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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
Mark Satkoski Midwest Capital Advisors Grand Rapids CFP Percentage of assets, Fixed fees
Mark Weathers Black Diamond Investment Group Kalamazoo CFP Percentage of assets, Hourly
Matthew Wolff Wolff Financial Management Kalamazoo CFP Percentage of assets
Melissa Scenga Lifecycle Financial Planners Bloomfield Hills CFP Fixed fees
Michael Brasza Retiremitten Financial Clarkston CFP Percentage of assets, Fixed fees
Michael Demeyere Summit Wealth Strategies Group Brighton CFP Percentage of assets, Hourly
Michael MacGillivray Voisard Asset Management Group Grand Rapids CFP Percentage of assets, Hourly
Mitchell Mowid Cranbrook Wealth Management Bloomfield Hills CFP Percentage of assets, Fixed fees
Nathan Hawrot Sculati Wealth Management Bloomfield Hills CFP Percentage of assets
Nathan Mersereau Planning Alternatives Birmingham CFP Percentage of assets, Hourly
Nathan Wood LVZ Grand Rapids CFP Percentage of assets, Hourly
Nicholas Daniel Daniel Investment Group Royal Oak CFP Percentage of assets, Hourly
Noah Wolthuis On Point Crna Washington CFP Percentage of assets, Fixed fees
Pamela Landy Lifecycle Financial Planners Bloomfield Hills CFP Fixed fees
Patricia Walton Rachor Investment Advisory Services Linden CFP Percentage of assets
Patrick Carney Foresight Capital Management Advisors Saline CFP Percentage of assets, Hourly
Paul Anthes Financial Advisory Grand Rapids CFP Percentage of assets, Hourly
Preston Koslakiewicz Zhang Financial Portage CFP Percentage of assets, Hourly
Robert Genereaux Retirement Income Solutions Ann Arbor CFP Percentage of assets, Fixed fees
Robert Zalokar Lifegoals Financial Group Owosso CFP Percentage of assets, Fixed fees
Sabrina Isham Northern Financial Advisors Bloomfield Hills CFP Fixed fees
Samuel Mason S.A. Mason Holland CFP Percentage of assets, Hourly
Samuel Pietrogallo Wolff Financial Management Kalamazoo CFP Percentage of assets
Stacy Starr OLD Oak Financial Planning Brighton CFP Percentage of assets, Hourly
Stephanie Greene Strategic Financial Group Grand Haven CFP Percentage of assets, Fixed fees
Steve Alexandrowski GEM Asset Management Plymouth CFP Percentage of assets, Fixed fees
Steven Sicklesteel DWP Grosse Pointe Farms CFP Percentage of assets, Fixed fees
Tod Fisher Rachor Investment Advisory Services Linden CFP Percentage of assets
Todd Moss Greystone Financial Group Bloomfield Hills CFP Percentage of assets
Travis Veenhuis Zhang Financial Bloomfield Hills CFP Percentage of assets, Hourly
Tyler Soares Zhang Financial Portage CFP, CFA Percentage of assets, Hourly
William Ciske SGH Wealth Management Lathrup Village CFP Percentage of assets, Hourly
Adam Bressler Dahring | Cusmano and Associates Novi ChFC Percentage of assets, Hourly
Arthur Cole CND Financial Livonia PFS Percentage of assets, Hourly
Bethany Yerk Rachor Investment Advisory Services Linden ChFC Percentage of assets
Charles Dutcher NPF Investment Advisors Grand Rapids CFA Percentage of assets, Hourly
Corey Ferris Ferris Financial Services Midland ChFC, CFA Percentage of assets, Fixed fees
Curtis Lehnert Cedar Ridge Investment Management Byron Center CFA Percentage of assets, Hourly
Daniel Lupo NPF Investment Advisors Grand Rapids CFA Percentage of assets, Hourly
David Boike Retirement Resources Auburn Hills ChFC Percentage of assets, Hourly
David Doppel NPF Investment Advisors Grand Rapids CFA Percentage of assets, Hourly
David Tutak Planning Alternatives Birmingham CFA Percentage of assets, Hourly
Erik Ringo Autumn Financial Advisors Plymouth CFA Percentage of assets, Hourly
Gerald Seizert Heron Bay Capital Management Bloomfield Hills CFA Percentage of assets
Glenn Hefner NPF Investment Advisors Grand Rapids CFA Percentage of assets, Hourly
Joseph Ashmore Heron Bay Capital Management Bloomfield Hills CFA Percentage of assets
Kenneth Bernard Bernard Wealth Management Royal Oak CFA Percentage of assets, Hourly
Kristine Sherwood Rachor Investment Advisory Services Linden ChFC Percentage of assets
Kurt Arvidson NPF Investment Advisors Grand Rapids CFA Percentage of assets, Hourly
Maria Kuiper NPF Investment Advisors Grand Rapids CFA Percentage of assets, Hourly

Firms headquartered in Michigan (237)

All 237 firms in Michigan