W Wellspent Public advisor graph
Get matched
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
Michael Harter RFM Financial Solutions Mt. Pleasant CFP Percentage of assets, Hourly
Michael Reiterman Kaydan Wealth Management Auburn Hills CFP Percentage of assets, Ongoing planning fee
Mitchell Kahl Blue Chip Partners Farmington Hills Not listed Percentage of assets
Omar Ezz Olive Tree Asset Management Northville CFP Percentage of assets, One-time planning fee
Phillip Mitchell Kroon & Mitchell Grand Rapids CFA Percentage of assets, Hourly
Scott Hackney Independent Wealth Management Traverse City CFP Percentage of assets, Hourly
Scott Heath Heath Capital Management Bloomfield Hills CFP Percentage of assets, Fixed fees
Spencer Knickerbocker Stonebrook Private Northville CFP Percentage of assets, Fixed fees
Stephen Fisher Independent Wealth Management Traverse City CFP Percentage of assets, Hourly
Steven Underriter Freedom Financial Planning Solutions Grand Rapids Not listed Flat fee or retainer
Susan Wipperman Old Mission Investment Traverse City CFP Percentage of assets, Hourly
Vincent Parrack Blue Chip Partners Farmington Hills Not listed Percentage of assets
Ashley Ketchum CapTrust Wealth Advisors Holland Not listed Percentage of assets, Fixed fees
Brendon Johnson CapTrust Wealth Advisors Holland Not listed Percentage of assets, Fixed fees
Brian Vandenbrink CapTrust Wealth Advisors Holland Not listed Percentage of assets, Fixed fees
Bryan Linn CapTrust Wealth Advisors Holland Not listed Percentage of assets, Fixed fees
Daniel Boyle Provident Investment Management Novi CFA Percentage of assets
Daniel Goldberg Diversified Portfolios Bloomfield Hills CFA Percentage of assets
Daniel Vredeveld Richmond Brothers Jackson CFP Percentage of assets, Hourly
Eric Wathen Provident Investment Management Novi CFA Percentage of assets
Gabriel Newhof JVL Wealth Strategies Wyoming Not listed Percentage of assets, Hourly
James Skubik Provident Investment Management Novi CFA Percentage of assets
Jason Bruxvoort CapTrust Wealth Advisors Holland Not listed Percentage of assets, Fixed fees
Jason Kooyer CapTrust Wealth Advisors Holland Not listed Percentage of assets, Fixed fees
John Campbell Namesake Group Rochester CFP Percentage of assets, Hourly
Jonas Rees CapTrust Wealth Advisors Holland Not listed Percentage of assets, Fixed fees
Kristine Pattison CapTrust Wealth Advisors Holland Not listed Percentage of assets, Fixed fees
Lauren Truer CapTrust Wealth Advisors Holland Not listed Percentage of assets, Fixed fees
Lori Hannemann Clear Ridge Wealth Management Kalamazoo Not listed Percentage of assets
Mark Vanderpol VanderPol Investments Caledonia CFP, CFA Percentage of assets
Matthew Curfman Richmond Brothers Jackson CFP Percentage of assets, Hourly
Miles Putnam Provident Investment Management Novi CFA Percentage of assets
Natalie Miller Grit & Lavender Financial Planning Brighton Not listed Percentage of assets, Ongoing planning fee
Patricia Slocum ArborFi Advisors Ann Arbor CFP Percentage of assets
Rhonda Carter CapTrust Wealth Advisors Holland Not listed Percentage of assets, Fixed fees
Richard Keil William Mack & Associates Southfield PFS Percentage of assets, Ongoing planning fee
Ronald Yolles Diversified Portfolios Bloomfield Hills CFA Percentage of assets
Ryan Tyler CapTrust Wealth Advisors Holland Not listed Percentage of assets, Fixed fees
Samuel Starks CapTrust Wealth Advisors Holland Not listed Percentage of assets, Fixed fees
Shanon Tate CapTrust Wealth Advisors Holland Not listed Percentage of assets, Fixed fees
Shawn Pacanowski CapTrust Wealth Advisors Holland Not listed Percentage of assets, Fixed fees
Thomas Costigan ArborFi Advisors Ann Arbor CFP Percentage of assets
Thomas Hardy Hardy Financial Planning Ann Arbor CFP Hourly, Fixed fees
Timothy Wendt Wendt Financial Advisors Battle Creek CFP Percentage of assets, Hourly
Troy Veldkamp CapTrust Wealth Advisors Holland Not listed Percentage of assets, Fixed fees
William Stone 46 and 2 Investment Advisors, LLC. Traverse City CFP Percentage of assets, Hourly
Adam Schwallier Schwallier Wealth Management LLC Grand Rapids CFP, CMFC Percentage of assets, Hourly
Amanda Bassford Hill Island Financial Grand Rapids Not listed Percentage of assets, Fixed fees
Amy Buck Planpath Financial Marquette CFP, EA Hourly, Fixed fees
Andrea Darden Darden Wealth Group Ann Arbor Not listed Percentage of assets, Hourly

Firms headquartered in Michigan (237)

All 237 firms in Michigan