Financial advisors for family wealth transfer in Michigan

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.

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.

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.

See every fee-only advisor fee in Michigan

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.

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?

1. How do you involve the next generation, and when?
2. What would you gift now, and what would you hold until death?
3. How do you work with our attorney and accountant?
4. What happens to the relationship when the first generation is gone?
5. 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.