Fee-only financial advisors in Traverse City, Michigan
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Jason Tank Front Street Wealth Management Holds the CFP, CFA and EA. Fees on file: one-time planning fee.
- Erik Falconer Falconer Group Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Scott Hackney Independent Wealth Management Holds the CFP. Fees on file: percentage of assets, hourly.
- Derek Dall Olmo TreMonte Financial Consultants Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Susan Wipperman Old Mission Investment Holds the CFP. Fees on file: percentage of assets, hourly.
- Autumn Soltysiak Hemming& Wealth Management Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 28
- Firms
- 13
- Hold the CFP
- 46%
- Other credentials: CFA 7% · EA 4% · ChFC 4%
- How they charge (of 28 with fees on file): percentage of assets 96% · hourly 71% · fixed fees 68% · one-time planning fee 7%
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 Traverse City by what you need
Find an advisor in Michigan by fee, assets, or credential
Questions about fee-only advisors in Traverse City
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.
All 28 advisors in Traverse City
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jason Tank | Front Street Wealth Management | Traverse City | CFP, CFA, EA | One-time planning fee |
| Erickson Braund | Black Walnut Wealth Management | Traverse City | CFP | Percentage of assets, Fixed fees |
| Derek Dall Olmo | TreMonte Financial Consultants | Traverse City | CFP | Percentage of assets, Flat fee or retainer |
| Carey Tafelsky | Old Mission Investment | Traverse City | CFP | Percentage of assets, Hourly |
| Jay Berger | Independent Wealth Management | Traverse City | CFP | Percentage of assets, Hourly |
| Lindsay Fitzpatrick | Old Mission Investment | Traverse City | CFP | Percentage of assets, Hourly |
| Scott Hackney | Independent Wealth Management | Traverse City | CFP | Percentage of assets, Hourly |
| Stephen Fisher | Independent Wealth Management | Traverse City | CFP | Percentage of assets, Hourly |
| Susan Wipperman | Old Mission Investment | Traverse City | CFP | Percentage of assets, Hourly |
| William Stone | 46 and 2 Investment Advisors, LLC. | Traverse City | CFP | Percentage of assets, Hourly |
| Beth Price | Beck Bode | Traverse City | Not listed | Percentage of assets, Fixed fees |
| Christopher Lamb | Old Mission Investment | Traverse City | Not listed | Percentage of assets, Hourly |
| Jeffrey Johnson | Old Mission Investment | Traverse City | Not listed | Percentage of assets, Hourly |
| Keith Olshove | Old Mission Investment | Traverse City | Not listed | Percentage of assets, Hourly |
| Kurt Schuler | Old Mission Investment | Traverse City | Not listed | Percentage of assets, Hourly |
| Ryan Knabusch | Old Mission Investment | Traverse City | Not listed | Percentage of assets, Hourly |
| Autumn Soltysiak | Hemming& Wealth Management | Traverse City | CFP | Percentage of assets, Hourly |
| Erik Falconer | Falconer Group | Traverse City | CFP, CFA | Percentage of assets, Hourly |
| Mark Herman | UP North Financial | Traverse City | CFP | Percentage of assets, Fixed fees |
| Mark Folgmann | ARK Advisors | Traverse City | ChFC | Percentage of assets, Fixed fees |
| Christopher Chang | Factor Investing Group | Traverse City | Not listed | Percentage of assets |
| Dawn Hemming | Hemming& Wealth Management | Traverse City | Not listed | Percentage of assets, Hourly |
| Isaac Russell | Optimal Capital Advisors | Traverse City | Not listed | Percentage of assets, Hourly |
| Jena Posey | Hemming& Wealth Management | Traverse City | Not listed | Percentage of assets, Hourly |
| Joseph Batcha III | Optimal Capital Advisors | Traverse City | Not listed | Percentage of assets, Hourly |
| Kendra Rasner | Factor Investing Group | Traverse City | Not listed | Percentage of assets |
| Tanelle Budd | Hemming& Wealth Management | Traverse City | Not listed | Percentage of assets, Hourly |
| William Flynn | UP North Financial | Traverse City | Not listed | Percentage of assets, Fixed fees |
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