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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
Jason Tank Front Street Wealth Management Traverse City CFP, CFA, EA One-time planning fee
Jonathan Johnson Blue Chip Partners Farmington Hills CFP Percentage of assets
Justin Rush Our experienced team offers clear, strategic guidance that helps clients grow and protect their wealth with confidence. Arcadia Capital Saline CFP Percentage of assets
Matthew Mondoux Blue Chip Partners Farmington Hills CFP, CFA Percentage of assets
Michael Palazzolo Fintentional LLC Birmingham CFP Fixed fees
Naoko McKelvey Blue Chip Partners Farmington Hills CFP Percentage of assets
Robert Steinberg Blue Chip Partners Farmington Hills CFP Percentage of assets
Sam Fawaz Y.D. Financial Services, Inc. Southfield BBA, CFP, CPA, MST Hourly, Ongoing planning fee
Scott C. Smith Lifecycle Financial Planners Bloomfield Hills CFP, EA, JD, MBA Ongoing planning fee
Adam Suwyn JVL Wealth Strategies Wyoming CFP Percentage of assets, Hourly
Benjamin Anderson CapTrust Wealth Advisors Holland CFP Percentage of assets, Fixed fees
Calvin Chanski CapTrust Wealth Advisors Holland CFP Percentage of assets, Fixed fees
Chad Soukup JVL Wealth Strategies Wyoming CFP, CFA Percentage of assets, Hourly
Denise Farkas Sigma Investment Counselors Northville CFA Percentage of assets
Genadi Slavov Sigma Investment Counselors Northville CFA Percentage of assets
Gerald Vanderlugt JVL Wealth Strategies Wyoming CFP Percentage of assets, Hourly
Haley DeHaan JVL Wealth Strategies Wyoming CFP Percentage of assets, Hourly
Jonathan Klett CapTrust Wealth Advisors Holland CFP Percentage of assets, Fixed fees
Matthew Kunnen JVL Wealth Strategies Wyoming CFP, CFA Percentage of assets, Hourly
Michael Brundage Clear Ridge Wealth Management Kalamazoo CFP Percentage of assets
Michelle Brow Full Bloom Financial Northville ChFC Flat fee or retainer, Ongoing planning fee
Nathan Lowe JVL Wealth Strategies Wyoming CFP Percentage of assets, Hourly
Robert Bilkie Sigma Investment Counselors Northville CFA Percentage of assets
Ronald Price CapTrust Wealth Advisors Holland CFP Percentage of assets, Fixed fees
Scott Demaagd CapTrust Wealth Advisors Holland CFP Percentage of assets, Fixed fees
Shane Holcomb JVL Wealth Strategies Wyoming CFP Percentage of assets, Hourly
Stefanie Porter White Pine Investment Co Livonia CFP Percentage of assets
William Johnson White Pine Investment Co Livonia CFP Percentage of assets
Arian Nelson Hill Island Financial Grand Rapids CFP Percentage of assets, Fixed fees
Blake Appell Hill Island Financial Grand Rapids CFP Percentage of assets, Fixed fees
Calvin Wiersma Grand Wealth Management Grand Rapids CFP Ongoing planning fee
Daniel Dusina Blue Chip Partners Farmington Hills CFA Percentage of assets
Douglas Newport Our Investment Guy Clinton Twp CFP Percentage of assets
Erickson Braund Black Walnut Wealth Management Traverse City CFP Percentage of assets, Fixed fees
Erin Goss Blue Chip Partners Farmington Hills CFA Percentage of assets
Ilirjan Shkurti Whistle Stop Financial Advice Birmingham CFA Hourly
Jeffrey Williams Grand Wealth Management Grand Rapids CFP, PFS Ongoing planning fee
Mark Rougas Grand Wealth Management Grand Rapids CFP Ongoing planning fee
Nathan Brown Brown Financial Planning Bay City CFP Percentage of assets
Nicole Wirick Prosperity Wealth Strategies Bloomfield Hills CFP Percentage of assets, Hourly
Ryan Deters Grand Wealth Management Grand Rapids CFP Ongoing planning fee
Theodore Schumann The DBS Companies Bay City CFP Percentage of assets, Hourly
Anthony Digiovanni White Pine Investment Co Livonia CFA Percentage of assets
Brendan Bugenski William Mack & Associates Troy CFP Percentage of assets, Ongoing planning fee
Chelsei Latsch Antonelli Financial Advisors Grosse Pointe CFP Percentage of assets
Christopher Brittingham Diversified Portfolios Bloomfield Hills CFP Percentage of assets
Connor Hughes Diversified Portfolios Bloomfield Hills CFP Percentage of assets
Cory Wietfeldt CWS Financial Advisors Kalamazoo CFP Percentage of assets
David Patterson Patterson Advisors Waterford CFP Ongoing planning fee
Derek Dall Olmo TreMonte Financial Consultants Traverse City CFP Percentage of assets, Flat fee or retainer

Firms headquartered in Michigan (237)

All 237 firms in Michigan