Fee-only financial advisors in Ann Arbor, Michigan
Which fee-only financial advisor should I talk to in Ann Arbor?
Start with a fee-only advisor in Ann Arbor whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Robert Oliver of Oliver Financial Planning, LLC, Charlie Cook of Coriander Financial Group LLC and Todd Kephart of Retirement Income Solutions, Inc., chosen for their credentials and fees on file.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Robert Oliver Oliver Financial Planning, LLC Holds the CFP and CFA. Fees on file: ongoing planning fee.
- Charlie Cook Coriander Financial Group LLC Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Todd Kephart Retirement Income Solutions, Inc. Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- Brian Weisman Columbia Asset Management Holds the CFP. Fees on file: percentage of assets.
- Thomas Costigan ArborFi Advisors Holds the CFP. Fees on file: percentage of assets.
- Julie Hall Labrune Vision Capital Partners Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 46
- Firms
- 20
- Hold the CFP
- 37%
- Other credentials: CFA 9% · CPA 2% · ChFC 2%
- How they charge (of 45 with fees on file): percentage of assets 96% · fixed fees 67% · hourly 36% · ongoing planning fee 4%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Ann Arbor by what you need
Find an advisor in Michigan by fee, assets, or credential
Questions about fee-only advisors in Ann Arbor
How many fee-only advisors in Ann Arbor are there?
The Wellspent public graph lists 46 fee-only advisors in Ann Arbor, at 20 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Ann Arbor focus on?
The most common focus among fee-only advisors in Ann Arbor is tax planning (8), followed by estate planning (7) and family wealth transfer (7). Advisors can list more than one.
How do fee-only advisors in Ann Arbor charge?
The most common fee among fee-only advisors in Ann Arbor is a percentage of assets, used by 96% of the 45 with fees on file. Many use more than one: 67% charge fixed fees and 36% charge by the hour.
How much do fee-only financial advisors charge in Michigan?
Fee-only financial advisors in Michigan charge a median of $3,000 a year for ongoing planning. We found this across the published prices of 20 Michigan firms.
How many fee-only advisors in Ann Arbor hold the CFP?
37% of the 46 fee-only advisors in Ann Arbor hold the CFP certification, based on the credentials listed on each record.
Does Michigan tax income on top of federal tax?
Yes. Michigan has a state income tax, so a financial plan for a Michigan resident should project it alongside federal tax.
Is there a local income tax in Michigan?
Yes. In Michigan, some cities, including Detroit, add a local income tax.
How current is this list of fee-only advisors in Ann Arbor?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 46 advisors in Ann Arbor
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Todd Kephart | Retirement Income Solutions, Inc. | Ann Arbor | CFP, MBA | Percentage of assets, One-time planning fee |
| Robert Oliver | Oliver Financial Planning, LLC | Ann Arbor | CFA, CFP, MBA | Ongoing planning fee |
| David McNeely | Darden Wealth Group | Ann Arbor | CFA | Percentage of assets, Hourly |
| Patricia Slocum | ArborFi Advisors | Ann Arbor | CFP | Percentage of assets |
| Thomas Costigan | ArborFi Advisors | Ann Arbor | CFP | Percentage of assets |
| Thomas Hardy | Hardy Financial Planning | Ann Arbor | CFP | Hourly, Fixed fees |
| Andrea Darden | Darden Wealth Group | Ann Arbor | Not listed | Percentage of assets, Hourly |
| Andrea Russo | Darden Wealth Group | Ann Arbor | Not listed | Percentage of assets, Hourly |
