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
Joshua Richline Cornerstone Wealth Partners Okemos Not listed Percentage of assets, Fixed fees
Joshua Vandyke Cornerstone Wealth Partners Okemos Not listed Percentage of assets, Fixed fees
Karen Morse 626 Financial Portage Not listed Percentage of assets
Kenneth Brandt SkyOak Wealth Southfield Not listed Percentage of assets, Hourly
Kory Salagean Columbia Asset Management Ann Arbor Not listed Percentage of assets
Larry Andreano Advisory Advocates Grand Rapids Not listed Percentage of assets, Fixed fees
Linda Meadows Columbia Asset Management Ann Arbor Not listed Percentage of assets
Mark Moerdyk Cornerstone Wealth Partners Grand Rapids Not listed Percentage of assets, Fixed fees
Maxwell Beals Cornerstone Wealth Partners Okemos Not listed Percentage of assets, Fixed fees
Michael Cook Advisory Advocates Grand Rapids Not listed Percentage of assets, Fixed fees
Michael O'Farrell StreamSong Advisors Grand Rapids Not listed Percentage of assets
Nathan Stump Cornerstone Wealth Partners Okemos Not listed Percentage of assets, Fixed fees
Roger Denha SkyOak Wealth Southfield Not listed Percentage of assets, Hourly
Ryan Howard 626 Financial Portage Not listed Percentage of assets
Samuel DeGoffau Cornerstone Wealth Partners Okemos Not listed Percentage of assets, Fixed fees
Samuel Vasiu StreamSong Advisors Grand Rapids Not listed Percentage of assets
Steven Vanderwey Cornerstone Wealth Partners Okemos Not listed Percentage of assets, Fixed fees
Thomas Braun StreamSong Advisors Grand Rapids Not listed Percentage of assets
Timothy Whelan Cornerstone Wealth Partners Okemos Not listed Percentage of assets, Fixed fees
William Wiarda Cornerstone Wealth Partners Grand Rapids Not listed Percentage of assets, Fixed fees
Alex Zhang Zhang Financial Portage CFP, CFA Percentage of assets, Hourly
Andrew McLane Northern Financial Advisors Bloomfield Hills CFP Fixed fees
Andrew Roberts Financial Advisory Grand Rapids CFP Percentage of assets, Hourly
Andrew Settecerri Arbor Trust Wealth Advisors Ann Arbor CFP Percentage of assets, Hourly
Andrew Shibley Afton Advisors Portage CFP Percentage of assets, Fixed fees
Angela Brooks Family Capital Management Grand Rapids CFP Percentage of assets
Ann Shadle Dahring | Cusmano and Associates Novi CFP Percentage of assets, Hourly
Audrey Feldpausch Stenger Family Office Ann Arbor CFP Percentage of assets, Fixed fees
Autumn Soltysiak Hemming& Wealth Management Traverse City CFP Percentage of assets, Hourly
Benjamin Cairns Essex Spring Lake CFP Percentage of assets, Hourly
Branden Carney Melone Private Wealth Auburn Hills CFP Percentage of assets, Hourly
Brett Long Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L Troy CFP Percentage of assets, Hourly
Brett Quayle Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L Troy CFP Percentage of assets, Hourly
Brigid Mulroy Duet Advisory Services Bingham Farms CFP, PFS Percentage of assets, Hourly
Bruce Roberts B.A. Roberts Financial Services Marquette CFP Percentage of assets, Hourly
Bryan Long Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L Troy CFP Percentage of assets, Hourly
Cameron Beginin SGH Wealth Management Lathrup Village CFP Percentage of assets, Hourly
Cameron Kleinheksel Zhang Financial Portage CFP Percentage of assets, Hourly
Charles Zhang Zhang Financial Portage CFP, ChFC Percentage of assets, Hourly
Christopher Still Financial Advisory Grand Rapids CFP Percentage of assets, Hourly
Craig Ackermann Stewardship Trust Advisors Grandville CFP Percentage of assets, Hourly
Craig Rayment Financial Advisory Grand Rapids CFP Percentage of assets, Hourly
Daniel Haines Voisard Asset Management Group Grand Rapids CFP, CFA Percentage of assets, Hourly
Daniel Kostaroff Lsia Bloomfield Hills CFP, CFA Percentage of assets
Daniel Sippell SGH Wealth Management Lathrup Village CFP Percentage of assets, Hourly
Daniel Smith Francis Financial Saline CFP Percentage of assets, Hourly
David Marshall Zhang Financial Portage CFP Percentage of assets, Hourly
Dillon Schroeder Foresight Capital Management Advisors Saline CFP Percentage of assets, Hourly
Dominic Arnold Northern Financial Advisors Bloomfield Hills CFP Fixed fees
Dominik Isham Northern Financial Advisors Bloomfield Hills CFP Fixed fees

Firms headquartered in Michigan (237)

All 237 firms in Michigan