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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
Andrea Russo Darden Wealth Group Ann Arbor Not listed Percentage of assets, Hourly
Andrew Perri Pinnacle Wealth Management Brighton Not listed Percentage of assets, Hourly
Anne Lee Church Organizers Foundation Mason Not listed Percentage of assets
Asad Gourani AG Wealth Management, PLLC Ypsilanti CFP, EA Percentage of assets, Hourly
Brian Weisman Columbia Asset Management Ann Arbor CFP Percentage of assets
Bruce Beckett My Financial Coach Midland Not listed Percentage of assets, Hourly
Cameron Clemens Grand Wealth Management Grand Rapids Not listed Ongoing planning fee
Charlie Cook Coriander Financial Group LLC Ann Arbor CDFA, CFP, CPA Percentage of assets, Hourly
Christine Isham Northern Financial Advisors Bloomfield Hills BS, CFP, EA, BA Fixed fees
Dace DeKruif Silver Strand Financial Planning Bloomfield Hills CFP, CRC Percentage of assets, Hourly
Daniel Bloemers Hill Island Financial Grand Rapids Not listed Percentage of assets, Fixed fees
Daren Shavell Calder Financial Group Ada CFA One-time planning fee
Darren Conklin Conklin Financial Management South Boardman CFP, ChFC Percentage of assets, Hourly
Douglas Johnson Grand Wealth Management Grand Rapids Not listed Ongoing planning fee
Emma Fabiano Grand Wealth Management Grand Rapids Not listed Ongoing planning fee
Erik Klumpp Chessie Advisors, LLC Rochester Hills CFP, EA Percentage of assets, Hourly
Eve Gaiser Pinnacle Wealth Management Brighton Not listed Percentage of assets, Hourly
Fadi Issa Boardwalk Wealth Management Ann Arbor Not listed Percentage of assets, Ongoing planning fee
Gregory Seppanen Simplified Financial Partners Calumet CFP One-time planning fee
Hylan Moises Darden Wealth Group Ann Arbor Not listed Percentage of assets, Hourly
Jacob VandenBosch Hill Island Financial Grand Rapids Not listed Percentage of assets, Fixed fees
James Niedzinski Motive Wealth Advisors Birmingham CFP Ongoing planning fee
Jason Close Motive Wealth Advisors Birmingham CFP, CFA Ongoing planning fee
Jeffrey Brink The DBS Companies Bay City Not listed Percentage of assets, Hourly
Jesse Geary Geddi Capital Ann Arbor Not listed Percentage of assets
Joshua Moeller Hill Island Financial Grand Rapids Not listed Percentage of assets, Fixed fees
Kevin Toler Hill Island Financial Grand Rapids Not listed Percentage of assets, Fixed fees
Kimberly Houston Innermost Wealth Management, LLC Troy CFP, CRPC Percentage of assets, Hourly
Lawrence Zimbler 4square Advisory Services Fenton Not listed Percentage of assets, Hourly
Lisa Carey GEM Asset Management, LLC Plymouth AWMA, CFP, CRPC, MS Percentage of assets, Fixed fees
Mark Fetterolf My Financial Coach Midland Not listed Percentage of assets, Hourly
Mark Minder Darden Wealth Group Ann Arbor Not listed Percentage of assets, Hourly
Mark Wojno Pinnacle Wealth Management Brighton Not listed Percentage of assets, Hourly
Martin Lee Church Organizers Foundation Mason Not listed Percentage of assets
Nelson Knill Rochester Wealth Strategies Rochester CFP Percentage of assets
Paul Day Pinnacle Wealth Management Brighton Not listed Percentage of assets, Hourly
Peter Hamburger Prosperity Wealth Strategies Bloomfield Hills Not listed Percentage of assets, Hourly
Peter Kennedy Kennedy Investment Counsel Birmingham CFA Percentage of assets
Rebecka Pratt Hill Island Financial Grand Rapids Not listed Percentage of assets, Fixed fees
Regan Duperon The DBS Companies Bay City Not listed Percentage of assets, Hourly
Richard Arbury My Financial Coach Midland Not listed Percentage of assets, Hourly
Robert Rahaim DeSERANNO Wealth Planning Grosse Pointe Farms CFP, BS, MA Percentage of assets, Fixed fees
Robert Roper Kroon & Mitchell Grand Rapids Not listed Percentage of assets, Hourly
Sam Huszczo SGH Wealth Management Lathrup Village CFA, CFP Percentage of assets, Hourly
Sara Brubaker RFM Financial Solutions Midland ChFC Percentage of assets, Hourly
Shad Thomas Stamford Bridge Wealth Management East Grand Rapids CFP Percentage of assets
Sophit Lee Docsa Capital Management, Inc. Portage CFP Percentage of assets, Hourly
Spencer Lademan Kroon & Mitchell Grand Rapids Not listed Percentage of assets, Hourly
Steven O'Mara Brown Financial Planning Bay City Not listed Percentage of assets
Thaddeus Phelps Advance Wealth Management Service Grand Rapids CFP, ChFC Percentage of assets, Hourly

Firms headquartered in Michigan (237)

All 237 firms in Michigan