| Brian Weisman | Columbia Asset Management | Ann Arbor | CFP | Percentage of assets |
| Charlie Cook | Coriander Financial Group LLC | Ann Arbor | CDFA, CFP, CPA | Percentage of assets, Hourly |
| Fadi Issa | Boardwalk Wealth Management | Ann Arbor | Not listed | Percentage of assets, Ongoing planning fee |
| Hylan Moises | Darden Wealth Group | Ann Arbor | Not listed | Percentage of assets, Hourly |
| Jesse Geary | Geddi Capital | Ann Arbor | Not listed | Percentage of assets |
| Mark Minder | Darden Wealth Group | Ann Arbor | Not listed | Percentage of assets, Hourly |
| Edward Ledermann | Whale Shark Financial | Ann Arbor | Not listed | Percentage of assets, Hourly |
| Clint Kraft | Kraft Capital | Ann Arbor | Not listed | Percentage of assets, Hourly |
| Clint Kraft | Kraft Capital | Ann Arbor | Not listed | Percentage of assets, Hourly |
| Chris Luong | Columbia Asset Management | Ann Arbor | Not listed | Percentage of assets |
| David Roberts | Sage Hill Capital | Ann Arbor | Not listed | Percentage of assets |
| Frederick Fragner | Sage Hill Capital | Ann Arbor | Not listed | Percentage of assets |
| Irfan Bhabhrawala | Arbor Financial | Ann Arbor | Not listed | Not listed |
| Kory Salagean | Columbia Asset Management | Ann Arbor | Not listed | Percentage of assets |
| Linda Meadows | Columbia Asset Management | Ann Arbor | Not listed | Percentage of assets |
| Andrew Settecerri | Arbor Trust Wealth Advisors | Ann Arbor | CFP | Percentage of assets, Hourly |
| Audrey Feldpausch | Stenger Family Office | Ann Arbor | CFP | Percentage of assets, Fixed fees |
| Evelyn Breen | Retirement Income Solutions | Ann Arbor | CFP | Percentage of assets, Fixed fees |
| James Winslow | Arbor Trust Wealth Advisors | Ann Arbor | 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 |
| Joseph Kettinger | Retirement Income Solutions | Ann Arbor | CFP, ChFC | Percentage of assets, Fixed fees |
| Julie Hall Labrune | Vision Capital Partners | Ann Arbor | CFP | Percentage of assets, Hourly |
| Kevin Decker | Retirement Income Solutions | Ann Arbor | CFP | Percentage of assets, Fixed fees |
| Robert Genereaux | Retirement Income Solutions | Ann Arbor | CFP | Percentage of assets, Fixed fees |
| Megan Flynn | Retirement Income Solutions | Ann Arbor | CFA | Percentage of assets, Fixed fees |
| Sonia Patel | Arbor Trust Wealth Advisors | Ann Arbor | CFA | Percentage of assets, Hourly |
| Aaron Tanner | Retirement Income Solutions | Ann Arbor | Not listed | Percentage of assets, Fixed fees |
| Alexander LaLonde | Retirement Income Solutions | Ann Arbor | Not listed | Percentage of assets, Fixed fees |
| Amy Holzer | Retirement Income Solutions | Ann Arbor | Not listed | Percentage of assets, Fixed fees |
| Breann Mulligan | Coriander Financial Group | Ann Arbor | Not listed | Percentage of assets, Hourly |
| Brock Hastie | Retirement Income Solutions | Ann Arbor | Not listed | Percentage of assets, Fixed fees |
| Christopher Robbins | Grand Street Wealth Management | Ann Arbor | Not listed | Percentage of assets, Hourly |
| Evan Leroy | Retirement Income Solutions | Ann Arbor | Not listed | Percentage of assets, Fixed fees |
| Karen Chapell | Retirement Income Solutions | Ann Arbor | Not listed | Percentage of assets, Fixed fees |
| Lisa Myers | Retirement Income Solutions | Ann Arbor | Not listed | Percentage of assets, Fixed fees |
| Mark Peyser | Retirement Income Solutions | Ann Arbor | Not listed | Percentage of assets, Fixed fees |
| Steven Pierce | Pierce Financial | Ann Arbor | Not listed | Percentage of assets |
Want a shorter list in Ann Arbor?
Tell us what you need and we'll narrow Ann Arbor's 46 advisors to the few who fit.
Get matched in 2 minutes