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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
Tyler Kotlarz Synergy Wealth Management Grand Rapids Not listed Percentage of assets, Hourly
Walter Maziarz Trinity Wealth Solutions Sterling Heights Not listed Percentage of assets
Wayne Koppa Scout Financial Planning Grayling Not listed Hourly, Fixed fees
Wendy Simmons Dahring | Cusmano and Associates Novi Not listed Percentage of assets, Hourly
William Flynn UP North Financial Traverse City Not listed Percentage of assets, Fixed fees
William Herweyer LVZ Holland Not listed Percentage of assets, Hourly

Firms headquartered in Michigan (237)

All 237 firms in Michigan