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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
Colin Connery Heron Bay Capital Management Berkley Not listed Percentage of assets
Connor Maki Strategic Financial Group Grand Haven Not listed Percentage of assets, Fixed fees
Daniel Chapman Retirement Resources Auburn Hills Not listed Percentage of assets, Hourly
Daniel Ryan Daniel Ryan Financial Holly Not listed Hourly, Fixed fees
David Boike Retirement Resources Auburn Hills Not listed Percentage of assets, Hourly
David Salehi Salehi Wealth Management Dearborn Not listed Percentage of assets, Fixed fees
David Sculati Sculati Wealth Management Bloomfield Hills Not listed Percentage of assets
Dawn Hemming Hemming& Wealth Management Traverse City Not listed Percentage of assets, Hourly
Dennis Brown Investment Initiatives Ludington Not listed Percentage of assets
Dennis Crawford Diversified Consumer Planning Manchester Not listed Percentage of assets
Douglas Wickham Sculati Wealth Management Bloomfield Hills Not listed Percentage of assets
Edwin Harwood Harwood Investment Strategies Monroe Not listed Percentage of assets, Hourly
Eric Babcock Vertrix Wealth Management Troy Not listed Percentage of assets, Fixed fees
Eric Daniel Daniel Investment Group Royal Oak Not listed Percentage of assets, Hourly
Eric Moss Greystone Financial Group Bloomfield Hills Not listed Percentage of assets
Ethan Pinto Q3 Asset Management Birmingham Not listed Percentage of assets, Hourly
Evan Leroy Retirement Income Solutions Ann Arbor Not listed Percentage of assets, Fixed fees
Fredrick Iacovoni Synergy Wealth Management Grand Rapids Not listed Percentage of assets, Hourly
Gary Aidem A & L Financial Services Rochester Not listed Percentage of assets
Isaac Russell Optimal Capital Advisors Traverse City Not listed Percentage of assets, Hourly
Jacob Corey Retirement Resources Auburn Hills Not listed Percentage of assets, Hourly
Jacob Ekkens Stewardship Trust Advisors Grandville Not listed Percentage of assets, Hourly
Jacqueline Almeida Duet Advisory Services Bingham Farms Not listed Percentage of assets, Hourly
James Moerdyk Capital Advisor Network Grand Rapids Not listed Percentage of assets, Hourly
Jatia Huey Dahring | Cusmano and Associates Novi Not listed Percentage of assets, Hourly
Jeffery Greene Family Capital Management Grand Rapids Not listed Percentage of assets
Jeffery McCormick Zephyr Advisers Middleville Not listed Percentage of assets
Jeffrey Grad Grad Wealth Management Livonia Not listed Percentage of assets, Hourly
Jeffrey Rutter Shotwell Rutter Baer Lansing Not listed Percentage of assets, Hourly
Jena Posey Hemming& Wealth Management Traverse City Not listed Percentage of assets, Hourly
Jennifer Boodt Exchange Street Capital Spring Lake Not listed Percentage of assets, Hourly
Jennifer Kulek Lifecycle Financial Planners Bloomfield Hills Not listed Fixed fees
Jerome Matecun Compound Value Advisers Sparta Not listed Percentage of assets, Hourly
Jessica Kinonen B.A. Roberts Financial Services Marquette Not listed Percentage of assets, Hourly
John Conway Conway Asset Management Grosse Pointe Farms Not listed Percentage of assets
John Hopkins Cedar Ridge Investment Management Byron Center Not listed Percentage of assets, Hourly
John Wierenga Stewardship Trust Advisors Grandville Not listed Percentage of assets, Hourly
Jordan Neumann Vertrix Wealth Management Troy Not listed Percentage of assets, Fixed fees
Jordan Rosenberg Rosenberg Wealth Advisors West Bloomfield Not listed Percentage of assets
Joseph Batcha III Optimal Capital Advisors Traverse City Not listed Percentage of assets, Hourly
Joseph Elias Wealthy Intentions Sterling Heights Not listed Percentage of assets, Hourly
Joseph Kubic Fairlane Investment Advisors Northville Not listed Percentage of assets, Fixed fees
Joshua Bergsma LVZ Holland Not listed Percentage of assets, Hourly
Joshua Franken LVZ Holland Not listed Percentage of assets, Hourly
Joshua Westers Midwest Capital Advisors Grand Rapids Not listed Percentage of assets, Fixed fees
Julia Wachler Baron Wealth Management Troy Not listed Percentage of assets, Hourly
Karen Chapell Retirement Income Solutions Ann Arbor Not listed Percentage of assets, Fixed fees
Kendra Rasner Factor Investing Group Traverse City Not listed Percentage of assets
Kenneth Simmons Simmons Financial Services Richmond Not listed Percentage of assets
Kevin Haverdink Haverdink Financial Management Portage Not listed Percentage of assets, Hourly

Firms headquartered in Michigan (237)

All 237 firms in Michigan