Fee-only financial advisors in Birmingham, Michigan
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Ashlee deSteiger Gunder Wealth Management Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- Jason Close Motive Wealth Advisors Holds the CFP and CFA. Fees on file: ongoing planning fee.
- Ilirjan Shkurti Whistle Stop Financial Advice Holds the CFA. Fees on file: hourly.
- Peter Kennedy Kennedy Investment Counsel Holds the CFA. Fees on file: percentage of assets.
- David Tutak Planning Alternatives Holds the CFA. Fees on file: percentage of assets, hourly.
- Michael Palazzolo Fintentional LLC Holds the CFP. Fees on file: fixed fees.
By the numbers
- Advisors listed
- 27
- Firms
- 9
- Hold the CFP
- 33%
- Other credentials: CFA 22% · CPA 4%
- How they charge (of 27 with fees on file): percentage of assets 81% · hourly 74% · fixed fees 52% · subscription 22%
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 Birmingham by what you need
Find an advisor in Michigan by fee, assets, or credential
Questions about fee-only advisors in Birmingham
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.
All 27 advisors in Birmingham
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Ashlee deSteiger | Gunder Wealth Management | Birmingham | CFA, CFP, CPA/PFS, CPA | Percentage of assets, Hourly |
| Michael Palazzolo | Fintentional LLC | Birmingham | CFP | Fixed fees |
| Ilirjan Shkurti | Whistle Stop Financial Advice | Birmingham | CFA | Hourly |
| Frederick Moosherr | Canopy Wealth Management | Birmingham | Not listed | Percentage of assets |
| Reyn Eichenlaub | Canopy Wealth Management | Birmingham | Not listed | Percentage of assets |
| James Niedzinski | Motive Wealth Advisors | Birmingham | CFP | Ongoing planning fee |
| Jason Close | Motive Wealth Advisors | Birmingham | CFP, CFA | Ongoing planning fee |
| Peter Kennedy | Kennedy Investment Counsel | Birmingham | CFA | Percentage of assets |
| Evan Gruchot | Solyco Wealth | Birmingham | Not listed | Percentage of assets, Hourly |
| Isaac Miller | Solyco Wealth | Birmingham | Not listed | Percentage of assets, Hourly |
| Kevin Ellis-Rutherford | Solyco Wealth | Birmingham | Not listed | Percentage of assets, Hourly |
| Samuel Gettis | Solyco Wealth | Birmingham | Not listed | Percentage of assets, Hourly |
| Thomas Trouba | Solyco Wealth | Birmingham | Not listed | Percentage of assets, Hourly |
| Jane Lowry | Motive Wealth Advisors | Birmingham | Not listed | Ongoing planning fee |
| Gary Rosenberg | Planning Alternatives | Birmingham | CFP | Percentage of assets, Hourly |
| Joseph Desteiger | Gunder Wealth Management | Birmingham | CFP | Percentage of assets, Hourly |
| Joseph Olekszyk | Q3 Asset Management | Birmingham | CFP | Percentage of assets, Hourly |
| Kent Golightly | Planning Alternatives | Birmingham | CFP | Percentage of assets, Hourly |
| Nathan Mersereau | Planning Alternatives | Birmingham | CFP | Percentage of assets, Hourly |
| David Tutak | Planning Alternatives | Birmingham | CFA | Percentage of assets, Hourly |
| Timothy Hanna | Planning Alternatives | Birmingham | CFA | Percentage of assets, Hourly |
| Adam Quiring | Q3 Asset Management | Birmingham | Not listed | Percentage of assets, Hourly |
| Amos Sheena | Q3 Asset Management | Birmingham | Not listed | Percentage of assets, Hourly |
| Bradford Giaimo | Q3 Asset Management | Birmingham | Not listed | Percentage of assets, Hourly |
| Ethan Pinto | Q3 Asset Management | Birmingham | Not listed | Percentage of assets, Hourly |
| Maximilian Baker | Q3 Asset Management | Birmingham | Not listed | Percentage of assets, Hourly |
| Stacey Gomez | Planning Alternatives | Birmingham | Not listed | Percentage of assets, Hourly |
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