W Wellspent
Wellspent public graph/Find by/Advisors for under $500,000/Michigan

Advisors for under $500,000 in Michigan

All 366 advisors

Advisors for under $500,000 in Michigan: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Dawn Hemming Hemming& Wealth Management Traverse City Not listed Percentage of assets, Hourly
Dennis Brown Investment Initiatives Ludington Not listed Percentage of assets
Dennis Crawford Diversified Consumer Planning Manchester Not listed Percentage of assets
Douglas Wickham Sculati Wealth Management Bloomfield Hills Not listed Percentage of assets
Edwin Harwood Harwood Investment Strategies Monroe Not listed Percentage of assets, Hourly
Eric Daniel Daniel Investment Group Royal Oak Not listed Percentage of assets, Hourly
Eric Moss Greystone Financial Group Bloomfield Hills Not listed Percentage of assets
Ethan Pinto Q3 Asset Management Birmingham Not listed Percentage of assets, Hourly
Fredrick Iacovoni Synergy Wealth Management Grand Rapids Not listed Percentage of assets, Hourly
Gary Aidem A & L Financial Services Rochester Not listed Percentage of assets
Jacob Corey Retirement Resources Auburn Hills Not listed Percentage of assets, Hourly
Jacob Ekkens Stewardship Trust Advisors Grandville Not listed Percentage of assets, Hourly
Jacqueline Almeida Duet Advisory Services Bingham Farms Not listed Percentage of assets, Hourly
James Moerdyk Capital Advisor Network Grand Rapids Not listed Percentage of assets, Hourly
Jatia Huey Dahring | Cusmano and Associates Novi Not listed Percentage of assets, Hourly
Jeffery Greene Family Capital Management Grand Rapids Not listed Percentage of assets
Jeffery McCormick Zephyr Advisers Middleville Not listed Percentage of assets
Jeffrey Grad Grad Wealth Management Livonia Not listed Percentage of assets, Hourly
Jeffrey Rutter Shotwell Rutter Baer Lansing Not listed Percentage of assets, Hourly
Jena Posey Hemming& Wealth Management Traverse City Not listed Percentage of assets, Hourly
Jennifer Boodt Exchange Street Capital Spring Lake Not listed Percentage of assets, Hourly
Jennifer Kulek Lifecycle Financial Planners Bloomfield Hills Not listed Fixed fees
Jessica Kinonen B.A. Roberts Financial Services Marquette Not listed Percentage of assets, Hourly
John Wierenga Stewardship Trust Advisors Grandville Not listed Percentage of assets, Hourly
Joseph Elias Wealthy Intentions Sterling Heights Not listed Percentage of assets, Hourly
Joseph Kubic Fairlane Investment Advisors Northville Not listed Percentage of assets, Fixed fees
Joshua Bergsma LVZ Holland Not listed Percentage of assets, Hourly
Joshua Franken LVZ Holland Not listed Percentage of assets, Hourly
Kendra Rasner Factor Investing Group Traverse City Not listed Percentage of assets
Kenneth Simmons Simmons Financial Services Richmond Not listed Percentage of assets
Kevin Haverdink Haverdink Financial Management Portage Not listed Percentage of assets, Hourly
Larry Fitzpatrick Fitzpatrick Financial Solutions Lansing Not listed Percentage of assets
Marc Livernois Msdr Partners Grand Haven Not listed Percentage of assets, Hourly
Mary Britenfeld Schwallier Wealth Management Grand Rapids Not listed Percentage of assets, Hourly
Mary Kelly Kelly Wealth Management Royal Oak Not listed Percentage of assets
Maximilian Baker Q3 Asset Management Birmingham Not listed Percentage of assets, Hourly
Melanie Meyer Exchange Street Capital Spring Lake Not listed Percentage of assets, Hourly
Michael Aidem A & L Financial Services Rochester Not listed Percentage of assets
Michael Kastler Kastler Financial Planning Ortonville Not listed Hourly, Fixed fees
Michael Lebowski Oikonomos Asset Management Milford Not listed Percentage of assets, Fixed fees
Michael Miley New View Financial Auburn Hills Not listed Percentage of assets, Hourly
Michael Recchia Oikonomos Asset Management Oakland Not listed Percentage of assets, Fixed fees
Michael Shanku MJS Capital Chesterfield Not listed Percentage of assets, Fixed fees
Michael Soo SOO Financial Saline Not listed Percentage of assets
Miles Jamieson Daniel Investment Group Royal Oak Not listed Percentage of assets, Hourly
Nicholas Loberg Greystone Financial Group Bloomfield Hills Not listed Percentage of assets
Nickolas Daniels Trinity Wealth Solutions Sterling Heights Not listed Percentage of assets
Robert Quayle Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L Troy Not listed Percentage of assets, Hourly
Robert Taylor Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L Troy Not listed Percentage of assets, Hourly
Ryan Huyser Synergy Wealth Management Grand Rapids Not listed Percentage of assets, Hourly