Fee-only financial advisors in Portage, Michigan
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Tyler Soares Zhang Financial Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Brian Face Face 2 Face Financial Planning Holds the CFP. Fees on file: percentage of assets, hourly.
- Thomas Anderton 626 Financial Holds the CFP. Fees on file: percentage of assets.
- Sophit Lee Docsa Capital Management, Inc. Holds the CFP. Fees on file: percentage of assets, hourly.
- Andrew Shibley Afton Advisors Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Jonathan Haverdink Haverdink Financial Management Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 30
- Firms
- 7
- Hold the CFP
- 57%
- Other credentials: CFA 23% · ChFC 7%
- How they charge (of 30 with fees on file): percentage of assets 100% · hourly 80% · fixed fees 80% · ongoing planning fee 3%
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 Portage by what you need
Find an advisor in Michigan by fee, assets, or credential
Questions about fee-only advisors in Portage
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.
All 30 advisors in Portage
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Brian Face | Face 2 Face Financial Planning | Portage | CFP | Percentage of assets, Hourly |
| Sophit Lee | Docsa Capital Management, Inc. | Portage | CFP | Percentage of assets, Hourly |
| Thomas Anderton | 626 Financial | Portage | CFP | Percentage of assets |
| Ann Davis | 626 Financial | Portage | Not listed | Percentage of assets |
| Brant Shrimplin | 626 Financial | Portage | Not listed | Percentage of assets |
| Karen Morse | 626 Financial | Portage | Not listed | Percentage of assets |
| Ryan Howard | 626 Financial | Portage | Not listed | Percentage of assets |
| Alex Zhang | Zhang Financial | Portage | CFP, CFA | Percentage of assets, Hourly |
| Andrew Shibley | Afton Advisors | Portage | CFP | Percentage of assets, Fixed fees |
| Cameron Kleinheksel | Zhang Financial | Portage | CFP | Percentage of assets, Hourly |
| Charles Zhang | Zhang Financial | Portage | CFP, ChFC | Percentage of assets, Hourly |
| David Marshall | Zhang Financial | Portage | CFP | Percentage of assets, Hourly |
| Giselle Schlubatis | Zhang Financial | Portage | CFP | Percentage of assets, Hourly |
| Jack Ombry | Zhang Financial | Portage | CFP | Percentage of assets, Hourly |
| Jonathan Haverdink | Haverdink Financial Management | Portage | CFP | Percentage of assets, Hourly |
| Kolby Smith | Zhang Financial | Portage | CFP | Percentage of assets, Hourly |
| Kyle Mack | Zhang Financial | Portage | CFP | Percentage of assets, Hourly |
| Kyle Triemstra | Zhang Financial | Portage | CFP | Percentage of assets, Hourly |
| Levi Hendershott | Zhang Financial | Portage | CFP | Percentage of assets, Hourly |
| Preston Koslakiewicz | Zhang Financial | Portage | CFP | Percentage of assets, Hourly |
| Tyler Soares | Zhang Financial | Portage | CFP, CFA | Percentage of assets, Hourly |
| Matthew Harrison | Docsa Capital Management | Portage | CFA | Percentage of assets, Hourly |
| Robert McDougall | Zhang Financial | Portage | CFA | Percentage of assets, Hourly |
| Skylar Bus | Zhang Financial | Portage | ChFC | Percentage of assets, Hourly |
| Tianxing Zheng | Zhang Financial | Portage | CFA | Percentage of assets, Hourly |
| Timothy Schauer | Docsa Capital Management | Portage | CFA | Percentage of assets, Hourly |
| Yuanlei Zhu | Zhang Financial | Portage | CFA | Percentage of assets, Hourly |
| Amanda Hartman | Zhang Financial | Portage | Not listed | Percentage of assets, Hourly |
| Christine Lindberg | Zhang Financial | Portage | Not listed | Percentage of assets, Hourly |
| Kevin Haverdink | Haverdink Financial Management | Portage | Not listed | Percentage of assets, Hourly |
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