# Financial advisors for family wealth transfer in Michigan > For family wealth transfer in Michigan, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Christopher Frayne of Sigma Investment Counselors, Ryan Deters of Grand Wealth Management and Stefanie Porter of White Pine Investment Co. Page: https://find.wellspent.co/specialties/family-wealth-transfer/michigan/ 100 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 passing wealth to the next generation in Michigan? For family wealth transfer in Michigan, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Christopher Frayne of Sigma Investment Counselors, Ryan Deters of Grand Wealth Management and Stefanie Porter of White Pine Investment Co. - [Christopher Frayne](https://find.wellspent.co/advisors/christopher-frayne/), Sigma Investment Counselors, Northville. Holds the CFP. Fees on file: percentage of assets. - [Ryan Deters](https://find.wellspent.co/advisors/ryan-deters/), Grand Wealth Management, Grand Rapids. Holds the CFP. Fees on file: ongoing planning fee. - [Stefanie Porter](https://find.wellspent.co/advisors/stefanie-porter/), White Pine Investment Co, Livonia. Holds the CFP. Fees on file: percentage of assets. - [Andrew Mitchell](https://find.wellspent.co/advisors/andrew-mitchell/), Fiduciary Financial Advisors, Grand Rapids. Holds the CFP. Fees on file: percentage of assets, subscription. - [Ryan Johnson](https://find.wellspent.co/advisors/ryan-johnson/), Hundred Financial Planning, Grand Rapids. Holds the CFP. Fees on file: one-time planning fee, percentage of assets. - [Justin Rush](https://find.wellspent.co/advisors/justin-rush-651460/), Arcadia Capital, Saline. Holds the CFP. Fees on file: percentage of assets. ## How many fee-only financial advisors in Michigan work on family wealth transfer? The Wellspent public graph lists 100 fee-only advisors for family wealth transfer in Michigan, at 21 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for family wealth transfer in Michigan located? Of the 100 fee-only advisors for family wealth transfer in Michigan, 20 are in Holland, followed by 16 in Grand Rapids and 15 in Bloomfield Hills. ## How do fee-only advisors for family wealth transfer in Michigan charge? The most common fee among fee-only advisors for family wealth transfer in Michigan is a percentage of assets, used by 93% of the 100 with fees on file. Many use more than one: 55% charge fixed fees and 25% 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 family wealth transfer have? For family wealth transfer, look for the CFP. In Michigan, 32% of the 100 advisors listed hold the CFP. - CFP (32% of advisors listed): The CFP covers gifting, trusts, and the wider plan. ## How do Michigan advisors for family wealth transfer compare with the rest of the US? 25% of fee-only advisors for family wealth transfer in Michigan charge by the hour, compared with 43% of the 3,385 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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 passing wealth to the next generation in Michigan? - How do you involve the next generation, and when? - What would you gift now, and what would you hold until death? - How do you work with our attorney and accountant? - What happens to the relationship when the first generation is gone? - If I own property in another state, could its estate tax apply? ## How current is this list of fee-only advisors for family wealth transfer 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 | | [Ryan Allen](https://find.wellspent.co/advisors/ryan-allen.md) | Financial Advisory Corporation | Grand Rapids, Michigan | CFA, CFP, CKA, ChFC | Percentage of assets, Hourly, 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 | | [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 | | [Justin Rush](https://find.wellspent.co/advisors/justin-rush-651460.md) | Arcadia Capital | Saline, Michigan | CFP | Percentage of assets | | [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 | | [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 | | [Jonathan Klett](https://find.wellspent.co/advisors/jonathan-klett.md) | CapTrust Wealth Advisors | Holland, Michigan | CFP | Percentage of assets, 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 | | [Stefanie Porter](https://find.wellspent.co/advisors/stefanie-porter.md) | White Pine Investment Co | Livonia, Michigan | CFP | Percentage of assets | | [William Johnson](https://find.wellspent.co/advisors/william-johnson.md) | White Pine Investment Co | Livonia, Michigan | CFP | Percentage of assets | | [Calvin Wiersma](https://find.wellspent.co/advisors/calvin-wiersma.md) | Grand Wealth Management | Grand Rapids, Michigan | CFP | Ongoing planning fee | | [Jeffrey Williams](https://find.wellspent.co/advisors/jeffrey-williams.md) | Grand Wealth