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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
Jesse Geary Geddi Capital Ann Arbor Not listed Percentage of assets
Lawrence Zimbler 4square Advisory Services Fenton Not listed Percentage of assets, Hourly
Lisa Carey GEM Asset Management, LLC Plymouth AWMA, CFP, CRPC, MS Percentage of assets, Fixed fees
Mark Fetterolf My Financial Coach Midland Not listed Percentage of assets, Hourly
Mark Minder Darden Wealth Group Ann Arbor Not listed Percentage of assets, Hourly
Mark Wojno Pinnacle Wealth Management Brighton Not listed Percentage of assets, Hourly
Martin Lee Church Organizers Foundation Mason Not listed Percentage of assets
Nelson Knill Rochester Wealth Strategies Rochester CFP Percentage of assets
Paul Day Pinnacle Wealth Management Brighton Not listed Percentage of assets, Hourly
Regan Duperon The DBS Companies Bay City Not listed Percentage of assets, Hourly
Richard Arbury My Financial Coach Midland Not listed Percentage of assets, Hourly
Robert Roper Kroon & Mitchell Grand Rapids Not listed Percentage of assets, Hourly
Sara Brubaker RFM Financial Solutions Midland ChFC Percentage of assets, Hourly
Shad Thomas Stamford Bridge Wealth Management East Grand Rapids CFP Percentage of assets
Sophit Lee Docsa Capital Management, Inc. Portage CFP Percentage of assets, Hourly
Spencer Lademan Kroon & Mitchell Grand Rapids Not listed Percentage of assets, Hourly
Steven O'Mara Brown Financial Planning Bay City Not listed Percentage of assets
Thaddeus Phelps Advance Wealth Management Service Grand Rapids CFP, ChFC Percentage of assets, Hourly
Thomas Anderton 626 Financial Portage CFP Percentage of assets
Tyler Rayman StreamSong Advisors Grand Rapids CFP Percentage of assets
Zachary Smith Kroon & Mitchell Grand Rapids Not listed Percentage of assets, Hourly
Adam Minor RBS Wealth Management Alto Not listed Percentage of assets, Hourly
Beth Price Beck Bode Traverse City Not listed Percentage of assets, Fixed fees
Billie Paveglio Northern Edge Wealth Management Marquette Not listed Flat fee or retainer, Percentage of assets
Carl Bradley Wittenberg Investments Troy Not listed Percentage of assets, Hourly
Dane Nelson Northern Edge Wealth Management Marquette Not listed Flat fee or retainer, Percentage of assets
David Richmond Richmond Brothers Jackson ChFC Percentage of assets, Hourly
Dimitri Poland Braeburn Wealth Management Muskegon Not listed Percentage of assets, Hourly
Donald Carnaghi Premier Estate Planners Clinton Township Not listed Percentage of assets, Hourly
Dragan Filipovic Gold Coast Capital Management Douglas Not listed Percentage of assets
Edward Ledermann Whale Shark Financial Ann Arbor Not listed Percentage of assets, Hourly
Jason Goosen Rapids Financial Kentwood Not listed Percentage of assets
John Benedict J2 Capital Management Troy Not listed Percentage of assets, Hourly
Kenneth Wittenberg Wittenberg Investments Troy Not listed Percentage of assets, Hourly
Kevin Weingarden Wittenberg Investments Troy Not listed Percentage of assets, Hourly
Kingshook Ghosh USAWorld Capital Canton CFA Hourly
Logan Metcalf Braeburn Wealth Management Muskegon Not listed Percentage of assets, Hourly
Matthew Sumnicht Bowline Financial Grosse Pointe Woods Not listed Percentage of assets, Fixed fees
Michael Poland Braeburn Wealth Management Muskegon Not listed Percentage of assets, Hourly
Philip Devries RBS Wealth Management Alto Not listed Percentage of assets, Hourly
Ryan Stephen RBS Wealth Management Alto Not listed Percentage of assets, Hourly
Tanner Carriere Northern Edge Wealth Management Marquette Not listed Flat fee or retainer, Percentage of assets
Thomas Mazza Premier Estate Planners Clinton Township Not listed Percentage of assets, Hourly
Adam McLaughlin River Raisin Investment Partners Monroe Not listed Percentage of assets
Alysia Harrick StackStone Wealth Marquette Not listed Percentage of assets, Fixed fees
Austin Cavanaugh Paragon Investing Royal Oak Not listed Percentage of assets
Brent Bowen Bowen Financial Planning Holland Not listed Percentage of assets, Hourly
Chase Poulson Kaydan Wealth Management Fenton Not listed Percentage of assets, Ongoing planning fee
Christopher Lamb Old Mission Investment Traverse City Not listed Percentage of assets, Hourly
Corey Wangler Paragon Investing Detroit Not listed Percentage of assets