Fee-only financial advisors in Bloomfield Hills, Michigan
Which fee-only financial advisor should I talk to in Bloomfield Hills?
Start with a fee-only advisor in Bloomfield Hills whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Lynn Chen-Zhang of Zhang Financial, Scott C. Smith of Lifecycle Financial Planners and Christine Isham of Northern Financial Advisors, 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.
- Lynn Chen-Zhang Zhang Financial Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- Scott C. Smith Lifecycle Financial Planners Holds the CFP and EA. Fees on file: ongoing planning fee.
- Christine Isham Northern Financial Advisors Holds the CFP and EA. Fees on file: fixed fees.
- Daniel Kostaroff Lsia Holds the CFP and CFA. Fees on file: percentage of assets.
- Logan Ross Cranbrook Wealth Management Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Joseph Ashmore Heron Bay Capital Management Holds the CFA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 50
- Firms
- 16
- Hold the CFP
- 48%
- Other credentials: CFA 12% · CPA 2% · EA 4%
- How they charge (of 50 with fees on file): percentage of assets 80% · fixed fees 40% · hourly 10% · 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 Bloomfield Hills by what you need
Find an advisor in Michigan by fee, assets, or credential
Questions about fee-only advisors in Bloomfield Hills
How many fee-only advisors in Bloomfield Hills are there?
The Wellspent public graph lists 50 fee-only advisors in Bloomfield Hills, at 16 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Bloomfield Hills focus on?
The most common focus among fee-only advisors in Bloomfield Hills is family wealth transfer (15), followed by tax planning (13) and retirement planning (12). Advisors can list more than one.
How do fee-only advisors in Bloomfield Hills charge?
The most common fee among fee-only advisors in Bloomfield Hills is a percentage of assets, used by 80% of the 50 with fees on file. Many use more than one: 40% charge fixed fees and 10% 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 Bloomfield Hills hold the CFP?
48% of the 50 fee-only advisors in Bloomfield Hills 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 Bloomfield Hills?
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 50 advisors in Bloomfield Hills
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Lynn Chen-Zhang | Zhang Financial | Bloomfield Hills | CFP, CPA, MBA, MS | Percentage of assets, Hourly |
| Scott C. Smith | Lifecycle Financial Planners | Bloomfield Hills | CFP, EA, JD, MBA | Ongoing planning fee |
| Nicole Wirick | Prosperity Wealth Strategies | Bloomfield Hills | CFP | Percentage of assets, Hourly |
| Christopher Brittingham | Diversified Portfolios | Bloomfield Hills | CFP | Percentage of assets |
| Connor Hughes | Diversified Portfolios | Bloomfield Hills | CFP | Percentage of assets |
| Katharine Wagner | Diversified Portfolios | Bloomfield Hills | CFP | Percentage of assets |
| Noel Villajuan | Diversified Portfolios | Bloomfield Hills | CFP | Percentage of assets |
| Ryan Conner | Diversified Portfolios | Bloomfield Hills | CFP | Percentage of assets |
| Thomas Post | Diversified Portfolios | Bloomfield Hills | CFP | Percentage of assets |
| Scott Heath | Heath Capital Management | Bloomfield Hills | CFP | Percentage of assets, Fixed fees |
| Daniel Goldberg | Diversified Portfolios | Bloomfield Hills | CFA | Percentage of assets |
| Ronald Yolles | Diversified Portfolios | Bloomfield Hills | CFA | Percentage of assets |
| Christine Isham | Northern Financial Advisors | Bloomfield Hills | BS, CFP, EA, BA | Fixed fees |
