# Fee-only financial advisors in Portage, Michigan > Start with a fee-only advisor in Portage whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Tyler Soares of Zhang Financial, Brian Face of Face 2 Face Financial Planning and Thomas Anderton of 626 Financial, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/michigan/portage/ 30 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 Portage? Start with a fee-only advisor in Portage whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Tyler Soares of Zhang Financial, Brian Face of Face 2 Face Financial Planning and Thomas Anderton of 626 Financial, chosen for their credentials and fees on file. ## How many fee-only advisors in Portage are there? The Wellspent public graph lists 30 fee-only advisors in Portage, at 7 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Portage focus on? The most common focus among fee-only advisors in Portage is founders (5), followed by executives (5) and high earners (5). Advisors can list more than one. ## How do fee-only advisors in Portage charge? All 30 fee-only advisors in Portage with fees on file charge a percentage of assets. Many use more than one: 80% charge by the hour and 80% 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 Portage hold the CFP? 57% of the 30 fee-only advisors in Portage 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 Portage? 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 | |---|---|---|---|---| | [Brian Face](https://find.wellspent.co/advisors/brian-face.md) | Face 2 Face Financial Planning | Portage, Michigan | CFP | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee | | [Sophit Lee](https://find.wellspent.co/advisors/sophit-lee.md) | Docsa Capital Management, Inc. | Portage, Michigan | CFP | Percentage of assets, Hourly, Fixed fees | | [Thomas Anderton](https://find.wellspent.co/advisors/thomas-anderton.md) | 626 Financial | Portage, Michigan | CFP | Percentage of assets | | [Ann Davis](https://find.wellspent.co/advisors/ann-davis.md) | 626 Financial | Portage, Michigan | | Percentage of assets | | [Brant Shrimplin](https://find.wellspent.co/advisors/brant-shrimplin.md) | 626 Financial | Portage, Michigan | | Percentage of assets | | [Karen Morse](https://find.wellspent.co/advisors/karen-morse.md) | 626 Financial | Portage, Michigan | | Percentage of assets | | [Ryan Howard](https://find.wellspent.co/advisors/ryan-howard.md) | 626 Financial | Portage, Michigan | | Percentage of assets | | [Alex Zhang](https://find.wellspent.co/advisors/alex-zhang.md) | Zhang Financial | Portage, Michigan | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Andrew Shibley](https://find.wellspent.co/advisors/andrew-shibley.md) | Afton Advisors | Portage, Michigan | CFP | Percentage of assets, Fixed fees | | [Cameron Kleinheksel](https://find.wellspent.co/advisors/cameron-kleinheksel.md) | Zhang Financial | Portage, Michigan | CFP | Percentage of assets, Hourly, Fixed fees | | [Charles Zhang](https://find.wellspent.co/advisors/charles-zhang.md) | Zhang Financial | Portage, Michigan | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [David Marshall](https://find.wellspent.co/advisors/david-marshall.md) | Zhang Financial | Portage, Michigan | CFP | Percentage of assets, Hourly, Fixed fees | | [Giselle Schlubatis](https://find.wellspent.co/advisors/giselle-schlubatis.md) | Zhang Financial | Portage, Michigan | CFP | Percentage of assets, Hourly, Fixed fees | | [Jack Ombry](https://find.wellspent.co/advisors/jack-ombry.md) | Zhang Financial | Portage, Michigan | CFP | Percentage of assets, Hourly, Fixed fees | | [Jonathan Haverdink](https://find.wellspent.co/advisors/jonathan-haverdink.md) | Haverdink Financial Management | Portage, Michigan | CFP | Percentage of assets, Hourly, Fixed fees | | [Kolby Smith](https://find.wellspent.co/advisors/kolby-smith.md) | Zhang Financial | Portage, Michigan | CFP | Percentage of assets, Hourly, Fixed fees | | [Kyle Mack](https://find.wellspent.co/advisors/kyle-mack.md) | Zhang Financial | Portage, Michigan | CFP | Percentage of assets, Hourly, Fixed fees | | [Kyle Triemstra](https://find.wellspent.co/advisors/kyle-triemstra.md) | Zhang Financial | Portage, Michigan | CFP | Percentage of assets, Hourly, Fixed fees | | [Levi Hendershott](https://find.wellspent.co/advisors/levi-hendershott.md) | Zhang Financial | Portage, Michigan | CFP | Percentage of assets, Hourly, Fixed fees | | [Preston Koslakiewicz](https://find.wellspent.co/advisors/preston-koslakiewicz.md) | Zhang Financial | Portage, Michigan | CFP | Percentage of assets, Hourly, Fixed fees | | [Tyler Soares](https://find.wellspent.co/advisors/tyler-soares.md) | Zhang Financial | Portage, Michigan | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Matthew Harrison](https://find.wellspent.co/advisors/matthew-harrison.md) | Docsa Capital Management | Portage, Michigan | CFA | Percentage of assets, Hourly, Fixed fees | | [Robert McDougall](https://find.wellspent.co/advisors/robert-mcdougall.md) | Zhang Financial | Portage, Michigan | CFA | Percentage of assets, Hourly, Fixed fees | | [Skylar Bus](https://find.wellspent.co/advisors/skylar-bus.md) | Zhang Financial | Portage, Michigan | ChFC | Percentage of assets, Hourly, Fixed fees | | [Tianxing Zheng](https://find.wellspent.co/advisors/tianxing-zheng.md) | Zhang Financial | Portage, Michigan | CFA | Percentage of assets, Hourly, Fixed fees | | [Timothy Schauer](https://find.wellspent.co/advisors/timothy-schauer.md) | Docsa Capital Management | Portage, Michigan | CFA | Percentage of assets, Hourly, Fixed fees | | [Yuanlei Zhu](https://find.wellspent.co/advisors/yuanlei-zhu.md) | Zhang Financial | Portage, Michigan | CFA | Percentage of assets, Hourly, Fixed fees | | [Amanda Hartman](https://find.wellspent.co/advisors/amanda-hartman.md) | Zhang Financial | Portage, Michigan | | Percentage of assets, Hourly, Fixed fees | | [Christine Lindberg](https://find.wellspent.co/advisors/christine-lindberg.md) | Zhang Financial | Portage, Michigan | | Percentage of assets, Hourly, Fixed fees | | [Kevin Haverdink](https://find.wellspent.co/advisors/kevin-haverdink.md) | Haverdink Financial Management | Portage, 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).