Fee-only advisors in Michigan
Fee-only advisors in Grand Rapids, Bloomfield Hills and Ann Arbor, plus 99 other cities.
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)
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Kenneth Schrauben | Retirement Capital Services | Grand Blanc | Not listed | Percentage of assets, Hourly |
| Kerby Wallick | StreamSong Advisors | Grand Rapids | CFA | Percentage of assets |
| Kurt Schuler | Old Mission Investment | Traverse City | Not listed | Percentage of assets, Hourly |
| Mathew Britt | Kaydan Wealth Management | Fenton | Not listed | Percentage of assets, Ongoing planning fee |
| Ryan Knabusch | Old Mission Investment | Traverse City | Not listed | Percentage of assets, Hourly |
| Scott Burns | River Raisin Investment Partners | Monroe | Not listed | Percentage of assets |
| Scott Pruski | Advosion | Ada | Not listed | Ongoing planning fee |
| Todd Knickerbocker | Stonebrook Private | Northville | Not listed | Percentage of assets, Fixed fees |
| Trevor Young | Paragon Investing | Detroit | Not listed | Percentage of assets |
| Tyler Krzewina | Specialized Retirement Consultants | Marquette | Not listed | Percentage of assets |
| William Shelmon | Paycheck to Wealth | Southfield | Not listed | Ongoing planning fee, One-time planning fee |
| Adriaan van Wyk | Richmond Brothers | Jackson | Not listed | Percentage of assets, Hourly |
| Brittney Della Torre | GPM Growth Investors | Bloomfield Hills | Not listed | Percentage of assets |
| Charles Roehrer | GPM Growth Investors | Bloomfield Hills | Not listed | Percentage of assets |
| Clint Kraft | Kraft Capital | Ann Arbor | Not listed | Percentage of assets, Hourly |
| Clint Kraft | Kraft Capital | Ann Arbor | Not listed | Percentage of assets, Hourly |
| Esteban Hernandez | Measured Strategies | Ada | Not listed | Percentage of assets, Hourly |
| Evan Gruchot | Solyco Wealth | Birmingham | Not listed | Percentage of assets, Hourly |
| Isaac Miller | Solyco Wealth | Birmingham | Not listed | Percentage of assets, Hourly |
| Joseph Griffin | GPM Growth Investors | Bloomfield Hills | Not listed | Percentage of assets |
| Kevin Ellis-Rutherford | Solyco Wealth | Birmingham | Not listed | Percentage of assets, Hourly |
| Noah Hoekstra | VanderPol Investments | Caledonia | Not listed | Percentage of assets |
| Renee Skiver | Skiver Investment Services | Allen Park | Not listed | Percentage of assets |
| Robert Laura | Wealth and Wellness Group | Brighton | Not listed | Flat fee or retainer |
| Samuel Gettis | Solyco Wealth | Birmingham | Not listed | Percentage of assets, Hourly |
| Stephen Braun | Liberty Financial Planning | Canton | Not listed | Hourly, Fixed fees |
| Steven Feeman | GPM Growth Investors | Bloomfield Hills | Not listed | Percentage of assets |
| Thomas Trouba | Solyco Wealth | Birmingham | Not listed | Percentage of assets, Hourly |
| Timothy Griffin | GPM Growth Investors | Bloomfield Hills | Not listed | Percentage of assets |
| Alan Dishow | Dishow Wealth Management | Shelby Township | Not listed | Percentage of assets, Hourly |
| Alan Tubbergen | Advisory Advocates | Grand Rapids | Not listed | Percentage of assets, Fixed fees |
| Amy McLandress | Private Wealth Consulting | Beverly Hills | Not listed | Percentage of assets, Fixed fees |
| Ann Davis | 626 Financial | Portage | Not listed | Percentage of assets |
| Brant Shrimplin | 626 Financial | Portage | Not listed | Percentage of assets |
| Brian Johnson | Cornerstone Wealth Partners | Okemos | Not listed | Percentage of assets, Fixed fees |
| Chris Luong | Columbia Asset Management | Ann Arbor | Not listed | Percentage of assets |
| Craig Simmons | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| David Roberts | Sage Hill Capital | Ann Arbor | Not listed | Percentage of assets |
| Don Gill III | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| Elizabeth Burgess | Advisory Advocates | Grand Rapids | Not listed | Percentage of assets, Fixed fees |
| Evan Vanderwey | Cornerstone Wealth Partners | Okemos | Not listed | Percentage of assets, Fixed fees |
| Frederick Fragner | Sage Hill Capital | Ann Arbor | Not listed | Percentage of assets |
| Gary Knapp | Cornerstone Asset Management | Hudsonville | Not listed | Percentage of assets, Hourly |
| Ian Rampersad | StreamSong Advisors | Grand Rapids | Not listed | Percentage of assets |
| Irfan Bhabhrawala | Arbor Financial | Ann Arbor | Not listed | Not listed |
| Jane Lowry | Motive Wealth Advisors | Birmingham | Not listed | Ongoing planning fee |
| Jeffrey Keen | AZA Capital Management | Leland | Not listed | Percentage of assets, Fixed fees |
| Jeremy Brandt | SkyOak Wealth | Southfield | Not listed | Percentage of assets, Hourly |
| Joseph Bonadies | Advisory Advocates | Grand Rapids | Not listed | Percentage of assets, Fixed fees |
| Joseph Degeorge | Advisory Advocates | Grand Rapids | Not listed | Percentage of assets, Fixed fees |
Firms headquartered in Michigan (237)
-
46 and 2 Investment Advisors, LLC.
