# Financial advisors for equity compensation in Michigan > For equity compensation in Michigan, talk to a fee-only planner who models grants as part of the whole plan, not one who only manages the portfolio. The strongest fit pairs planning with tax depth, because most costly mistakes here are tax timing mistakes. Records to start with include Lynn Chen-Zhang of Zhang Financial, Matthew Mondoux of Blue Chip Partners and Wenma Gorman of Sigma Investment Counselors. Page: https://find.wellspent.co/specialties/equity-compensation/michigan/ 66 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about equity compensation in Michigan? For equity compensation in Michigan, talk to a fee-only planner who models grants as part of the whole plan, not one who only manages the portfolio. The strongest fit pairs planning with tax depth, because most costly mistakes here are tax timing mistakes. Records to start with include Lynn Chen-Zhang of Zhang Financial, Matthew Mondoux of Blue Chip Partners and Wenma Gorman of Sigma Investment Counselors. - [Lynn Chen-Zhang](https://find.wellspent.co/advisors/lynn-chen-zhang/), Zhang Financial, Bloomfield Hills. Holds the CPA, CFP and CFA. Fees on file: percentage of assets, hourly. - [Matthew Mondoux](https://find.wellspent.co/advisors/matthew-mondoux/), Blue Chip Partners, Farmington Hills. Holds the CFP and CFA. Fees on file: percentage of assets. - [Wenma Gorman](https://find.wellspent.co/advisors/wenma-gorman/), Sigma Investment Counselors, Northville. Holds the CFP and CFA. Fees on file: percentage of assets. - [Matthew Kunnen](https://find.wellspent.co/advisors/matthew-kunnen/), JVL Wealth Strategies, Wyoming. Holds the CFP and CFA. Fees on file: percentage of assets, hourly. - [Benjamin Barnhart](https://find.wellspent.co/advisors/benjamin-barnhart/), Barnhart Wealth Management, Washington. Holds the EA and CFP. Fees on file: percentage of assets, fixed fees. - [Carla Adams](https://find.wellspent.co/advisors/carla-adams/), Ametrine Wealth, Lake Orion. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. ## How many fee-only financial advisors in Michigan work on equity compensation? The Wellspent public graph lists 66 fee-only advisors for equity compensation in Michigan, at 13 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for equity compensation in Michigan located? Of the 66 fee-only advisors for equity compensation in Michigan, 20 are in Holland, followed by 19 in Farmington Hills and 9 in Northville. ## How do fee-only advisors for equity compensation in Michigan charge? The most common fee among fee-only advisors for equity compensation in Michigan is a percentage of assets, used by 100% of the 66 with fees on file. Many use more than one: 47% charge fixed fees and 17% charge by the hour. ## 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 much does a one-time financial plan cost in Michigan? A one-time financial plan from a fee-only firm in Michigan has a median price of $975. We found this across the published prices of 13 Michigan firms. ## What credentials should a financial advisor for equity compensation have? For equity compensation, look for the EA, CPA and CFP. In Michigan, 47% of the 66 advisors listed hold the CFP. - EA (2% of advisors listed): Enrolled agents are licensed to represent taxpayers, which matters for AMT and withholding gaps. - CPA (2% of advisors listed): CPAs bring the tax modeling that exercise and sale decisions depend on. - CFP (47% of advisors listed): The CFP covers the full plan the grants have to fit into. - CFA (18% of advisors listed): The CFA helps with concentrated stock and diversification. ## How do Michigan advisors for equity compensation compare with the rest of the US? 17% of fee-only advisors for equity compensation in Michigan charge by the hour, compared with 39% of the 1,349 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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. ## What happens to stock pay if you move to or from Michigan? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Michigan can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor about equity compensation in Michigan? - How many clients do you have with my type of equity (RSUs, ISOs, NSOs, or ESPP)? - How will you handle the gap between the 22% federal withholding on vesting and my actual tax rate? - If I hold ISOs, how do you model AMT before I exercise? - What's your plan for reducing my company stock, and how would you time the sales? - How do you account for local income tax where I live and work? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for equity compensation in Michigan? 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 | |---|---|---|---|---| | [Ryan Johnson](https://find.wellspent.co/advisors/ryan-johnson.md) | Hundred Financial Planning | Grand Rapids, Michigan | CFP | One-time planning fee, Percentage of assets, Subscription, Flat fee or retainer | | [Andrew Mitchell](https://find.wellspent.co/advisors/andrew-mitchell.md) | Fiduciary Financial Advisors | Grand Rapids, Michigan | CFP | Percentage of assets, Subscription | | [Lynn Chen-Zhang](https://find.wellspent.co/advisors/lynn-chen-zhang.md) | Zhang Financial | Bloomfield Hills, Michigan | CFP, CPA, MBA, MS, ChFC, CLU, MSFS, CFA, JD | Percentage of assets, Hourly, Fixed 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 | | [Brittany Ringo](https://find.wellspent.co/advisors/brittany-ringo.md) | Autumn Financial Advisors, LLC | Plymouth, Michigan | CFP | Percentage of assets, Hourly, Fixed fees | | [Carla Adams](https://find.wellspent.co/advisors/carla-adams.md) | Ametrine Wealth | Lake Orion, Michigan | CFP, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Benjamin Barnhart](https://find.wellspent.co/advisors/benjamin-barnhart.md) | Barnhart Wealth Management | Washington, Michigan | CFP, EA | Percentage of assets, Fixed fees | | [Amanda Lehnert](https://find.wellspent.co/advisors/amanda-lehnert.md) | Sigma Investment Counselors | Northville, Michigan | CFP | Percentage of assets | | [Christopher Frayne](https://find.wellspent.co/advisors/christopher-frayne.md) | Sigma Investment Counselors | Northville, Michigan | CFP, CFA | Percentage of assets | | [Jeffrey Belmonte](https://find.wellspent.co/advisors/jeffrey-belmonte.md) | SummitView Advisors | Belmont, Michigan | CFP | Percentage of assets | | [Michael Mullenax](https://find.wellspent.co/advisors/michael-mullenax.md) | Sigma Investment Counselors | Northville, Michigan | CFP | Percentage of assets | | [Wenma Gorman](https://find.wellspent.co/advisors/wenma-gorman.md) | Sigma Investment Counselors | Northville, Michigan | CFP, CFA | Percentage of assets | | [Daniel Seder](https://find.wellspent.co/advisors/daniel-seder.md) | Blue Chip Partners | Farmington Hills, Michigan | CFP, CFA | Percentage of assets | | [David Foret](https://find.wellspent.co/advisors/david-foret.md) | Blue Chip Partners | Farmington Hills, Michigan | CFP | Percentage of assets | | [Deborah VanDam](https://find.wellspent.co/advisors/deborah-vandam.md) | Blue Chip Partners | Farmington Hills, Michigan | CFP | Percentage of assets | | [Jonathan Johnson](https://find.wellspent.co/advisors/jonathan-johnson.md) | Blue Chip Partners | Farmington Hills, Michigan | CFP | Percentage of assets | | [Matthew Mondoux](https://find.wellspent.co/advisors/matthew-mondoux.md) | Blue Chip Partners | Farmington Hills, Michigan | CFP, CFA | Percentage of assets | | [Naoko McKelvey](https://find.wellspent.co/advisors/naoko-mckelvey.md) | Blue Chip Partners | Farmington Hills, Michigan | CFP | Percentage of assets | | [Robert Steinberg](https://find.wellspent.co/advisors/robert-steinberg.md) | Blue Chip Partners | Farmington Hills, Michigan | CFP | Percentage of assets | | [Adam Suwyn](https://find.wellspent.co/advisors/adam-suwyn.md) | JVL Wealth Strategies | Wyoming, Michigan | CFP | Percentage of assets, Hourly, Fixed fees | | [Benjamin Anderson](https://find.wellspent.co/advisors/benjamin-anderson.md) | CapTrust Wealth Advisors | Holland, Michigan | CFP | Percentage of assets, Fixed fees | | [Calvin Chanski](https://find.wellspent.co/advisors/calvin-chanski.md) | CapTrust Wealth Advisors | Holland, Michigan | CFP | Percentage of assets, Fixed fees | | [Chad Soukup](https://find.wellspent.co/advisors/chad-soukup.md) | JVL Wealth Strategies | Wyoming, Michigan | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Denise Farkas](https://find.wellspent.co/advisors/denise-farkas.md) | Sigma Investment Counselors | Northville, Michigan | CFA | Percentage of assets | | [Genadi Slavov](https://find.wellspent.co/advisors/genadi-slavov.md) | Sigma Investment Counselors | Northville, Michigan | CFA | Percentage of assets | | [Gerald Vanderlugt](https://find.wellspent.co/advisors/gerald-vanderlugt.md) | JVL Wealth Strategies | Wyoming, Michigan | CFP | Percentage of assets, Hourly, Fixed fees | | [Haley