Financial advisors for equity compensation in Michigan

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.

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.

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.

See every fee-only advisor fee in Michigan

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.

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?

1. How many clients do you have with my type of equity (RSUs, ISOs, NSOs, or ESPP)?
2. How will you handle the gap between the 22% federal withholding on vesting and my actual tax rate?
3. If I hold ISOs, how do you model AMT before I exercise?
4. What's your plan for reducing my company stock, and how would you time the sales?
5. How do you account for local income tax where I live and work?
6. 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.