Traverse City, Michigan
-
4square Advisory Services
Fenton, Michigan
-
626 Financial
Portage, Michigan
-
A & L Financial Services
Rochester, Michigan
-
Advance Wealth Management Service
Grand Rapids, Michigan
-
Advisory Advocates
Grand Rapids, Michigan
-
Advosion
Ada, Michigan
-
AG Wealth Management
Ypsilanti, Michigan
-
Ametrine Wealth
Lake Orion, Michigan
-
Antonelli Financial Advisors
Grosse Pointe, Michigan
-
Arbor Financial
Ann Arbor, Michigan
-
Arbor Trust Wealth Advisors
Ann Arbor, Michigan
-
ArborFi Advisors
Ann Arbor, Michigan
-
ARK Advisors
Traverse City, Michigan
-
Astraea Wealth Management, LLC
Grand Rapids, Michigan
-
Autumn Financial Advisors, LLC
Plymouth, Michigan
-
B.A. Roberts Financial Services
Marquette, Michigan
-
Barnhart Wealth Management
Washington, Michigan
-
Baron Wealth Management
Troy, Michigan
-
Bell Financial Planning
South Lyon, Michigan
-
Bell Financial Planning, LLC
South Lyon, Michigan
-
Belle Eve Financial, LLC
Dexter, Michigan
-
Bernard Wealth Management Corp.
Royal Oak, Michigan
-
Bespoke Financial Planning, LLC
Wayne, Michigan
-
Black Diamond Investment Group
Kalamazoo, Michigan
-
Black Walnut Wealth Management
Traverse City, Michigan
-
Blue Chip Partners
Farmington Hills, Michigan
-
Boardwalk Wealth Management
Ann Arbor, Michigan
-
Bowen Financial Planning
Holland, Michigan
-
Bowline Financial
Grosse Pointe Woods, Michigan
-
Braeburn Wealth Management
Muskegon, Michigan
-
Breakwater Capital
Kalamazoo, Michigan
-
Brown Financial Planning
Bay City, Michigan
-
Calder Financial Group
Ada, Michigan
-
Calvert Planning
Troy, Michigan
-
CapTrust Wealth Advisors
Holland, Michigan
-
Cedar Ridge Investment Management
Byron Center, Michigan
-
Chessie Advisors, LLC
Rochester Hills, Michigan
-
Church Organizers Foundation
Mason, Michigan
-
Clear Ridge Wealth Management
Kalamazoo, Michigan
-
CND Financial
Livonia, Michigan
-
Columbia Asset Management
Ann Arbor, Michigan
-
Compound Value Advisers
Sparta, Michigan
-
Conklin Financial Management
South Boardman, Michigan
-
Convert Financial Services
Mt Pleasant, Michigan
-
Conway Asset Management
Grosse Pointe Farms, Michigan
-
Core Financial Planning
Bloomfield Hills, Michigan
-
Coriander Financial Group LLC
Ann Arbor, Michigan
-
Cornerstone Asset Management
Hudsonville, Michigan
-
Cornerstone Wealth Partners
Okemos, Michigan
-
Cranbrook Wealth Management
Bloomfield Hills, Michigan
-
Cultivate Financial Wellness
Howell, Michigan
-
CWS Financial Advisors
Kalamazoo, Michigan
-
Dahring | Cusmano and Associates
Novi, Michigan
-
Daniel Investment Group
Royal Oak, Michigan
-
Daniel Ryan Financial
Holly, Michigan
-
Darden Wealth Group
Ann Arbor, Michigan
-
Deller Wealth Management
Royal Oak, Michigan
-
DeSERANNO Wealth Planning
Grosse Pointe Farms, Michigan
-
Dishow Wealth Management
Shelby Township, Michigan