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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
Douglas Voisard Voisard Asset Management Group Grand Rapids CFP Percentage of assets, Hourly
Edward Irwin Valuefirst Planning Shelby Township CFP Percentage of assets, Fixed fees
Emily Chludzinski Baron Wealth Management Troy CFP Percentage of assets, Hourly
Emily Wetter Schwallier Wealth Management Avoca CFP Percentage of assets, Hourly
Erik Falconer Falconer Group Traverse City CFP, CFA Percentage of assets, Hourly
Evelyn Breen Retirement Income Solutions Ann Arbor CFP Percentage of assets, Fixed fees
Gary Rosenberg Planning Alternatives Birmingham CFP Percentage of assets, Hourly
George Calvert Calvert Planning Troy CFP Percentage of assets, Hourly
Giselle Schlubatis Zhang Financial Portage CFP Percentage of assets, Hourly
Gregory Neino Retiremitten Financial Clarkston CFP Percentage of assets, Fixed fees
Heather Elve NPF Investment Advisors Grand Rapids CFP Percentage of assets, Hourly
Ivan Rose Retiremitten Financial Clarkston CFP Percentage of assets, Fixed fees
Jack Ombry Zhang Financial Portage CFP Percentage of assets, Hourly
Jack Tunge Midwest Capital Advisors Grand Rapids CFP Percentage of assets, Fixed fees
Jackson VanDyke Financial Advisory Grand Rapids CFP Percentage of assets, Hourly
Jacob Randall Family Capital Management Grand Rapids CFP Percentage of assets
James Louwerse GPS Financial Group Grand Rapids CFP Percentage of assets, Hourly
James Winslow Arbor Trust Wealth Advisors Ann Arbor CFP Percentage of assets, Hourly
Jared McNee Wolff Financial Management Kalamazoo CFP Percentage of assets
Jeffrey Guy Verdura Wealth Management Novi CFP Percentage of assets, Hourly
Jody Medford Lineguard Investments Troy CFP Percentage of assets
Joel Vander Meyden Financial Advisory Grand Rapids CFP Percentage of assets, Hourly
John Atkinson SGH Wealth Management Lathrup Village CFP Percentage of assets, Hourly
John Bailey Retirement Income Solutions Ann Arbor CFP Percentage of assets, Fixed fees
John Goff Retirement Income Solutions Ann Arbor CFP Percentage of assets, Fixed fees
Jonathan Haverdink Haverdink Financial Management Portage CFP Percentage of assets, Hourly
Jonathan Phelan Waterford Financial Management Fair Haven CFP, CFA Percentage of assets, Hourly
Jordan Buffum Voisard Asset Management Group Grand Rapids CFP Percentage of assets, Hourly
Jordan Katje Voisard Asset Management Group Grand Rapids CFP Percentage of assets, Hourly
Joseph Desteiger Gunder Wealth Management Birmingham CFP Percentage of assets, Hourly
Joseph Kettinger Retirement Income Solutions Ann Arbor CFP, ChFC Percentage of assets, Fixed fees
Joseph Lasslett Baron Wealth Management Troy CFP Percentage of assets, Hourly
Joseph Olekszyk Q3 Asset Management Birmingham CFP Percentage of assets, Hourly
Julie Hall Labrune Vision Capital Partners Ann Arbor CFP Percentage of assets, Hourly
Kenneth Basel Stepping Stone Advisors Superior Township CFP Hourly
Kent Golightly Planning Alternatives Birmingham CFP Percentage of assets, Hourly
Kevin Decker Retirement Income Solutions Ann Arbor CFP Percentage of assets, Fixed fees
Kevin Delaere GK Private Wealth Partners Troy CFP, PFS Percentage of assets, Hourly
Kolby Smith Zhang Financial Portage CFP Percentage of assets, Hourly
Kyle Henris Freedom Formula Wealth Management Rochester CFP Percentage of assets, Fixed fees
Kyle Mack Zhang Financial Portage CFP Percentage of assets, Hourly
Kyle Schwallier Schwallier Wealth Management Grand Rapids CFP Percentage of assets, Hourly
Kyle Triemstra Zhang Financial Portage CFP Percentage of assets, Hourly
Levi Hendershott Zhang Financial Portage CFP Percentage of assets, Hourly
Logan Ross Cranbrook Wealth Management Bloomfield Hills CFP Percentage of assets, Fixed fees
Loran Filson Financial Advisory Grand Rapids CFP Percentage of assets, Hourly
Louis Melone Melone Private Wealth Auburn Hills CFP Percentage of assets, Hourly
Mark Garbacik OLD Oak Financial Planning Brighton CFP Percentage of assets, Hourly
Mark Herman UP North Financial Traverse City CFP Percentage of assets, Fixed fees
Mark Reitz Reitz Capital Advisors Freeland CFP Percentage of assets, Hourly

Firms headquartered in Michigan (237)

All 237 firms in Michigan