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Wellspent public graph/Locations/United States/Michigan
United States

Fee-only advisors in Michigan

Fee-only advisors in Grand Rapids, Bloomfield Hills and Ann Arbor, plus 99 other cities.

What fee-only financial advisors charge in Michigan

By the numbers

The Wellspent public graph lists 656 fee-only financial advisors serving Michigan at 267 firms, most in Grand Rapids, Bloomfield Hills and Ann Arbor. 42% hold the CFP certification. Of the 655 with fees on file, 91% charge percentage of assets.

Advisors listed
656
Firms
267
Cities
103
Hold the CFP
42%
  • Other credentials: CFA 11% · CPA 1% · EA 1%
  • How they charge (of 655 with fees on file): percentage of assets 91% · fixed fees 55% · hourly 44% · ongoing planning fee 9%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving Michigan (656)

Fee-only advisors serving Michigan: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Ryan Johnson We help successful professionals and families simplify their finances, make confident decisions, and align their money with the life they want to live. Hundred Financial Planning Grand Rapids CFP One-time planning fee, Percentage of assets
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
Bryan Haggard RetireMitten Financial LLC Milford CFA, CFP Percentage of assets, One-time planning fee
Jeremy Wilson J Wilson Wealth Management Davison CFP Percentage of assets, Flat fee or retainer
Julie Quick Cultivate Financial Wellness Howell BFA, CDFA, CFP Percentage of assets, Hourly
Lynn Chen-Zhang Zhang Financial Bloomfield Hills CFP, CPA, MBA, MS 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
Anthony Watson Thrive Retirement Specialists Dearborn CFP, CFA, RICP, MBA Flat fee or retainer
Brian Face Face 2 Face Financial Planning Portage CFP Percentage of assets, Hourly
Brittany Ringo Autumn Financial Advisors, LLC Plymouth CFP Percentage of assets, Hourly
Dan Michaud NPF Investment Advisors Grand Rapids CFP Percentage of assets
Jordan Leaman True Wealth Retirement Partners Grand Rapids CFP Flat fee or retainer, Ongoing planning fee
Michael Nemick Thrive Retirement Specialists Dearborn CFP, CFA, MBA, RICP Flat fee or retainer
Todd Kephart Retirement Income Solutions, Inc. Ann Arbor CFP, MBA Percentage of assets, One-time planning fee
Carla Adams Ametrine Wealth Lake Orion CFP, MBA Percentage of assets, Ongoing planning fee
David Shotwell Shotwell Rutter Baer, Inc. Lansing CFP, MSFP Percentage of assets, Ongoing planning fee
Greg Brown Pathway Financial Planning, LLC Novi CFP Percentage of assets
Griffin Saddler Watershed Wealth Alpena CFP Percentage of assets
Jarryd Smith Harbor Light Planning, LLC Royal Oak CFP Ongoing planning fee
John Losen Bespoke Financial Planning, LLC Wayne CFP Ongoing planning fee
Nick Nauta Shotwell Rutter Baer Lansing CFP, CLU, RLP, TPCP Percentage of assets, Ongoing planning fee
Richard Feight IAM Financial, LLC East Lansing CFP, EA Percentage of assets, Fixed fees
Ryan Allen Financial Advisory Corporation Grand Rapids CFA, CFP, CKA, ChFC Percentage of assets, Hourly
Andrew Musbach MD Wealth Management Chelsea CFP, CFA, MBA Ongoing planning fee
Ashlee deSteiger Gunder Wealth Management Birmingham CFA, CFP, CPA/PFS, CPA Percentage of assets, Hourly
Benjamin Barnhart Barnhart Wealth Management Washington CFP, EA Percentage of assets, Fixed fees
Deanna Harless Bernard Wealth Management Corp. Royal Oak CFP Percentage of assets
George Papadopoulos George Papadopoulos, CPA/PFS, CFP Novi CFP, CPA/PFS Percentage of assets, Hourly
Keith Southwick StraitGate Financial Northville CFP, ChFC, CLU Ongoing planning fee
Trent DeBruin MD Wealth Management Chelsea CFA, CFP, MBA Ongoing planning fee
Brent Bell Bell Financial Planning South Lyon CFP, MSFP Percentage of assets, Ongoing planning fee
Chip Basel Basel, Jr. Stepping Stone Advisors, LLC Alexandria CFP Ongoing planning fee
David Deller Deller Wealth Management Royal Oak AAMS, CFP Percentage of assets, Ongoing planning fee
Laura Corbiani Astraea Wealth Management, LLC Grand Rapids CFP Percentage of assets, Flat fee or retainer
Michelle Crumm Present Value, LLC DBA Belle Eve Financial, LLC Dexter CFP, CPA, MBA Ongoing planning fee
Robert Oliver Oliver Financial Planning, LLC Ann Arbor CFA, CFP, MBA Ongoing planning fee
Amanda Lehnert Sigma Investment Counselors Northville CFP Percentage of assets
Christopher Frayne Sigma Investment Counselors Northville CFP, CFA Percentage of assets
Jeffrey Belmonte SummitView Advisors Belmont CFP Percentage of assets
Laurie Stegenga Foresight Capital Management Advisors, Inc. Saline AIF, CEPA, CFP, CIMA Percentage of assets, Hourly
Michael Mullenax Sigma Investment Counselors Northville CFP Percentage of assets
Steve Peterson Flat-fee pre-retirement and retirement planning focused on tax strategy, Social Security, pensions and secure retirement income. Personal Financial Advice & Insights, LLC Stevensville CRPC Subscription, One-time planning fee
Wenma Gorman Sigma Investment Counselors Northville CFP, CFA Percentage of assets
Brad Thomas Midwest Capital Advisors Grand Rapids CFP, CRPC Percentage of assets
Brandon Bauer Voisard Asset Management Group Grand Rapids CFP Percentage of assets, Hourly
Daniel Seder Blue Chip Partners Farmington Hills CFP, CFA Percentage of assets
David Foret Blue Chip Partners Farmington Hills CFP Percentage of assets
Deborah VanDam Blue Chip Partners Farmington Hills CFP Percentage of assets

Firms headquartered in Michigan (237)

All 237 firms in Michigan