Management | Grand Rapids, Michigan | CFP, PFS | Ongoing planning fee | | [Mark Rougas](https://find.wellspent.co/advisors/mark-rougas.md) | Grand Wealth Management | Grand Rapids, Michigan | CFP | Ongoing planning fee | | [Ryan Deters](https://find.wellspent.co/advisors/ryan-deters.md) | Grand Wealth Management | Grand Rapids, Michigan | CFP | Ongoing planning fee | | [Anthony Digiovanni](https://find.wellspent.co/advisors/anthony-digiovanni.md) | White Pine Investment Co | Livonia, Michigan | CFA | Percentage of assets | | [Christopher Brittingham](https://find.wellspent.co/advisors/christopher-brittingham.md) | Diversified Portfolios | Bloomfield Hills, Michigan | CFP | Percentage of assets | | [Connor Hughes](https://find.wellspent.co/advisors/connor-hughes.md) | Diversified Portfolios | Bloomfield Hills, Michigan | CFP | 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 | | [Katharine Wagner](https://find.wellspent.co/advisors/katharine-wagner.md) | Diversified Portfolios | Bloomfield Hills, Michigan | CFP | Percentage of assets | | [Noel Villajuan](https://find.wellspent.co/advisors/noel-villajuan.md) | Diversified Portfolios | Bloomfield Hills, Michigan | CFP | 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 | | [Ryan Conner](https://find.wellspent.co/advisors/ryan-conner.md) | Diversified Portfolios | Bloomfield Hills, Michigan | CFP | Percentage of assets | | [Thomas Post](https://find.wellspent.co/advisors/thomas-post.md) | Diversified Portfolios | Bloomfield Hills, Michigan | CFP | Percentage of assets | | [Brett Kidd](https://find.wellspent.co/advisors/brett-kidd.md) | Kidd Financial Planning | Livonia, Michigan | PFS | Percentage of assets, Hourly, Fixed fees | | [Carey Tafelsky](https://find.wellspent.co/advisors/carey-tafelsky.md) | Old Mission Investment | Traverse City, Michigan | CFP | Percentage of assets, Hourly, Fixed fees | | [David McNeely](https://find.wellspent.co/advisors/david-mcneely.md) | Darden Wealth Group | Ann Arbor, Michigan | CFA | Percentage of assets, Hourly, Fixed fees | | [Lindsay Fitzpatrick](https://find.wellspent.co/advisors/lindsay-fitzpatrick.md) | Old Mission Investment | Traverse City, Michigan | CFP | Percentage of assets, Hourly, Fixed fees | | [Mark Kidd](https://find.wellspent.co/advisors/mark-kidd.md) | Kidd Financial Planning | Livonia, Michigan | PFS | Percentage of assets, Hourly, Fixed fees | | [Mark Zywiol](https://find.wellspent.co/advisors/mark-zywiol.md) | Stonebrook Private | Northville, Michigan | CFP | Percentage of assets, Fixed fees | | [Matthew Kidd](https://find.wellspent.co/advisors/matthew-kidd.md) | Kidd Financial Planning | Livonia, Michigan | PFS | Percentage of assets, Hourly, Fixed fees | | [Spencer Knickerbocker](https://find.wellspent.co/advisors/spencer-knickerbocker.md) | Stonebrook Private | Northville, Michigan | CFP | Percentage of assets, Fixed fees | | [Susan Wipperman](https://find.wellspent.co/advisors/susan-wipperman.md) | Old Mission Investment | Traverse City, Michigan | CFP | Percentage of assets, Hourly, Fixed fees | | [Ashley Ketchum](https://find.wellspent.co/advisors/ashley-ketchum.md) | CapTrust Wealth Advisors | Holland, Michigan | | Percentage of assets, Fixed fees | | [Brendon Johnson](https://find.wellspent.co/advisors/brendon-johnson.md) | CapTrust Wealth Advisors | Holland, Michigan | | Percentage of assets, Fixed fees | | [Brian Vandenbrink](https://find.wellspent.co/advisors/brian-vandenbrink.md) | CapTrust Wealth Advisors | Holland, Michigan | | Percentage of assets, Fixed fees | | [Bryan Linn](https://find.wellspent.co/advisors/bryan-linn.md) | CapTrust Wealth Advisors | Holland, Michigan | | Percentage of assets, Fixed fees | | [Daniel Boyle](https://find.wellspent.co/advisors/daniel-boyle.md) | Provident Investment Management | Novi, Michigan | CFA | Percentage of assets | | [Daniel Goldberg](https://find.wellspent.co/advisors/daniel-goldberg.md) | Diversified Portfolios | Bloomfield Hills, Michigan | CFA | Percentage of assets | | [Eric Wathen](https://find.wellspent.co/advisors/eric-wathen.md) | Provident Investment Management | Novi, Michigan | CFA | Percentage of assets | | [James Skubik](https://find.wellspent.co/advisors/james-skubik.md) | Provident Investment Management | Novi, Michigan | CFA | Percentage of assets | Showing the first 50 of 100. The full list, page by page: https://find.wellspent.co/specialties/family-wealth-transfer/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) - [Pre-retirees in Michigan](https://find.wellspent.co/audiences/pre-retirees/michigan.md) - [Retirees in Michigan](https://find.wellspent.co/audiences/retirees/michigan.md) - [Small business owners in Michigan](https://find.wellspent.co/specialties/small-business-owners/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).