# Virtual financial advisors in Michigan > In Michigan, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include Michelle Crumm of Present Value, LLC DBA Belle Eve Financial, LLC, Sam Fawaz of Y.D. Financial Services, Inc. and Jordan Leaman of True Wealth Retirement Partners. Page: https://find.wellspent.co/by/virtual-financial-advisors/michigan/ 33 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors who work with clients virtually in Michigan? In Michigan, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include Michelle Crumm of Present Value, LLC DBA Belle Eve Financial, LLC, Sam Fawaz of Y.D. Financial Services, Inc. and Jordan Leaman of True Wealth Retirement Partners. ## How many fee-only advisors who work with clients virtually in Michigan are there? The Wellspent public graph lists 33 fee-only advisors who work with clients virtually in Michigan, at 24 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors who work with clients virtually in Michigan located? Of the 33 fee-only advisors who work with clients virtually in Michigan, 4 are in Grand Rapids, followed by 4 in Novi and 4 in Marquette. ## How do fee-only advisors who work with clients virtually in Michigan charge? The most common fee among fee-only advisors who work with clients virtually in Michigan is a percentage of assets, used by 85% of the 33 with fees on file. Many use more than one: 30% charge an ongoing planning fee and 27% charge by the hour. ## How many fee-only advisors who work with clients virtually in Michigan hold the CFP? 42% of the 33 fee-only advisors who work with clients virtually 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 who work with clients virtually? We count an advisor here when their firm's website says they work with clients virtually. ## What should I ask fee-only advisors who work with clients virtually in Michigan? Are you registered in my state? How do we share documents securely? How often do we meet, and how? Can we ever meet in person? ## How current is this list of fee-only advisors who work with clients virtually 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Scott Grissom](https://find.wellspent.co/advisors/scott-grissom.md) | Socrates Financial Planning LLC | Jenison, Michigan | CFP, PhD | One-time planning fee | | [Andrew Mitchell](https://find.wellspent.co/advisors/andrew-mitchell.md) | Fiduciary Financial Advisors | Grand Rapids, Michigan | CFP | Percentage of assets, Subscription | | [Julie Quick](https://find.wellspent.co/advisors/julie-quick.md) | Cultivate Financial Wellness | Howell, Michigan | BFA, CDFA, CFP | Percentage of assets, Hourly, Ongoing planning fee | | [Stephanie Trexler](https://find.wellspent.co/advisors/stephanie-trexler.md) | Golden Goose Wealth Planning | Grand Rapids, Michigan | CFP, MS, MSFP | Percentage of assets, Ongoing planning fee | | [Warren McIntyre](https://find.wellspent.co/advisors/warren-mcintyre.md) | VisionQuest Financial Planning LLC | Troy, Michigan | CFP, MBA | Fixed fees | | [Brittany Ringo](https://find.wellspent.co/advisors/brittany-ringo.md) | Autumn Financial Advisors, LLC | Plymouth, Michigan | CFP | Percentage of assets, Hourly, Fixed fees | | [Jordan Leaman](https://find.wellspent.co/advisors/jordan-leaman.md) | True Wealth Retirement Partners | Grand Rapids, Michigan | CFP | Flat fee or retainer, Ongoing planning fee, Percentage of assets | | [Carla Adams](https://find.wellspent.co/advisors/carla-adams.md) | Ametrine Wealth | Lake Orion, Michigan | CFP, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Griffin Saddler](https://find.wellspent.co/advisors/griffin-saddler.md) | Watershed Wealth | Alpena, Michigan | CFP | Percentage of assets | | [John Losen](https://find.wellspent.co/advisors/john-losen.md) | Bespoke Financial Planning, LLC | Wayne, Michigan | CFP | Ongoing planning fee | | [Michelle Crumm](https://find.wellspent.co/advisors/michelle-crumm.md) | Present Value, LLC DBA Belle Eve Financial, LLC | Dexter, Michigan | CFP, CPA, MBA | Ongoing planning fee | | [Jeffrey Belmonte](https://find.wellspent.co/advisors/jeffrey-belmonte.md) | SummitView Advisors | Belmont, Michigan | CFP | Percentage of assets | | [Justin Rush](https://find.wellspent.co/advisors/justin-rush-651460.md) | Arcadia Capital | Saline, Michigan | CFP | Percentage of assets | | [Sam Fawaz](https://find.wellspent.co/advisors/sam-fawaz.md) | Y.D. Financial Services, Inc. | Southfield, Michigan | BBA, CFP, CPA, MST | Hourly, Ongoing planning fee, Flat fee or retainer, Percentage of assets | | [Michelle Brow](https://find.wellspent.co/advisors/michelle-brow.md) | Full Bloom Financial | Northville, Michigan | ChFC | Flat fee or retainer, Ongoing planning fee | | [Christopher Villaire](https://find.wellspent.co/advisors/christopher-villaire.md) | Villaire Financial | Grand Rapids, Michigan | | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Daniel Boyle](https://find.wellspent.co/advisors/daniel-boyle.md) | Provident Investment Management | Novi, Michigan | CFA | Percentage of assets | | [Eric Wathen](https://find.wellspent.co/advisors/eric-wathen.md) | Provident Investment Management | Novi, Michigan | CFA | Percentage of assets | | [James Skubik](https://find.wellspent.co/advisors/james-skubik.md) | Provident Investment Management | Novi, Michigan | CFA | Percentage of assets | | [Miles Putnam](https://find.wellspent.co/advisors/miles-putnam.md) | Provident Investment Management | Novi, Michigan | CFA | Percentage of assets | | [Bruce Beckett](https://find.wellspent.co/advisors/bruce-beckett.md) | My Financial Coach | Midland, Michigan | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Fadi Issa](https://find.wellspent.co/advisors/fadi-issa.md) | Boardwalk Wealth Management | Ann Arbor, Michigan | | Percentage of assets, Ongoing planning fee | | [Mark Fetterolf](https://find.wellspent.co/advisors/mark-fetterolf.md) | My Financial Coach | Midland, Michigan | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Richard Arbury](https://find.wellspent.co/advisors/richard-arbury.md) | My Financial Coach | Midland, Michigan | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Billie Paveglio](https://find.wellspent.co/advisors/billie-paveglio.md) | Northern Edge Wealth Management | Marquette, Michigan | | Flat fee or retainer, Percentage of assets | | [Dane Nelson](https://find.wellspent.co/advisors/dane-nelson.md) | Northern Edge Wealth Management | Marquette, Michigan | | Flat fee or retainer, Percentage of assets | | [Dimitri Poland](https://find.wellspent.co/advisors/dimitri-poland.md) | Braeburn Wealth Management | Muskegon, Michigan | | Percentage of assets, Hourly, Fixed fees | | [Dragan Filipovic](https://find.wellspent.co/advisors/dragan-filipovic.md) | Gold Coast Capital Management | Douglas, Michigan | | Percentage of assets | | [Jason Goosen](https://find.wellspent.co/advisors/jason-goosen.md) | Rapids Financial | Kentwood, Michigan | | Percentage of assets | | [Logan Metcalf](https://find.wellspent.co/advisors/logan-metcalf.md) | Braeburn Wealth Management | Muskegon, Michigan | | Percentage of assets, Hourly, Fixed fees | | [Michael Poland](https://find.wellspent.co/advisors/michael-poland.md) | Braeburn Wealth Management | Muskegon, Michigan | | Percentage of assets, Hourly, Fixed fees | | [Tanner Carriere](https://find.wellspent.co/advisors/tanner-carriere.md) | Northern Edge Wealth Management | Marquette, Michigan | | Flat fee or retainer, Percentage of assets | | [Alysia Harrick](https://find.wellspent.co/advisors/alysia-harrick.md) | StackStone Wealth | Marquette, Michigan | | Percentage of assets, Fixed fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).