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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 Folgmann ARK Advisors Traverse City ChFC Percentage of assets, Fixed fees
Mark Miller Miller Capital Troy CFA Percentage of assets, Hourly
Matthew Harrison Docsa Capital Management Portage CFA Percentage of assets, Hourly
Megan Flynn Retirement Income Solutions Ann Arbor CFA Percentage of assets, Fixed fees
Nicholas Somers Financial Advisory Grand Rapids ChFC Percentage of assets, Hourly
Ralph Wood LVZ Grand Rapids ChFC Percentage of assets, Hourly
Richard Balamucki Cranbrook Wealth Management Bloomfield Hills ChFC Percentage of assets, Fixed fees
Robert McDougall Zhang Financial Portage CFA Percentage of assets, Hourly
Robert Yarmak Vertrix Wealth Management Troy CFA Percentage of assets, Fixed fees
Skylar Bus Zhang Financial Portage ChFC Percentage of assets, Hourly
Sonia Patel Arbor Trust Wealth Advisors Ann Arbor CFA Percentage of assets, Hourly
Steven Shepich Laffer Tengler Investments Royal Oak CFA Percentage of assets, Hourly
Tianxing Zheng Zhang Financial Portage CFA Percentage of assets, Hourly
Timothy Hanna Planning Alternatives Birmingham CFA Percentage of assets, Hourly
Timothy Schauer Docsa Capital Management Portage CFA Percentage of assets, Hourly
Troy Williams Miller Capital Troy CFA Percentage of assets, Hourly
Tyler Bosgraaf NPF Investment Advisors Grand Rapids CFA Percentage of assets, Hourly
Yuanlei Zhu Zhang Financial Portage CFA Percentage of assets, Hourly
Aaron Tanner Retirement Income Solutions Ann Arbor Not listed Percentage of assets, Fixed fees
Adam Quiring Q3 Asset Management Birmingham Not listed Percentage of assets, Hourly
Alan Aidem A & L Financial Services Rochester Not listed Percentage of assets
Alan Gildenberg Sculati Wealth Management Bloomfield Hills Not listed Percentage of assets
Alandress Gardner DWP Grosse Points Farms Not listed Percentage of assets, Fixed fees
Alexander LaLonde Retirement Income Solutions Ann Arbor Not listed Percentage of assets, Fixed fees
Allen Van De Kreeke B.A. Roberts Financial Services Marquette Not listed Percentage of assets, Hourly
Amanda Hartman Zhang Financial Portage Not listed Percentage of assets, Hourly
Amos Sheena Q3 Asset Management Birmingham Not listed Percentage of assets, Hourly
Amy Holzer Retirement Income Solutions Ann Arbor Not listed Percentage of assets, Fixed fees
Andrew Jabro Dahring | Cusmano and Associates Novi Not listed Percentage of assets, Hourly
Andrew Morgan Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L Troy Not listed Percentage of assets, Hourly
Anne Breuch Wolverine Wealth Advisory Services Bloomfield Hills Not listed Percentage of assets, Fixed fees
Anthony Harwood Harwood Investment Strategies Monroe Not listed Percentage of assets, Hourly
Ashley Sajor Shotwell Rutter Baer Lansing Not listed Percentage of assets, Hourly
Avery Ragatzki Baron Wealth Management Troy Not listed Percentage of assets, Hourly
Beth Zilka Baron Wealth Management Troy Not listed Percentage of assets, Hourly
Braden Proctor S.A. Mason Holland Not listed Percentage of assets, Hourly
Bradford Giaimo Q3 Asset Management Birmingham Not listed Percentage of assets, Hourly
Bradley Hoekstra GEM Asset Management Plymouth Not listed Percentage of assets, Fixed fees
Brandon Taylor Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L Troy Not listed Percentage of assets, Hourly
Breann Mulligan Coriander Financial Group Ann Arbor Not listed Percentage of assets, Hourly
Brian Heal Heal Financial Novi Not listed Percentage of assets, Hourly
Brian Stone Greystone Financial Group Bloomfield Hills Not listed Percentage of assets
Brock Hastie Retirement Income Solutions Ann Arbor Not listed Percentage of assets, Fixed fees
Chetan Rastogi Heron Bay Capital Management Bloomfield Hills Not listed Percentage of assets
Christine Lindberg Zhang Financial Portage Not listed Percentage of assets, Hourly
Christopher Chang Factor Investing Group Traverse City Not listed Percentage of assets
Christopher Ford Ford Financial Fitness Plymouth Not listed Percentage of assets, Hourly
Christopher Robbins Grand Street Wealth Management Ann Arbor Not listed Percentage of assets, Hourly
Christopher Tanke Strategic Financial Group Grand Haven Not listed Percentage of assets, Fixed fees
Cole Williams Shotwell Rutter Baer Lansing Not listed Percentage of assets, Hourly

Firms headquartered in Michigan (237)

All 237 firms in Michigan