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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
Kristen Schukow Midwest Capital Advisors Grand Rapids Not listed Percentage of assets, Fixed fees
Kristie Guadiano Vertrix Wealth Management Troy Not listed Percentage of assets, Fixed fees
Larry Fitzpatrick Fitzpatrick Financial Solutions Lansing Not listed Percentage of assets
Laura Hartman Rosenberg Wealth Advisors Beverly Hills Not listed Percentage of assets
Lisa Hartgraves Wolff Financial Management Kalamazoo Not listed Percentage of assets
Lisa Myers Retirement Income Solutions Ann Arbor Not listed Percentage of assets, Fixed fees
Lukas Lindhout NPF Investment Advisors Grand Rapids Not listed Percentage of assets, Hourly
Luke Mason S.A. Mason Holland Not listed Percentage of assets, Hourly
Marc Livernois Msdr Partners Grand Haven Not listed Percentage of assets, Hourly
Mark Fitzgerald Cranbrook Wealth Management Bloomfield Hills Not listed Percentage of assets, Fixed fees
Mark Peyser Retirement Income Solutions Ann Arbor Not listed Percentage of assets, Fixed fees
Mary Britenfeld Schwallier Wealth Management Grand Rapids Not listed Percentage of assets, Hourly
Mary Kelly Kelly Wealth Management Royal Oak Not listed Percentage of assets
Maximilian Baker Q3 Asset Management Birmingham Not listed Percentage of assets, Hourly
Melanie Meyer Exchange Street Capital Spring Lake Not listed Percentage of assets, Hourly
Michael Aidem A & L Financial Services Rochester Not listed Percentage of assets
Michael Desmyter Midwest Capital Advisors Grand Rapids Not listed Percentage of assets, Fixed fees
Michael Kastler Kastler Financial Planning Ortonville Not listed Hourly, Fixed fees
Michael Lebowski Oikonomos Asset Management Milford Not listed Percentage of assets, Fixed fees
Michael Miley New View Financial Auburn Hills Not listed Percentage of assets, Hourly
Michael Recchia Oikonomos Asset Management Oakland Not listed Percentage of assets, Fixed fees
Michael Schuchard Schuchard Capital Management Sterling Heights Not listed Percentage of assets, Fixed fees
Michael Shanku MJS Capital Chesterfield Not listed Percentage of assets, Fixed fees
Michael Soo SOO Financial Saline Not listed Percentage of assets
Miles Jamieson Daniel Investment Group Royal Oak Not listed Percentage of assets, Hourly
Nicholas Loberg Greystone Financial Group Bloomfield Hills Not listed Percentage of assets
Nickolas Daniels Trinity Wealth Solutions Sterling Heights Not listed Percentage of assets
Norman Leon Vertrix Wealth Management Troy Not listed Percentage of assets, Fixed fees
Olivia Morris Midwest Capital Advisors Grand Rapids Not listed Percentage of assets, Fixed fees
Paul Seizert Heron Bay Capital Management Bloomfield Hills Not listed Percentage of assets
Pedro Gomes NPF Investment Advisors Grand Rapids Not listed Percentage of assets, Hourly
Philip Michalek PDM Investment Services Lake Orion Not listed Percentage of assets
Robert Quayle Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L Troy Not listed Percentage of assets, Hourly
Robert Taylor Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L Troy Not listed Percentage of assets, Hourly
Roger Steed KRS Capital Management Bloomfield Hills Not listed Percentage of assets, Fixed fees
Ryan Huyser Synergy Wealth Management Grand Rapids Not listed Percentage of assets, Hourly
Ryan Knaack Wealthy Intentions Sterling Heights Not listed Percentage of assets, Hourly
Samuel Fleischer Dahring | Cusmano and Associates Novi Not listed Percentage of assets, Hourly
Sarah Kleinstiver Fairlane Investment Advisors Northville Not listed Percentage of assets, Fixed fees
Scott Salaske Firstmetric Troy Not listed Fixed fees
Sean Kelly Kelly Wealth Management Royal Oak Not listed Percentage of assets
Shane Myas Midwest Capital Advisors Grand Rapids Not listed Percentage of assets, Fixed fees
Shawn Stressman Convert Financial Services Mt Pleasant Not listed Percentage of assets, Hourly
Stacey Gomez Planning Alternatives Birmingham Not listed Percentage of assets, Hourly
Stephanie Morawski Expressive Wealth Grosse Pointe Not listed Percentage of assets, Hourly
Steven Pierce Pierce Financial Ann Arbor Not listed Percentage of assets
Steven Story GEM Asset Management Plymouth Not listed Percentage of assets, Fixed fees
Tanelle Budd Hemming& Wealth Management Traverse City Not listed Percentage of assets, Hourly
Todd Ackermann Stewardship Trust Advisors Grandville Not listed Percentage of assets, Hourly
Tyler Curley Dahring | Cusmano and Associates Novi Not listed Percentage of assets, Hourly

Firms headquartered in Michigan (237)

All 237 firms in Michigan