DeHaan](https://find.wellspent.co/advisors/haley-dehaan.md) | JVL Wealth Strategies | Wyoming, Michigan | CFP | Percentage of assets, Hourly, Fixed fees | | [Jonathan Klett](https://find.wellspent.co/advisors/jonathan-klett.md) | CapTrust Wealth Advisors | Holland, Michigan | CFP | Percentage of assets, Fixed fees | | [Matthew Kunnen](https://find.wellspent.co/advisors/matthew-kunnen.md) | JVL Wealth Strategies | Wyoming, Michigan | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Nathan Lowe](https://find.wellspent.co/advisors/nathan-lowe.md) | JVL Wealth Strategies | Wyoming, Michigan | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Bilkie](https://find.wellspent.co/advisors/robert-bilkie.md) | Sigma Investment Counselors | Northville, Michigan | CFA | Percentage of assets | | [Ronald Price](https://find.wellspent.co/advisors/ronald-price.md) | CapTrust Wealth Advisors | Holland, Michigan | CFP | Percentage of assets, Fixed fees | | [Scott Demaagd](https://find.wellspent.co/advisors/scott-demaagd.md) | CapTrust Wealth Advisors | Holland, Michigan | CFP | Percentage of assets, Fixed fees | | [Shane Holcomb](https://find.wellspent.co/advisors/shane-holcomb.md) | JVL Wealth Strategies | Wyoming, Michigan | CFP | Percentage of assets, Hourly, Fixed fees | | [Daniel Dusina](https://find.wellspent.co/advisors/daniel-dusina.md) | Blue Chip Partners | Farmington Hills, Michigan | CFA | Percentage of assets | | [Erin Goss](https://find.wellspent.co/advisors/erin-goss.md) | Blue Chip Partners | Farmington Hills, Michigan | CFA | Percentage of assets | | [Eric Larson](https://find.wellspent.co/advisors/eric-larson.md) | Sigma Investment Counselors | Northville, Michigan | | Percentage of assets | | [Frederick Moosherr](https://find.wellspent.co/advisors/frederick-moosherr.md) | Canopy Wealth Management | Birmingham, Michigan | | Percentage of assets | | [Paul Warholak Jr](https://find.wellspent.co/advisors/paul-warholak-jr.md) | Sigma Investment Counselors | Northville, Michigan | | Percentage of assets | | [Reyn Eichenlaub](https://find.wellspent.co/advisors/reyn-eichenlaub.md) | Canopy Wealth Management | Birmingham, Michigan | | Percentage of assets | | [Adam Larkin](https://find.wellspent.co/advisors/adam-larkin.md) | Blue Chip Partners | Farmington Hills, Michigan | | Percentage of assets | | [Andrea Cloutier](https://find.wellspent.co/advisors/andrea-cloutier.md) | Blue Chip Partners | Farmington Hills, Michigan | | Percentage of assets | | [Cody Vanderhagen](https://find.wellspent.co/advisors/cody-vanderhagen.md) | Blue Chip Partners | Farmington Hills, Michigan | | Percentage of assets | | [Dylan Stockwell](https://find.wellspent.co/advisors/dylan-stockwell.md) | Blue Chip Partners | Farmington Hills, Michigan | | Percentage of assets | | [Gina DiGirolamo](https://find.wellspent.co/advisors/gina-digirolamo.md) | Blue Chip Partners | Farmington Hills, Michigan | | Percentage of assets | | [Hayden Kibbey](https://find.wellspent.co/advisors/hayden-kibbey.md) | Blue Chip Partners | Farmington Hills, Michigan | | Percentage of assets | | [Julia Shaw](https://find.wellspent.co/advisors/julia-shaw.md) | Blue Chip Partners | Farmington Hills, Michigan | | Percentage of assets | | [Keely McLeod](https://find.wellspent.co/advisors/keely-mcleod.md) | Blue Chip Partners | Farmington Hills, Michigan | | Percentage of assets | | [Mitchell Kahl](https://find.wellspent.co/advisors/mitchell-kahl.md) | Blue Chip Partners | Farmington Hills, Michigan | | Percentage of assets | | [Vincent Parrack](https://find.wellspent.co/advisors/vincent-parrack.md) | Blue Chip Partners | Farmington Hills, Michigan | | Percentage of assets | Showing the first 50 of 66. The full list, page by page: https://find.wellspent.co/specialties/equity-compensation/michigan/?page=2 ## Related - [Retirement planning in Michigan](https://find.wellspent.co/specialties/retirement-planning/michigan.md) - [Tax planning in Michigan](https://find.wellspent.co/specialties/tax-planning/michigan.md) - [Estate planning in Michigan](https://find.wellspent.co/specialties/estate-planning/michigan.md) - [Family wealth transfer in Michigan](https://find.wellspent.co/specialties/family-wealth-transfer/michigan.md) - [Pre-retirees in Michigan](https://find.wellspent.co/audiences/pre-retirees/michigan.md) - [Retirees in Michigan](https://find.wellspent.co/audiences/retirees/michigan.md) ## 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).