Advisors for under $500,000 in Michigan
How do I find fee-only advisors for under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Ashlee deSteiger of Gunder Wealth Management, Andrew Musbach of MD Wealth Management and Bryan Haggard of RetireMitten Financial LLC.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Ashlee deSteiger Gunder Wealth Management, Birmingham Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- Andrew Musbach MD Wealth Management, Chelsea Holds the CFP and CFA. Fees on file: ongoing planning fee.
- Bryan Haggard RetireMitten Financial LLC, Milford Holds the CFP and CFA. Fees on file: percentage of assets, one-time planning fee.
- Sam Fawaz Y.D. Financial Services, Inc., Southfield Holds the CFP and CPA. Fees on file: hourly, ongoing planning fee.
- Scott C. Smith Lifecycle Financial Planners, Bloomfield Hills Holds the CFP and EA. Fees on file: ongoing planning fee.
- Christine Isham Northern Financial Advisors, Bloomfield Hills Holds the CFP and EA. Fees on file: fixed fees.
By the numbers
- Advisors listed
- 366
- Firms
- 184
- Cities
- 83
- Hold the CFP
- 40%
- Other credentials: CFA 5% · CPA 1% · EA 2%
- How they charge (of 366 with fees on file): percentage of assets 92% · fixed fees 54% · hourly 52% · ongoing planning fee 8%
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 under $500,000 by state
- California (1,221)
- Texas (997)
- Florida (752)
- Ohio (540)
- Pennsylvania (532)
- New York (485)
- Washington (450)
- Virginia (441)
- Colorado (425)
- Illinois (418)
- Georgia (408)
- North Carolina (383)
- Massachusetts (339)
- Minnesota (322)
- Tennessee (307)
- Oregon (295)
- Utah (280)
- Arizona (273)
- New Jersey (270)
- Wisconsin (268)
- Kansas (266)
- Indiana (241)
- Maryland (238)
- Missouri (225)
- South Carolina (175)
- Connecticut (150)
- Iowa (141)
- Oklahoma (127)
- Idaho (121)
- Kentucky (108)
- Alabama (98)
- Louisiana (98)
- New Hampshire (94)
- Maine (91)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Nevada (69)
- Mississippi (54)
- Delaware (45)
- Montana (45)
- New Mexico (36)
- Rhode Island (36)
Questions about advisors for under $500,000
How many fee-only advisors for under $500,000 in Michigan are there?
The Wellspent public graph lists 366 fee-only advisors for under $500,000 in Michigan, at 184 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000.
Where are fee-only advisors for under $500,000 in Michigan located?
Of the 366 fee-only advisors for under $500,000 in Michigan, 45 are in Grand Rapids, followed by 21 in Traverse City and 19 in Ann Arbor.
How do fee-only advisors for under $500,000 in Michigan charge?
The most common fee among fee-only advisors for under $500,000 in Michigan is a percentage of assets, used by 92% of the 366 with fees on file. Many use more than one: 54% charge fixed fees and 52% charge by the hour.
How many fee-only advisors for under $500,000 in Michigan hold the CFP?
40% of the 366 fee-only advisors for under $500,000 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 under $500,000?
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 under $500,000 in Michigan?
Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client?
How current is this list of fee-only advisors for under $500,000 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 366 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 |
| 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 |
| Stephanie Trexler | Golden Goose Wealth Planning | Grand Rapids | CFP, MS, MSFP | Percentage of assets, Ongoing planning fee |
| 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 |
| Jordan Leaman | True Wealth Retirement Partners | Grand Rapids | CFP | Flat fee or retainer, Ongoing 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 |
| 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 |
| 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 |
| 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 |
| Brandon Bauer | Voisard Asset Management Group | Grand Rapids | CFP | Percentage of assets, Hourly |
| Michael Palazzolo | Fintentional LLC | Birmingham | CFP | Fixed fees |
| Sam Fawaz | Y.D. Financial Services, Inc. | Southfield | BBA, CFP, CPA, MST | Hourly, Ongoing planning fee |
| Scott C. Smith | Lifecycle Financial Planners | Bloomfield Hills | CFP, EA, JD, MBA | Ongoing planning fee |
| Michelle Brow | Full Bloom Financial | Northville | ChFC | Flat fee or retainer, Ongoing planning fee |
| Stefanie Porter | White Pine Investment Co | Livonia | CFP | Percentage of assets |
| William Johnson | White Pine Investment Co | Livonia | CFP | Percentage of assets |
| Douglas Newport | Our Investment Guy | Clinton Twp | CFP | Percentage of assets |
| Nathan Brown | Brown Financial Planning | Bay City | CFP | Percentage of assets |
| Theodore Schumann | The DBS Companies | Bay City | CFP | Percentage of assets, Hourly |
| Anthony Digiovanni | White Pine Investment Co | Livonia | CFA | Percentage of assets |
| Chelsei Latsch | Antonelli Financial Advisors | Grosse Pointe | CFP | Percentage of assets |
| Derek Dall Olmo | TreMonte Financial Consultants | Traverse City | CFP | Percentage of assets, Flat fee or retainer |
| Frederick Moosherr | Canopy Wealth Management | Birmingham | Not listed | Percentage of assets |
| James Burns | OnTrack Wealth Management | Plymouth | CFP | Percentage of assets, Fixed fees |
| Jeremiah Whiddon | OnTrack Wealth Management | Canton | CFP | Percentage of assets, Fixed fees |
| John Herbert | Bowline Financial | Grosse Pointe Woods | CFP | Percentage of assets, Fixed fees |
| John Salomon | J2 Capital Management | Troy | CFP | Percentage of assets, Hourly |
| Lucas Mansberger | Breakwater Capital | Kalamazoo | CFP, CFA | Percentage of assets, Hourly |
| Michael Rudy | Wolakota Advisors | Ypsilanti | CFP | Hourly |
| Reyn Eichenlaub | Canopy Wealth Management | Birmingham | Not listed | Percentage of assets |
| Ross Pollard | Breakwater Capital | Kalamazoo | CFP | Percentage of assets, Hourly |
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