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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
Thomas Anderton 626 Financial Portage CFP Percentage of assets
Tyler Rayman StreamSong Advisors Grand Rapids CFP Percentage of assets
Zachary Smith Kroon & Mitchell Grand Rapids Not listed Percentage of assets, Hourly
Adam Minor RBS Wealth Management Alto Not listed Percentage of assets, Hourly
Andrew Gildea CWS Financial Advisors Kalamazoo Not listed Percentage of assets
Beth Price Beck Bode Traverse City Not listed Percentage of assets, Fixed fees
Billie Paveglio Northern Edge Wealth Management Marquette Not listed Flat fee or retainer, Percentage of assets
Bradley Sorenson Diversified Portfolios Bloomfield Hills Not listed Percentage of assets
Carl Bradley Wittenberg Investments Troy Not listed Percentage of assets, Hourly
Catharine Betzig Diversified Portfolios Bloomfield Hills Not listed Percentage of assets
Charles Dickinson William Mack & Associates Harbor Springs Not listed Percentage of assets, Ongoing planning fee
Christine Batts CWS Financial Advisors Kalamazoo Not listed Percentage of assets
Dane Nelson Northern Edge Wealth Management Marquette Not listed Flat fee or retainer, Percentage of assets
David Richmond Richmond Brothers Jackson ChFC Percentage of assets, Hourly
Deanna KInney William Mack & Associates Troy Not listed Percentage of assets, Ongoing planning fee
Dimitri Poland Braeburn Wealth Management Muskegon Not listed Percentage of assets, Hourly
Donald Carnaghi Premier Estate Planners Clinton Township Not listed Percentage of assets, Hourly
Dragan Filipovic Gold Coast Capital Management Douglas Not listed Percentage of assets
Edward Ledermann Whale Shark Financial Ann Arbor Not listed Percentage of assets, Hourly
Jason Goosen Rapids Financial Kentwood Not listed Percentage of assets
John Benedict J2 Capital Management Troy Not listed Percentage of assets, Hourly
Joseph Splendorio CWS Financial Advisors Kalamazoo Not listed Percentage of assets
Kenneth Wittenberg Wittenberg Investments Troy Not listed Percentage of assets, Hourly
Kevin Weingarden Wittenberg Investments Troy Not listed Percentage of assets, Hourly
Kingshook Ghosh USAWorld Capital Canton CFA Hourly
Logan Metcalf Braeburn Wealth Management Muskegon Not listed Percentage of assets, Hourly
Matthew Sumnicht Bowline Financial Grosse Pointe Woods Not listed Percentage of assets, Fixed fees
Michael Poland Braeburn Wealth Management Muskegon Not listed Percentage of assets, Hourly
Philip Devries RBS Wealth Management Alto Not listed Percentage of assets, Hourly
Regina Spence CWS Financial Advisors Kalamazoo Not listed Percentage of assets
Richard Toth VanderPol Investments Caledonia CFA Percentage of assets
Ryan Stephen RBS Wealth Management Alto Not listed Percentage of assets, Hourly
Tanner Carriere Northern Edge Wealth Management Marquette Not listed Flat fee or retainer, Percentage of assets
Thomas Mazza Premier Estate Planners Clinton Township Not listed Percentage of assets, Hourly
Timothy Mack William Mack & Associates Troy Not listed Percentage of assets, Ongoing planning fee
William Caton William Mack & Associates Troy Not listed Percentage of assets, Ongoing planning fee
Adam McLaughlin River Raisin Investment Partners Monroe Not listed Percentage of assets
Alysia Harrick StackStone Wealth Marquette Not listed Percentage of assets, Fixed fees
Austin Cavanaugh Paragon Investing Royal Oak Not listed Percentage of assets
Austin Hilliker Wellspring Investing Atlantic Mine Not listed Percentage of assets
Brent Bowen Bowen Financial Planning Holland Not listed Percentage of assets, Hourly
Chase Poulson Kaydan Wealth Management Fenton Not listed Percentage of assets, Ongoing planning fee
Christopher Lamb Old Mission Investment Traverse City Not listed Percentage of assets, Hourly
Corey Wangler Paragon Investing Detroit Not listed Percentage of assets
Eldin Foco Sterling Advisory Group Southfield Not listed Percentage of assets, Hourly
George Racette Calder Financial Group Ada Not listed One-time planning fee
Howard Bayliss Core Financial Planning Bloomfield Hills Not listed One-time planning fee, Ongoing planning fee
Jeffrey Johnson Old Mission Investment Traverse City Not listed Percentage of assets, Hourly
Keith Olshove Old Mission Investment Traverse City Not listed Percentage of assets, Hourly
Kelly Eggleston Calder Financial Group Ada Not listed One-time planning fee

Firms headquartered in Michigan (237)

All 237 firms in Michigan