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Advisors for under $500,000 in Michigan

All 366 advisors

Advisors for under $500,000 in Michigan: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Suzanne Antonelli Antonelli Financial Advisors Grosse Pointe CFP Percentage of assets
Brett Kidd Kidd Financial Planning Livonia PFS Percentage of assets, Hourly
Brewster Smith The Financial Planning Company Royal Oak CFP Percentage of assets
Carey Tafelsky Old Mission Investment Traverse City CFP Percentage of assets, Hourly
Christopher Villaire Villaire Financial Grand Rapids Not listed Percentage of assets, Ongoing planning fee
David McNeely Darden Wealth Group Ann Arbor CFA Percentage of assets, Hourly
James Kruzan Kaydan Wealth Management Fenton CFP Percentage of assets, Ongoing planning fee
Jared Ryan Kaydan Wealth Management Fenton CFP Percentage of assets, Ongoing planning fee
Jay Berger Independent Wealth Management Traverse City CFP Percentage of assets, Hourly
Jennifer Slater Kaydan Wealth Management Fenton CFP Percentage of assets, Ongoing planning fee
Jonathan Carender Paragon Investing Detroit CFP Percentage of assets
Justin Cook RFM Financial Solutions Mt. Pleasant CFP Percentage of assets, Hourly
Lindsay Fitzpatrick Old Mission Investment Traverse City CFP Percentage of assets, Hourly
Mark Kidd Kidd Financial Planning Livonia PFS Percentage of assets, Hourly
Mark Recker Recker Financial Bay City Not listed Percentage of assets, Hourly
Mark Zywiol Stonebrook Private Northville CFP Percentage of assets, Fixed fees
Matthew Kidd Kidd Financial Planning Livonia PFS Percentage of assets, Hourly
Michael Harter RFM Financial Solutions Mt. Pleasant CFP Percentage of assets, Hourly
Michael Reiterman Kaydan Wealth Management Auburn Hills CFP Percentage of assets, Ongoing planning fee
Omar Ezz Olive Tree Asset Management Northville CFP Percentage of assets, One-time planning fee
Phillip Mitchell Kroon & Mitchell Grand Rapids CFA Percentage of assets, Hourly
Scott Hackney Independent Wealth Management Traverse City CFP Percentage of assets, Hourly
Spencer Knickerbocker Stonebrook Private Northville CFP Percentage of assets, Fixed fees
Stephen Fisher Independent Wealth Management Traverse City CFP Percentage of assets, Hourly
Steven Underriter Freedom Financial Planning Solutions Grand Rapids Not listed Flat fee or retainer
Susan Wipperman Old Mission Investment Traverse City CFP Percentage of assets, Hourly
Daniel Vredeveld Richmond Brothers Jackson CFP Percentage of assets, Hourly
John Campbell Namesake Group Rochester CFP Percentage of assets, Hourly
Matthew Curfman Richmond Brothers Jackson CFP Percentage of assets, Hourly
Natalie Miller Grit & Lavender Financial Planning Brighton Not listed Percentage of assets, Ongoing planning fee
Patricia Slocum ArborFi Advisors Ann Arbor CFP Percentage of assets
Thomas Costigan ArborFi Advisors Ann Arbor CFP Percentage of assets
Adam Schwallier Schwallier Wealth Management LLC Grand Rapids CFP, CMFC Percentage of assets, Hourly
Amy Buck Planpath Financial Marquette CFP, EA Hourly, Fixed fees
Andrea Darden Darden Wealth Group Ann Arbor Not listed Percentage of assets, Hourly
Andrea Russo Darden Wealth Group Ann Arbor Not listed Percentage of assets, Hourly
Andrew Perri Pinnacle Wealth Management Brighton Not listed Percentage of assets, Hourly
Anne Lee Church Organizers Foundation Mason Not listed Percentage of assets
Asad Gourani AG Wealth Management, PLLC Ypsilanti CFP, EA Percentage of assets, Hourly
Bruce Beckett My Financial Coach Midland Not listed Percentage of assets, Hourly
Christine Isham Northern Financial Advisors Bloomfield Hills BS, CFP, EA, BA Fixed fees
Dace DeKruif Silver Strand Financial Planning Bloomfield Hills CFP, CRC Percentage of assets, Hourly
Daren Shavell Calder Financial Group Ada CFA One-time planning fee
Darren Conklin Conklin Financial Management South Boardman CFP, ChFC Percentage of assets, Hourly
Erik Klumpp Chessie Advisors, LLC Rochester Hills CFP, EA Percentage of assets, Hourly
Eve Gaiser Pinnacle Wealth Management Brighton Not listed Percentage of assets, Hourly
Fadi Issa Boardwalk Wealth Management Ann Arbor Not listed Percentage of assets, Ongoing planning fee
Gregory Seppanen Simplified Financial Partners Calumet CFP One-time planning fee
Hylan Moises Darden Wealth Group Ann Arbor Not listed Percentage of assets, Hourly
Jeffrey Brink The DBS Companies Bay City Not listed Percentage of assets, Hourly