Financial advisors for estate planning in Michigan
Which financial advisor should I talk to about estate planning in Michigan?
For estate planning in Michigan, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Lynn Chen-Zhang of Zhang Financial, Christopher Frayne of Sigma Investment Counselors and Ryan Deters of Grand Wealth Management.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Lynn Chen-Zhang Zhang Financial, Bloomfield Hills Holds the CFP, JD and CPA. Fees on file: percentage of assets, hourly.
- Christopher Frayne Sigma Investment Counselors, Northville Holds the CFP. Fees on file: percentage of assets.
- Ryan Deters Grand Wealth Management, Grand Rapids Holds the CFP. Fees on file: ongoing planning fee.
- Jeffrey Belmonte SummitView Advisors, Belmont Holds the CFP. Fees on file: percentage of assets.
- Robert Steinberg Blue Chip Partners, Farmington Hills Holds the CFP. Fees on file: percentage of assets.
- Jeremy Wilson J Wilson Wealth Management, Davison Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
How many fee-only financial advisors in Michigan work on estate planning?
The Wellspent public graph lists 157 fee-only advisors for estate planning in Michigan, at 56 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for estate planning in Michigan located?
Of the 157 fee-only advisors for estate planning in Michigan, 22 are in Grand Rapids, followed by 20 in Holland and 19 in Farmington Hills.
Plus 75 in other cities.
How do fee-only advisors for estate planning in Michigan charge?
The most common fee among fee-only advisors for estate planning in Michigan is a percentage of assets, used by 89% of the 157 with fees on file. Many use more than one: 45% charge fixed fees and 29% 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 estate planning have?
For estate planning, look for the CFP, JD and CPA. In Michigan, 43% of the 157 advisors listed hold the CFP.
- CFP43% in Michigan
- The CFP includes estate planning and keeps it tied to the whole plan.
- JD1% in Michigan
- A law degree helps a planner read trusts and documents closely.
- CPA1% in Michigan
- CPAs help with estate and gift tax filings.
How do Michigan advisors for estate planning compare with the rest of the US?
29% of fee-only advisors for estate planning in Michigan charge by the hour, compared with 44% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Michigan. Light bars are all US advisors for estate planning.
Does Michigan have an estate or inheritance tax?
No. Michigan has no state estate or inheritance tax, so the federal rules are the main ones to plan around.
What should I ask a financial advisor about estate planning in Michigan?
- Do you review my beneficiary designations and account titling?
- Which estate attorneys do you work with, and how do you split the work?
- How would you plan around the state rules that apply to me?
- How often will we revisit the plan?
- If I own property in another state, could its estate tax apply?
How current is this list of fee-only advisors for estate planning 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.
All 157 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Scott Grissom A former college professor who helps couples build a custom retirement roadmap covering investments, taxes, insurance, spending and estate planning. | Socrates Financial Planning LLC | Jenison | CFP, PhD | One-time planning fee |
| Bryan Haggard | RetireMitten Financial LLC | Milford | CFA, CFP | Percentage of assets, One-time planning fee |
| Jeremy Wilson | J Wilson Wealth Management | Davison | CFP | Percentage of assets, Flat fee or retainer |
| Julie Quick | Cultivate Financial Wellness | Howell | BFA, CDFA, CFP | Percentage of assets, Hourly |
| Lynn Chen-Zhang | Zhang Financial | Bloomfield Hills | CFP, CPA, MBA, MS | Percentage of assets, Hourly |
| Stephanie Trexler | Golden Goose Wealth Planning | Grand Rapids | CFP, MS, MSFP | Percentage of assets, Ongoing planning fee |
| Warren McIntyre | VisionQuest Financial Planning LLC | Troy | CFP, MBA | Fixed fees |
