# Fee-only financial advisors in Birmingham, Michigan > Start with a fee-only advisor in Birmingham whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Ashlee deSteiger of Gunder Wealth Management, Jason Close of Motive Wealth Advisors and Ilirjan Shkurti of Whistle Stop Financial Advice, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/michigan/birmingham/ 27 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Birmingham? Start with a fee-only advisor in Birmingham whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Ashlee deSteiger of Gunder Wealth Management, Jason Close of Motive Wealth Advisors and Ilirjan Shkurti of Whistle Stop Financial Advice, chosen for their credentials and fees on file. ## How many fee-only advisors in Birmingham are there? The Wellspent public graph lists 27 fee-only advisors in Birmingham, at 9 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Birmingham focus on? The most common focus among fee-only advisors in Birmingham is retirement planning (8), followed by people close to retirement (7) and family wealth transfer (7). Advisors can list more than one. ## How do fee-only advisors in Birmingham charge? The most common fee among fee-only advisors in Birmingham is a percentage of assets, used by 81% of the 27 with fees on file. Many use more than one: 74% charge by the hour and 52% charge fixed fees. ## 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 Birmingham hold the CFP? 33% of the 27 fee-only advisors in Birmingham 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 Birmingham? 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Ashlee deSteiger](https://find.wellspent.co/advisors/ashlee-desteiger.md) | Gunder Wealth Management | Birmingham, Michigan | CFA, CFP, CPA/PFS, CPA | Percentage of assets, Hourly, Fixed fees | | [Michael Palazzolo](https://find.wellspent.co/advisors/michael-palazzolo.md) | Fintentional LLC | Birmingham, Michigan | CFP | Fixed fees | | [Ilirjan Shkurti](https://find.wellspent.co/advisors/ilirjan-shkurti.md) | Whistle Stop Financial Advice | Birmingham, Michigan | CFA | Hourly | | [Frederick Moosherr](https://find.wellspent.co/advisors/frederick-moosherr.md) | Canopy Wealth Management | Birmingham, Michigan | | Percentage of assets | | [Reyn Eichenlaub](https://find.wellspent.co/advisors/reyn-eichenlaub.md) | Canopy Wealth Management | Birmingham, Michigan | | Percentage of assets | | [James Niedzinski](https://find.wellspent.co/advisors/james-niedzinski.md) | Motive Wealth Advisors | Birmingham, Michigan | CFP | Ongoing planning fee | | [Jason Close](https://find.wellspent.co/advisors/jason-close.md) | Motive Wealth Advisors | Birmingham, Michigan | CFP, CFA | Ongoing planning fee | | [Peter Kennedy](https://find.wellspent.co/advisors/peter-kennedy.md) | Kennedy Investment Counsel | Birmingham, Michigan | CFA | Percentage of assets | | [Evan Gruchot](https://find.wellspent.co/advisors/evan-gruchot.md) | Solyco Wealth | Birmingham, Michigan | | Percentage of assets, Hourly, Fixed fees | | [Isaac Miller](https://find.wellspent.co/advisors/isaac-miller.md) | Solyco Wealth | Birmingham, Michigan | | Percentage of assets, Hourly, Fixed fees | | [Kevin Ellis-Rutherford](https://find.wellspent.co/advisors/kevin-ellis-rutherford.md) | Solyco Wealth | Birmingham, Michigan | | Percentage of assets, Hourly, Fixed fees | | [Samuel Gettis](https://find.wellspent.co/advisors/samuel-gettis.md) | Solyco Wealth | Birmingham, Michigan | | Percentage of assets, Hourly, Fixed fees | | [Thomas Trouba](https://find.wellspent.co/advisors/thomas-trouba.md) | Solyco Wealth | Birmingham, Michigan | | Percentage of assets, Hourly, Fixed fees | | [Jane Lowry](https://find.wellspent.co/advisors/jane-lowry.md) | Motive Wealth Advisors | Birmingham, Michigan | | Ongoing planning fee | | [Gary Rosenberg](https://find.wellspent.co/advisors/gary-rosenberg.md) | Planning Alternatives | Birmingham, Michigan | CFP | Percentage of assets, Hourly, Fixed fees | | [Joseph Desteiger](https://find.wellspent.co/advisors/joseph-desteiger.md) | Gunder Wealth Management | Birmingham, Michigan | CFP | Percentage of assets, Hourly, Fixed fees | | [Joseph Olekszyk](https://find.wellspent.co/advisors/joseph-olekszyk.md) | Q3 Asset Management | Birmingham, Michigan | CFP | Percentage of assets, Hourly, Subscription, Performance-based fees | | [Kent Golightly](https://find.wellspent.co/advisors/kent-golightly.md) | Planning Alternatives | Birmingham, Michigan | CFP | Percentage of assets, Hourly, Fixed fees | | [Nathan Mersereau](https://find.wellspent.co/advisors/nathan-mersereau.md) | Planning Alternatives | Birmingham, Michigan | CFP | Percentage of assets, Hourly, Fixed fees | | [David Tutak](https://find.wellspent.co/advisors/david-tutak.md) | Planning Alternatives | Birmingham, Michigan | CFA | Percentage of assets, Hourly, Fixed fees | | [Timothy Hanna](https://find.wellspent.co/advisors/timothy-hanna.md) | Planning Alternatives | Birmingham, Michigan | CFA | Percentage of assets, Hourly, Fixed fees | | [Adam Quiring](https://find.wellspent.co/advisors/adam-quiring.md) | Q3 Asset Management | Birmingham, Michigan | | Percentage of assets, Hourly, Subscription, Performance-based fees | | [Amos Sheena](https://find.wellspent.co/advisors/amos-sheena.md) | Q3 Asset Management | Birmingham, Michigan | | Percentage of assets, Hourly, Subscription, Performance-based fees | | [Bradford Giaimo](https://find.wellspent.co/advisors/bradford-giaimo.md) | Q3 Asset Management | Birmingham, Michigan | | Percentage of assets, Hourly, Subscription, Performance-based fees | | [Ethan Pinto](https://find.wellspent.co/advisors/ethan-pinto.md) | Q3 Asset Management | Birmingham, Michigan | | Percentage of assets, Hourly, Subscription, Performance-based fees | | [Maximilian Baker](https://find.wellspent.co/advisors/maximilian-baker.md) | Q3 Asset Management | Birmingham, Michigan | | Percentage of assets, Hourly, Subscription, Performance-based fees | | [Stacey Gomez](https://find.wellspent.co/advisors/stacey-gomez.md) | Planning Alternatives | Birmingham, Michigan | | Percentage of assets, Hourly, Fixed fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).