Virtual financial advisors in Michigan
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Michelle Crumm Present Value, LLC DBA Belle Eve Financial, LLC, Dexter Holds the CFP and CPA. Fees on file: ongoing planning fee.
- Sam Fawaz Y.D. Financial Services, Inc., Southfield Holds the CFP and CPA. Fees on file: hourly, ongoing planning fee.
- Jordan Leaman True Wealth Retirement Partners, Grand Rapids Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Carla Adams Ametrine Wealth, Lake Orion Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Stephanie Trexler Golden Goose Wealth Planning, Grand Rapids Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Justin Rush Arcadia Capital, Saline Holds the CFP. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 33
- Firms
- 24
- Cities
- 20
- Hold the CFP
- 42%
- Other credentials: CFA 12% · CPA 6% · ChFC 3%
- How they charge (of 33 with fees on file): percentage of assets 85% · ongoing planning fee 30% · hourly 27% · fixed fees 27%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Virtual financial advisors by state
- California (175)
- Texas (105)
- Florida (89)
- Virginia (71)
- North Carolina (67)
- Colorado (66)
- Illinois (58)
- Ohio (46)
- Pennsylvania (46)
- Oregon (44)
- Connecticut (43)
- Massachusetts (43)
- Georgia (40)
- New York (40)
- Arizona (38)
- Maryland (36)
- Washington (35)
- Wisconsin (33)
- Tennessee (28)
- Missouri (27)
- Iowa (26)
- Minnesota (26)
- South Carolina (26)
Questions about virtual financial advisors
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.
All 33 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Scott Grissom A former college professor who helps couples build a custom retirement roadmap covering investments, taxes, insurance, spending and estate planning. | Socrates Financial Planning LLC | Jenison | CFP, PhD | One-time planning fee |
| 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 |
| 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 |
| Warren McIntyre | VisionQuest Financial Planning LLC | Troy | CFP, MBA | Fixed fees |
| 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 |
| Griffin Saddler | Watershed Wealth | Alpena | CFP | Percentage of assets |
| John Losen | Bespoke Financial Planning, LLC | Wayne | CFP | Ongoing planning fee |
| Michelle Crumm | Present Value, LLC DBA Belle Eve Financial, LLC | Dexter | CFP, CPA, MBA | Ongoing planning fee |
| Jeffrey Belmonte | SummitView Advisors | Belmont | CFP | Percentage of assets |
| Justin Rush Our experienced team offers clear, strategic guidance that helps clients grow and protect their wealth with confidence. | Arcadia Capital | Saline | CFP | Percentage of assets |
| Sam Fawaz | Y.D. Financial Services, Inc. | Southfield | BBA, CFP, CPA, MST | Hourly, Ongoing planning fee |
| Michelle Brow | Full Bloom Financial | Northville | ChFC | Flat fee or retainer, Ongoing planning fee |
| Christopher Villaire | Villaire Financial | Grand Rapids | Not listed | Percentage of assets, Ongoing planning fee |
| Daniel Boyle | Provident Investment Management | Novi | CFA | Percentage of assets |
| Eric Wathen | Provident Investment Management | Novi | CFA | Percentage of assets |
| James Skubik | Provident Investment Management | Novi | CFA | Percentage of assets |
| Miles Putnam | Provident Investment Management | Novi | CFA | Percentage of assets |
| Bruce Beckett | My Financial Coach | Midland | Not listed | Percentage of assets, Hourly |
| Fadi Issa | Boardwalk Wealth Management | Ann Arbor | Not listed | Percentage of assets, Ongoing planning fee |
| Mark Fetterolf | My Financial Coach | Midland | Not listed | Percentage of assets, Hourly |
| Richard Arbury | My Financial Coach | Midland | Not listed | Percentage of assets, Hourly |
| Billie Paveglio | Northern Edge Wealth Management | Marquette | Not listed | Flat fee or retainer, Percentage of assets |
| Dane Nelson | Northern Edge Wealth Management | Marquette | Not listed | Flat fee or retainer, Percentage of assets |
| Dimitri Poland | Braeburn Wealth Management | Muskegon | Not listed | Percentage of assets, Hourly |
| Dragan Filipovic | Gold Coast Capital Management | Douglas | Not listed | Percentage of assets |
| Jason Goosen | Rapids Financial | Kentwood | Not listed | Percentage of assets |
| Logan Metcalf | Braeburn Wealth Management | Muskegon | Not listed | Percentage of assets, Hourly |
| Michael Poland | Braeburn Wealth Management | Muskegon | Not listed | Percentage of assets, Hourly |
| Tanner Carriere | Northern Edge Wealth Management | Marquette | Not listed | Flat fee or retainer, Percentage of assets |
| Alysia Harrick | StackStone Wealth | Marquette | Not listed | Percentage of assets, Fixed fees |
Want a shorter list?
Tell us what you need and we'll narrow this to the few advisors who fit.
Get matched in 2 minutes