| Dan Michaud | NPF Investment Advisors | Grand Rapids | CFP | Percentage of assets |
| Todd Kephart | Retirement Income Solutions, Inc. | Ann Arbor | CFP, MBA | Percentage of assets, One-time planning fee |
| David Shotwell | Shotwell Rutter Baer, Inc. | Lansing | CFP, MSFP | Percentage of assets, Ongoing planning fee |
| John Losen | Bespoke Financial Planning, LLC | Wayne | CFP | Ongoing planning fee |
| Nick Nauta | Shotwell Rutter Baer | Lansing | CFP, CLU, RLP, TPCP | Percentage of assets, Ongoing planning fee |
| Andrew Musbach | MD Wealth Management | Chelsea | CFP, CFA, MBA | Ongoing planning fee |
| Keith Southwick | StraitGate Financial | Northville | CFP, ChFC, CLU | Ongoing planning fee |
| Trent DeBruin | MD Wealth Management | Chelsea | CFA, CFP, MBA | Ongoing planning fee |
| Laura Corbiani | Astraea Wealth Management, LLC | Grand Rapids | CFP | Percentage of assets, Flat fee or retainer |
| Amanda Lehnert | Sigma Investment Counselors | Northville | CFP | Percentage of assets |
| Christopher Frayne | Sigma Investment Counselors | Northville | CFP, CFA | Percentage of assets |
| Jeffrey Belmonte | SummitView Advisors | Belmont | CFP | Percentage of assets |
| Michael Mullenax | Sigma Investment Counselors | Northville | CFP | Percentage of assets |
| Wenma Gorman | Sigma Investment Counselors | Northville | CFP, CFA | Percentage of assets |
| Daniel Seder | Blue Chip Partners | Farmington Hills | CFP, CFA | Percentage of assets |
| David Foret | Blue Chip Partners | Farmington Hills | CFP | Percentage of assets |
| Deborah VanDam | Blue Chip Partners | Farmington Hills | CFP | Percentage of assets |
| Jonathan Johnson | Blue Chip Partners | Farmington Hills | CFP | Percentage of assets |
| Matthew Mondoux | Blue Chip Partners | Farmington Hills | CFP, CFA | Percentage of assets |
| Naoko McKelvey | Blue Chip Partners | Farmington Hills | CFP | Percentage of assets |
| Robert Steinberg | Blue Chip Partners | Farmington Hills | CFP | Percentage of assets |
| Adam Suwyn | JVL Wealth Strategies | Wyoming | CFP | Percentage of assets, Hourly |
| Benjamin Anderson | CapTrust Wealth Advisors | Holland | CFP | Percentage of assets, Fixed fees |
| Calvin Chanski | CapTrust Wealth Advisors | Holland | CFP | Percentage of assets, Fixed fees |
| Chad Soukup | JVL Wealth Strategies | Wyoming | CFP, CFA | Percentage of assets, Hourly |
| Denise Farkas | Sigma Investment Counselors | Northville | CFA | Percentage of assets |
| Genadi Slavov | Sigma Investment Counselors | Northville | CFA | Percentage of assets |
| Gerald Vanderlugt | JVL Wealth Strategies | Wyoming | CFP | Percentage of assets, Hourly |
| Haley DeHaan | JVL Wealth Strategies | Wyoming | CFP | Percentage of assets, Hourly |
| Jonathan Klett | CapTrust Wealth Advisors | Holland | CFP | Percentage of assets, Fixed fees |
| Matthew Kunnen | JVL Wealth Strategies | Wyoming | CFP, CFA | Percentage of assets, Hourly |
| Michael Brundage | Clear Ridge Wealth Management | Kalamazoo | CFP | Percentage of assets |
| Nathan Lowe | JVL Wealth Strategies | Wyoming | CFP | Percentage of assets, Hourly |
| Robert Bilkie | Sigma Investment Counselors | Northville | CFA | Percentage of assets |
| Ronald Price | CapTrust Wealth Advisors | Holland | CFP | Percentage of assets, Fixed fees |
| Scott Demaagd | CapTrust Wealth Advisors | Holland | CFP | Percentage of assets, Fixed fees |
| Shane Holcomb | JVL Wealth Strategies | Wyoming | CFP | Percentage of assets, Hourly |
| Stefanie Porter | White Pine Investment Co | Livonia | CFP | Percentage of assets |
| William Johnson | White Pine Investment Co | Livonia | CFP | Percentage of assets |
| Arian Nelson | Hill Island Financial | Grand Rapids | CFP | Percentage of assets, Fixed fees |
| Blake Appell | Hill Island Financial | Grand Rapids | CFP | Percentage of assets, Fixed fees |
| Calvin Wiersma | Grand Wealth Management | Grand Rapids | CFP | Ongoing planning fee |
| Daniel Dusina | Blue Chip Partners | Farmington Hills | CFA | Percentage of assets |
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