| Dace DeKruif | Silver Strand Financial Planning | Bloomfield Hills | CFP, CRC | Percentage of assets, Hourly |
| Peter Hamburger | Prosperity Wealth Strategies | Bloomfield Hills | Not listed | Percentage of assets, Hourly |
| Bradley Sorenson | Diversified Portfolios | Bloomfield Hills | Not listed | Percentage of assets |
| Catharine Betzig | Diversified Portfolios | Bloomfield Hills | Not listed | Percentage of assets |
| Howard Bayliss | Core Financial Planning | Bloomfield Hills | Not listed | One-time planning fee, Ongoing planning fee |
| Brittney Della Torre | GPM Growth Investors | Bloomfield Hills | Not listed | Percentage of assets |
| Charles Roehrer | GPM Growth Investors | Bloomfield Hills | Not listed | Percentage of assets |
| Joseph Griffin | GPM Growth Investors | Bloomfield Hills | Not listed | Percentage of assets |
| Steven Feeman | GPM Growth Investors | Bloomfield Hills | Not listed | Percentage of assets |
| Timothy Griffin | GPM Growth Investors | Bloomfield Hills | Not listed | Percentage of assets |
| Andrew McLane | Northern Financial Advisors | Bloomfield Hills | CFP | Fixed fees |
| Daniel Kostaroff | Lsia | Bloomfield Hills | CFP, CFA | Percentage of assets |
| Dominic Arnold | Northern Financial Advisors | Bloomfield Hills | CFP | Fixed fees |
| Dominik Isham | Northern Financial Advisors | Bloomfield Hills | CFP | Fixed fees |
| Logan Ross | Cranbrook Wealth Management | Bloomfield Hills | CFP | Percentage of assets, Fixed fees |
| Melissa Scenga | Lifecycle Financial Planners | Bloomfield Hills | CFP | Fixed fees |
| Mitchell Mowid | Cranbrook Wealth Management | Bloomfield Hills | CFP | Percentage of assets, Fixed fees |
| Nathan Hawrot | Sculati Wealth Management | Bloomfield Hills | CFP | Percentage of assets |
| Pamela Landy | Lifecycle Financial Planners | Bloomfield Hills | CFP | Fixed fees |
| Sabrina Isham | Northern Financial Advisors | Bloomfield Hills | CFP | Fixed fees |
| Todd Moss | Greystone Financial Group | Bloomfield Hills | CFP | Percentage of assets |
| Travis Veenhuis | Zhang Financial | Bloomfield Hills | CFP | Percentage of assets, Hourly |
| Gerald Seizert | Heron Bay Capital Management | Bloomfield Hills | CFA | Percentage of assets |
| Joseph Ashmore | Heron Bay Capital Management | Bloomfield Hills | CFA | Percentage of assets |
| Richard Balamucki | Cranbrook Wealth Management | Bloomfield Hills | ChFC | Percentage of assets, Fixed fees |
| Alan Gildenberg | Sculati Wealth Management | Bloomfield Hills | Not listed | Percentage of assets |
| Anne Breuch | Wolverine Wealth Advisory Services | Bloomfield Hills | Not listed | Percentage of assets, Fixed fees |
| Brian Stone | Greystone Financial Group | Bloomfield Hills | Not listed | Percentage of assets |
| Chetan Rastogi | Heron Bay Capital Management | Bloomfield Hills | Not listed | Percentage of assets |
| David Sculati | Sculati Wealth Management | Bloomfield Hills | Not listed | Percentage of assets |
| Douglas Wickham | Sculati Wealth Management | Bloomfield Hills | Not listed | Percentage of assets |
| Eric Moss | Greystone Financial Group | Bloomfield Hills | Not listed | Percentage of assets |
| Jennifer Kulek | Lifecycle Financial Planners | Bloomfield Hills | Not listed | Fixed fees |
| Mark Fitzgerald | Cranbrook Wealth Management | Bloomfield Hills | Not listed | Percentage of assets, Fixed fees |
| Nicholas Loberg | Greystone Financial Group | Bloomfield Hills | Not listed | Percentage of assets |
| Paul Seizert | Heron Bay Capital Management | Bloomfield Hills | Not listed | Percentage of assets |
| Roger Steed | KRS Capital Management | Bloomfield Hills | Not listed | Percentage of assets, Fixed fees |
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