# Fee-only financial advisors in Traverse City, Michigan > Start with a fee-only advisor in Traverse City whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Jason Tank of Front Street Wealth Management, Erik Falconer of Falconer Group and Scott Hackney of Independent Wealth Management, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/michigan/traverse-city/ 28 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 Traverse City? Start with a fee-only advisor in Traverse City whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Jason Tank of Front Street Wealth Management, Erik Falconer of Falconer Group and Scott Hackney of Independent Wealth Management, chosen for their credentials and fees on file. ## How many fee-only advisors in Traverse City are there? The Wellspent public graph lists 28 fee-only advisors in Traverse City, at 13 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Traverse City focus on? The most common focus among fee-only advisors in Traverse City is retirement planning (10), followed by family wealth transfer (9) and early-career professionals (8). Advisors can list more than one. ## How do fee-only advisors in Traverse City charge? The most common fee among fee-only advisors in Traverse City is a percentage of assets, used by 96% of the 28 with fees on file. Many use more than one: 71% charge by the hour and 68% 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 Traverse City hold the CFP? 46% of the 28 fee-only advisors in Traverse City 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 Traverse City? 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 | |---|---|---|---|---| | [Jason Tank](https://find.wellspent.co/advisors/jason-tank.md) | Front Street Wealth Management | Traverse City, Michigan | CFP, CFA, EA | One-time planning fee | | [Erickson Braund](https://find.wellspent.co/advisors/erickson-braund.md) | Black Walnut Wealth Management | Traverse City, Michigan | CFP | Percentage of assets, Fixed fees | | [Derek Dall Olmo](https://find.wellspent.co/advisors/derek-dall-olmo.md) | TreMonte Financial Consultants | Traverse City, Michigan | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly | | [Carey Tafelsky](https://find.wellspent.co/advisors/carey-tafelsky.md) | Old Mission Investment | Traverse City, Michigan | CFP | Percentage of assets, Hourly, Fixed fees | | [Jay Berger](https://find.wellspent.co/advisors/jay-berger.md) | Independent Wealth Management | Traverse City, Michigan | CFP | Percentage of assets, Hourly | | [Lindsay Fitzpatrick](https://find.wellspent.co/advisors/lindsay-fitzpatrick.md) | Old Mission Investment | Traverse City, Michigan | CFP | Percentage of assets, Hourly, Fixed fees | | [Scott Hackney](https://find.wellspent.co/advisors/scott-hackney.md) | Independent Wealth Management | Traverse City, Michigan | CFP | Percentage of assets, Hourly | | [Stephen Fisher](https://find.wellspent.co/advisors/stephen-fisher.md) | Independent Wealth Management | Traverse City, Michigan | CFP | Percentage of assets, Hourly | | [Susan Wipperman](https://find.wellspent.co/advisors/susan-wipperman.md) | Old Mission Investment | Traverse City, Michigan | CFP | Percentage of assets, Hourly, Fixed fees | | [William Stone](https://find.wellspent.co/advisors/william-stone.md) | 46 and 2 Investment Advisors, LLC. | Traverse City, Michigan | CFP | Percentage of assets, Hourly | | [Beth Price](https://find.wellspent.co/advisors/beth-price.md) | Beck Bode | Traverse City, Michigan | | Percentage of assets, Fixed fees | | [Christopher Lamb](https://find.wellspent.co/advisors/christopher-lamb.md) | Old Mission Investment | Traverse City, Michigan | | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Johnson](https://find.wellspent.co/advisors/jeffrey-johnson.md) | Old Mission Investment | Traverse City, Michigan | | Percentage of assets, Hourly, Fixed fees | | [Keith Olshove](https://find.wellspent.co/advisors/keith-olshove.md) | Old Mission Investment | Traverse City, Michigan | | Percentage of assets, Hourly, Fixed fees | | [Kurt Schuler](https://find.wellspent.co/advisors/kurt-schuler.md) | Old Mission Investment | Traverse City, Michigan | | Percentage of assets, Hourly, Fixed fees | | [Ryan Knabusch](https://find.wellspent.co/advisors/ryan-knabusch.md) | Old Mission Investment | Traverse City, Michigan | | Percentage of assets, Hourly, Fixed fees | | [Autumn Soltysiak](https://find.wellspent.co/advisors/autumn-soltysiak.md) | Hemming& Wealth Management | Traverse City, Michigan | CFP | Percentage of assets, Hourly, Fixed fees | | [Erik Falconer](https://find.wellspent.co/advisors/erik-falconer.md) | Falconer Group | Traverse City, Michigan | CFP, CFA | Percentage of assets, Hourly | | [Mark Herman](https://find.wellspent.co/advisors/mark-herman-2190754.md) | UP North Financial | Traverse City, Michigan | CFP | Percentage of assets, Fixed fees | | [Mark Folgmann](https://find.wellspent.co/advisors/mark-folgmann.md) | ARK Advisors | Traverse City, Michigan | ChFC | Percentage of assets, Fixed fees | | [Christopher Chang](https://find.wellspent.co/advisors/christopher-chang.md) | Factor Investing Group | Traverse City, Michigan | | Percentage of assets | | [Dawn Hemming](https://find.wellspent.co/advisors/dawn-hemming.md) | Hemming& Wealth Management | Traverse City, Michigan | | Percentage of assets, Hourly, Fixed fees | | [Isaac Russell](https://find.wellspent.co/advisors/isaac-russell.md) | Optimal Capital Advisors | Traverse City, Michigan | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Jena Posey](https://find.wellspent.co/advisors/jena-posey.md) | Hemming& Wealth Management | Traverse City, Michigan | | Percentage of assets, Hourly, Fixed fees | | [Joseph Batcha III](https://find.wellspent.co/advisors/joseph-batcha-iii.md) | Optimal Capital Advisors | Traverse City, Michigan | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Kendra Rasner](https://find.wellspent.co/advisors/kendra-rasner.md) | Factor Investing Group | Traverse City, Michigan | | Percentage of assets | | [Tanelle Budd](https://find.wellspent.co/advisors/tanelle-budd.md) | Hemming& Wealth Management | Traverse City, Michigan | | Percentage of assets, Hourly, Fixed fees | | [William Flynn](https://find.wellspent.co/advisors/william-flynn.md) | UP North Financial | Traverse City, Michigan | | Percentage of assets, 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).