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Advisors for $500,000 to $1 million in Michigan

How do I find fee-only advisors for $500,000 to $1 million in Michigan?

In Michigan, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Christopher Frayne of Sigma Investment Counselors, Daniel Seder of Blue Chip Partners and Michael Nemick of Thrive Retirement Specialists.

Where to start

Chosen from what each record shows: credentials and fees on file, one advisor per firm.

  • Christopher Frayne Sigma Investment Counselors, Northville Holds the CFP and CFA. Fees on file: percentage of assets.
  • Daniel Seder Blue Chip Partners, Farmington Hills Holds the CFP and CFA. Fees on file: percentage of assets.
  • Michael Nemick Thrive Retirement Specialists, Dearborn Holds the CFP and CFA. Fees on file: flat fee or retainer.
  • Jason Close Motive Wealth Advisors, Birmingham Holds the CFP and CFA. Fees on file: ongoing planning fee.
  • Michelle Crumm Present Value, LLC DBA Belle Eve Financial, LLC, Dexter Holds the CFP and CPA. Fees on file: ongoing planning fee.
  • Mark Vanderpol VanderPol Investments, Caledonia Holds the CFP and CFA. Fees on file: percentage of assets.

By the numbers

Advisors listed
170
Firms
37
Cities
23
Hold the CFP
39%
  • Other credentials: CFA 17% · CPA 1% · ChFC 2%
  • How they charge (of 170 with fees on file): percentage of assets 92% · fixed fees 49% · hourly 25% · ongoing planning fee 6%

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 $500,000 to $1 million by state

Questions about advisors for $500,000 to $1 million

How many fee-only advisors for $500,000 to $1 million in Michigan are there?

The Wellspent public graph lists 170 fee-only advisors for $500,000 to $1 million in Michigan, at 37 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $500,000 to $1 million.

Where are fee-only advisors for $500,000 to $1 million in Michigan located?

Of the 170 fee-only advisors for $500,000 to $1 million in Michigan, 35 are in Grand Rapids, followed by 23 in Holland and 22 in Bloomfield Hills.

How do fee-only advisors for $500,000 to $1 million in Michigan charge?

The most common fee among fee-only advisors for $500,000 to $1 million in Michigan is a percentage of assets, used by 92% of the 170 with fees on file. Many use more than one: 49% charge fixed fees and 25% charge by the hour.

How many fee-only advisors for $500,000 to $1 million in Michigan hold the CFP?

39% of the 170 fee-only advisors for $500,000 to $1 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 $500,000 to $1 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 $500,000 to $1 million in Michigan?

What would I pay in dollars each year? Do you offer a flat fee at this level? What's the size of your typical client? What do I get that I couldn't do myself?

How current is this list of fee-only advisors for $500,000 to $1 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 170 advisors

Advisors for $500,000 to $1 million in Michigan: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Anthony Watson Thrive Retirement Specialists Dearborn CFP, CFA, RICP, MBA Flat fee or retainer
Dan Michaud NPF Investment Advisors Grand Rapids CFP Percentage of assets
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
Michelle Crumm Present Value, LLC DBA Belle Eve Financial, LLC Dexter CFP, CPA, 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
Michael Mullenax Sigma Investment Counselors Northville CFP 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
David Foret Blue Chip Partners Farmington Hills CFP Percentage of assets
Deborah VanDam Blue Chip Partners Farmington Hills CFP Percentage of assets
Jonathan Johnson Blue Chip Partners Farmington Hills CFP Percentage of assets
Matthew Mondoux Blue Chip Partners Farmington Hills CFP, CFA Percentage of assets
Naoko McKelvey Blue Chip Partners Farmington Hills CFP Percentage of assets
Robert Steinberg Blue Chip Partners Farmington Hills CFP Percentage of assets
Adam Suwyn JVL Wealth Strategies Wyoming CFP Percentage of assets, Hourly
Benjamin Anderson CapTrust Wealth Advisors Holland CFP Percentage of assets, Fixed fees
Calvin Chanski CapTrust Wealth Advisors Holland CFP Percentage of assets, Fixed fees
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
Gerald Vanderlugt JVL Wealth Strategies Wyoming CFP Percentage of assets, Hourly
Haley DeHaan JVL Wealth Strategies Wyoming CFP Percentage of assets, Hourly
Jonathan Klett CapTrust Wealth Advisors Holland CFP Percentage of assets, Fixed fees
Matthew Kunnen JVL Wealth Strategies Wyoming CFP, CFA Percentage of assets, Hourly
Michael Brundage Clear Ridge Wealth Management Kalamazoo CFP Percentage of assets
Nathan Lowe JVL Wealth Strategies Wyoming CFP Percentage of assets, Hourly
Robert Bilkie Sigma Investment Counselors Northville CFA Percentage of assets
Ronald Price CapTrust Wealth Advisors Holland CFP Percentage of assets, Fixed fees
Scott Demaagd CapTrust Wealth Advisors Holland CFP Percentage of assets, Fixed fees
Shane Holcomb JVL Wealth Strategies Wyoming CFP Percentage of assets, Hourly
Arian Nelson Hill Island Financial Grand Rapids CFP Percentage of assets, Fixed fees
Blake Appell Hill Island Financial Grand Rapids CFP Percentage of assets, Fixed fees
Calvin Wiersma Grand Wealth Management Grand Rapids CFP Ongoing planning fee
Daniel Dusina Blue Chip Partners Farmington Hills CFA Percentage of assets
Erickson Braund Black Walnut Wealth Management Traverse City CFP Percentage of assets, Fixed fees
Erin Goss Blue Chip Partners Farmington Hills CFA Percentage of assets
Jeffrey Williams Grand Wealth Management Grand Rapids CFP, PFS Ongoing planning fee
Mark Rougas Grand Wealth Management Grand Rapids CFP Ongoing planning fee
Nicole Wirick Prosperity Wealth Strategies Bloomfield Hills CFP Percentage of assets, Hourly
Ryan Deters Grand Wealth Management Grand Rapids CFP Ongoing planning fee
Christopher Brittingham Diversified Portfolios Bloomfield Hills CFP Percentage of assets
Connor Hughes Diversified Portfolios Bloomfield Hills CFP Percentage of assets
Cory Wietfeldt CWS Financial Advisors Kalamazoo CFP Percentage of assets
Eric Larson Sigma Investment Counselors Northville Not listed Percentage of assets
Katharine Wagner Diversified Portfolios Bloomfield Hills CFP Percentage of assets
Lindsey Splendorio CWS Financial Advisors Kalamazoo CFP Percentage of assets
Michelle Eldridge Clear Ridge Wealth Management Kalamazoo CFA Percentage of assets
Noel Villajuan Diversified Portfolios Bloomfield Hills CFP Percentage of assets

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