Fee-only financial advisors in Troy, Michigan
Which fee-only financial advisor should I talk to in Troy?
Start with a fee-only advisor in Troy whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Jennie Spurlock of William Mack & Associates, Emily Chludzinski of Baron Wealth Management and Brett Long of Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L, 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.
- Jennie Spurlock William Mack & Associates Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Emily Chludzinski Baron Wealth Management Holds the CFP. Fees on file: percentage of assets, hourly.
- Brett Long Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L Holds the CFP. Fees on file: percentage of assets, hourly.
- Kevin Delaere GK Private Wealth Partners Holds the CFP. Fees on file: percentage of assets, hourly.
- Mark Miller Miller Capital Holds the CFA. Fees on file: percentage of assets, hourly.
- Jody Medford Lineguard Investments Holds the CFP. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 40
- Firms
- 13
- Hold the CFP
- 45%
- Other credentials: CFA 8%
- How they charge (of 40 with fees on file): percentage of assets 95% · hourly 55% · fixed fees 43% · ongoing planning fee 25%
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 Troy by what you need
Find an advisor in Michigan by fee, assets, or credential
Questions about fee-only advisors in Troy
How many fee-only advisors in Troy are there?
The Wellspent public graph lists 40 fee-only advisors in Troy, at 13 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Troy focus on?
The most common focus among fee-only advisors in Troy is retirement planning (14), followed by estate planning (6) and tax planning (3). Advisors can list more than one.
How do fee-only advisors in Troy charge?
The most common fee among fee-only advisors in Troy is a percentage of assets, used by 95% of the 40 with fees on file. Many use more than one: 55% charge by the hour and 43% 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 Troy hold the CFP?
45% of the 40 fee-only advisors in Troy 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 Troy?
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 40 advisors in Troy
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Warren McIntyre | VisionQuest Financial Planning LLC | Troy | CFP, MBA | Fixed fees |
| Brendan Bugenski | William Mack & Associates | Troy | CFP | Percentage of assets, Ongoing planning fee |
| Frank Arvai | William Mack & Associates | Troy | CFP | Percentage of assets, Ongoing planning fee |
| Jennie Spurlock | William Mack & Associates | Troy | CFP | Percentage of assets, Ongoing planning fee |
| John Cunningham | William Mack & Associates | Troy | CFP | Percentage of assets, Ongoing planning fee |
| John Salomon | J2 Capital Management | Troy | CFP | Percentage of assets, Hourly |
| Patrick Cunningham | William Mack & Associates | Troy | CFP | Percentage of assets, Ongoing planning fee |
| Theodore Bugenski | William Mack & Associates | Troy | CFP | Percentage of assets, Ongoing planning fee |
| William Mack | William Mack & Associates | Troy | CFP | Percentage of assets, Ongoing planning fee |
| Kimberly Houston | Innermost Wealth Management, LLC | Troy | CFP, CRPC | Percentage of assets, Hourly |
| Carl Bradley | Wittenberg Investments | Troy | Not listed | Percentage of assets, Hourly |
| Deanna KInney | William Mack & Associates | Troy | Not listed | Percentage of assets, Ongoing planning fee |
| John Benedict | J2 Capital Management | Troy | Not listed | Percentage of assets, Hourly |
| Kenneth Wittenberg | Wittenberg Investments | Troy | Not listed | Percentage of assets, Hourly |
| Kevin Weingarden | Wittenberg Investments | Troy | Not listed | Percentage of assets, Hourly |
| Timothy Mack | William Mack & Associates | Troy | Not listed | Percentage of assets, Ongoing planning fee |
| William Caton | William Mack & Associates | Troy | Not listed | Percentage of assets, Ongoing planning fee |
| Brett Long | Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L | Troy | CFP | Percentage of assets, Hourly |
| Brett Quayle | Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L | Troy | CFP | Percentage of assets, Hourly |
| Bryan Long | Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L | Troy | CFP | Percentage of assets, Hourly |
| Emily Chludzinski | Baron Wealth Management | Troy | CFP | Percentage of assets, Hourly |
| George Calvert | Calvert Planning | Troy | CFP | Percentage of assets, Hourly |
| Jody Medford | Lineguard Investments | Troy | CFP | Percentage of assets |
| Joseph Lasslett | Baron Wealth Management | Troy | CFP | Percentage of assets, Hourly |
| Kevin Delaere | GK Private Wealth Partners | Troy | CFP, PFS | Percentage of assets, Hourly |
| Mark Miller | Miller Capital | Troy | CFA | Percentage of assets, Hourly |
| Robert Yarmak | Vertrix Wealth Management | Troy | CFA | Percentage of assets, Fixed fees |
| Troy Williams | Miller Capital | Troy | CFA | Percentage of assets, Hourly |
| Andrew Morgan | Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L | Troy | Not listed | Percentage of assets, Hourly |
| Avery Ragatzki | Baron Wealth Management | Troy | Not listed | Percentage of assets, Hourly |
| Beth Zilka | Baron Wealth Management | Troy | Not listed | Percentage of assets, Hourly |
| Brandon Taylor | Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L | Troy | Not listed | Percentage of assets, Hourly |
| Eric Babcock | Vertrix Wealth Management | Troy | Not listed | Percentage of assets, Fixed fees |
| Jordan Neumann | Vertrix Wealth Management | Troy | Not listed | Percentage of assets, Fixed fees |
| Julia Wachler | Baron Wealth Management | Troy | Not listed | Percentage of assets, Hourly |
| Kristie Guadiano | Vertrix Wealth Management | Troy | Not listed | Percentage of assets, Fixed fees |
| Norman Leon | Vertrix Wealth Management | Troy | Not listed | Percentage of assets, Fixed fees |
| Robert Quayle | Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L | Troy | Not listed | Percentage of assets, Hourly |
| Robert Taylor | Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L | Troy | Not listed | Percentage of assets, Hourly |
| Scott Salaske | Firstmetric | Troy | Not listed | Fixed fees |
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