Fee-only financial advisors in Holland, Michigan
Which fee-only financial advisor should I talk to in Holland?
Start with a fee-only advisor in Holland whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Jonathan Klett of CapTrust Wealth Advisors, Samuel Mason of S.A. Mason and Brent Bowen of Bowen Financial Planning, 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.
- Jonathan Klett CapTrust Wealth Advisors Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Samuel Mason S.A. Mason Holds the CFP. Fees on file: percentage of assets, hourly.
- Brent Bowen Bowen Financial Planning Fees on file: percentage of assets, hourly.
- William Herweyer LVZ Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 27
- Firms
- 4
- Hold the CFP
- 22%
- How they charge (of 27 with fees on file): percentage of assets 100% · fixed fees 96% · hourly 26%
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 Holland by what you need
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Questions about fee-only advisors in Holland
How many fee-only advisors in Holland are there?
The Wellspent public graph lists 27 fee-only advisors in Holland, at 4 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Holland focus on?
The most common focus among fee-only advisors in Holland is equity compensation (20), followed by retirement planning (20) and estate planning (20). Advisors can list more than one.
How do fee-only advisors in Holland charge?
All 27 fee-only advisors in Holland with fees on file charge a percentage of assets. Many use more than one: 96% charge fixed fees and 26% 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 Holland hold the CFP?
22% of the 27 fee-only advisors in Holland 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 Holland?
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 Holland
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Benjamin Anderson | CapTrust Wealth Advisors | Holland | CFP | Percentage of assets, Fixed fees |
| Calvin Chanski | CapTrust Wealth Advisors | Holland | CFP | Percentage of assets, Fixed fees |
| Jonathan Klett | CapTrust Wealth Advisors | Holland | CFP | Percentage of assets, Fixed fees |
| Ronald Price | CapTrust Wealth Advisors | Holland | CFP | Percentage of assets, Fixed fees |
| Scott Demaagd | CapTrust Wealth Advisors | Holland | CFP | Percentage of assets, Fixed fees |
| Ashley Ketchum | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Brendon Johnson | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Brian Vandenbrink | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Bryan Linn | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Jason Bruxvoort | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Jason Kooyer | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Jonas Rees | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Kristine Pattison | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Lauren Truer | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Rhonda Carter | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Ryan Tyler | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Samuel Starks | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Shanon Tate | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Shawn Pacanowski | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Troy Veldkamp | CapTrust Wealth Advisors | Holland | Not listed | Percentage of assets, Fixed fees |
| Brent Bowen | Bowen Financial Planning | Holland | Not listed | Percentage of assets, Hourly |
| Samuel Mason | S.A. Mason | Holland | CFP | Percentage of assets, Hourly |
| Braden Proctor | S.A. Mason | Holland | Not listed | Percentage of assets, Hourly |
| Joshua Bergsma | LVZ | Holland | Not listed | Percentage of assets, Hourly |
| Joshua Franken | LVZ | Holland | Not listed | Percentage of assets, Hourly |
| Luke Mason | S.A. Mason | Holland | Not listed | Percentage of assets, Hourly |
| William Herweyer | LVZ | Holland | Not listed | Percentage of assets, Hourly |
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