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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
Eric Larson Sigma Investment Counselors Northville Not listed Percentage of assets
Erin Preston Patterson Advisors Waterford CFP Ongoing planning fee
Frank Arvai William Mack & Associates Troy CFP Percentage of assets, Ongoing planning fee
Frederick Moosherr Canopy Wealth Management Birmingham Not listed Percentage of assets
James Burns OnTrack Wealth Management Plymouth CFP Percentage of assets, Fixed fees
Jennie Spurlock William Mack & Associates Troy CFP Percentage of assets, Ongoing planning fee
Jeremiah Whiddon OnTrack Wealth Management Canton CFP Percentage of assets, Fixed fees
John Cunningham William Mack & Associates Troy CFP Percentage of assets, Ongoing planning fee
John Herbert Bowline Financial Grosse Pointe Woods CFP Percentage of assets, Fixed fees
John Salomon J2 Capital Management Troy CFP Percentage of assets, Hourly
Katharine Wagner Diversified Portfolios Bloomfield Hills CFP Percentage of assets
Lindsey Splendorio CWS Financial Advisors Kalamazoo CFP Percentage of assets
Lucas Mansberger Breakwater Capital Kalamazoo CFP, CFA Percentage of assets, Hourly
Michael Rudy Wolakota Advisors Ypsilanti CFP Hourly
Michelle Eldridge Clear Ridge Wealth Management Kalamazoo CFA Percentage of assets
Noel Villajuan Diversified Portfolios Bloomfield Hills CFP Percentage of assets
Patrick Cunningham William Mack & Associates Troy CFP Percentage of assets, Ongoing planning fee
Paul Warholak Jr Sigma Investment Counselors Northville Not listed Percentage of assets
Reyn Eichenlaub Canopy Wealth Management Birmingham Not listed Percentage of assets
Ross Pollard Breakwater Capital Kalamazoo CFP Percentage of assets, Hourly
Ryan Conner Diversified Portfolios Bloomfield Hills CFP Percentage of assets
Suzanne Antonelli Antonelli Financial Advisors Grosse Pointe CFP Percentage of assets
Theodore Bugenski William Mack & Associates Troy CFP Percentage of assets, Ongoing planning fee
Thomas Post Diversified Portfolios Bloomfield Hills CFP Percentage of assets
William Mack William Mack & Associates Troy CFP Percentage of assets, Ongoing planning fee
William Roberts CWS Financial Advisors Kalamazoo CFP Percentage of assets
Adam Larkin Blue Chip Partners Farmington Hills Not listed Percentage of assets
Andrea Cloutier Blue Chip Partners Farmington Hills Not listed Percentage of assets
Brett Kidd Kidd Financial Planning Livonia PFS Percentage of assets, Hourly
Brewster Smith The Financial Planning Company Royal Oak CFP Percentage of assets
Carey Tafelsky Old Mission Investment Traverse City CFP Percentage of assets, Hourly
Christopher Villaire Villaire Financial Grand Rapids Not listed Percentage of assets, Ongoing planning fee
Cody Vanderhagen Blue Chip Partners Farmington Hills Not listed Percentage of assets
David McNeely Darden Wealth Group Ann Arbor CFA Percentage of assets, Hourly
Dylan Stockwell Blue Chip Partners Farmington Hills Not listed Percentage of assets
Gina DiGirolamo Blue Chip Partners Farmington Hills Not listed Percentage of assets
Hayden Kibbey Blue Chip Partners Farmington Hills Not listed Percentage of assets
James Kruzan Kaydan Wealth Management Fenton CFP Percentage of assets, Ongoing planning fee
Jared Ryan Kaydan Wealth Management Fenton CFP Percentage of assets, Ongoing planning fee
Jay Berger Independent Wealth Management Traverse City CFP Percentage of assets, Hourly
Jennifer Slater Kaydan Wealth Management Fenton CFP Percentage of assets, Ongoing planning fee
Jonathan Carender Paragon Investing Detroit CFP Percentage of assets
Julia Shaw Blue Chip Partners Farmington Hills Not listed Percentage of assets
Justin Cook RFM Financial Solutions Mt. Pleasant CFP Percentage of assets, Hourly
Keely McLeod Blue Chip Partners Farmington Hills Not listed Percentage of assets
Lindsay Fitzpatrick Old Mission Investment Traverse City CFP Percentage of assets, Hourly
Mark Kidd Kidd Financial Planning Livonia PFS Percentage of assets, Hourly
Mark Recker Recker Financial Bay City Not listed Percentage of assets, Hourly
Mark Zywiol Stonebrook Private Northville CFP Percentage of assets, Fixed fees
Matthew Kidd Kidd Financial Planning Livonia PFS Percentage of assets, Hourly

Firms headquartered in Michigan (237)

All 237 firms in Michigan