Percentage of assets, Hourly
Steven Shepich Laffer Tengler Investments Royal Oak CFA Percentage of assets, Hourly
Tianxing Zheng Zhang Financial Portage CFA Percentage of assets, Hourly
Timothy Hanna Planning Alternatives Birmingham CFA Percentage of assets, Hourly
Troy Williams Miller Capital Troy CFA Percentage of assets, Hourly
Yuanlei Zhu Zhang Financial Portage CFA Percentage of assets, Hourly
Aaron Tanner Retirement Income Solutions Ann Arbor Not listed Percentage of assets, Fixed fees
Alexander LaLonde Retirement Income Solutions Ann Arbor Not listed Percentage of assets, Fixed fees
Amanda Hartman Zhang Financial Portage Not listed Percentage of assets, Hourly
Amy Holzer Retirement Income Solutions Ann Arbor Not listed Percentage of assets, Fixed fees
Avery Ragatzki Baron Wealth Management Troy Not listed Percentage of assets, Hourly
Beth Zilka Baron Wealth Management Troy Not listed Percentage of assets, Hourly
Breann Mulligan Coriander Financial Group Ann Arbor Not listed Percentage of assets, Hourly
Brock Hastie Retirement Income Solutions Ann Arbor Not listed Percentage of assets, Fixed fees
Chetan Rastogi Heron Bay Capital Management Bloomfield Hills Not listed Percentage of assets
Christine Lindberg Zhang Financial Portage Not listed Percentage of assets, Hourly
Colin Connery Heron Bay Capital Management Berkley Not listed Percentage of assets
Evan Leroy Retirement Income Solutions Ann Arbor Not listed Percentage of assets, Fixed fees
John Conway Conway Asset Management Grosse Pointe Farms Not listed Percentage of assets
Joshua Westers Midwest Capital Advisors Grand Rapids Not listed Percentage of assets, Fixed fees
Julia Wachler Baron Wealth Management Troy Not listed Percentage of assets, Hourly
Karen Chapell Retirement Income Solutions Ann Arbor Not listed Percentage of assets, Fixed fees
Kristen Schukow Midwest Capital Advisors Grand Rapids Not listed Percentage of assets, Fixed fees
Lisa Myers Retirement Income Solutions Ann Arbor Not listed Percentage of assets, Fixed fees
Mark Peyser Retirement Income Solutions Ann Arbor Not listed Percentage of assets, Fixed fees
Michael Desmyter Midwest Capital Advisors Grand Rapids Not listed Percentage of assets, Fixed fees
Michael Schuchard Schuchard Capital Management Sterling Heights Not listed Percentage of assets, Fixed fees
Olivia Morris Midwest Capital Advisors Grand Rapids Not listed Percentage of assets, Fixed fees