# Financial advisors for founders in Michigan > For founders in Michigan, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Chad Soukup of JVL Wealth Strategies, Richard Feight of IAM Financial, LLC and Andrew Mitchell of Fiduciary Financial Advisors. Page: https://find.wellspent.co/specialties/founders-pre-exit/michigan/ 35 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 as a founder in Michigan? For founders in Michigan, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Chad Soukup of JVL Wealth Strategies, Richard Feight of IAM Financial, LLC and Andrew Mitchell of Fiduciary Financial Advisors. - [Chad Soukup](https://find.wellspent.co/advisors/chad-soukup/), JVL Wealth Strategies, Wyoming. Holds the CFP and CFA. Fees on file: percentage of assets, hourly. - [Richard Feight](https://find.wellspent.co/advisors/richard-feight/), IAM Financial, LLC, East Lansing. Holds the EA and CFP. Fees on file: percentage of assets, fixed fees. - [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. - [Thomas Anderton](https://find.wellspent.co/advisors/thomas-anderton/), 626 Financial, Portage. Holds the CFP. Fees on file: percentage of assets. ## How many fee-only financial advisors in Michigan work with founders? The Wellspent public graph lists 35 fee-only advisors for founders in Michigan, at 13 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for founders in Michigan located? Of the 35 fee-only advisors for founders in Michigan, 8 are in Wyoming, followed by 5 in Portage and 5 in Southfield. ## How do fee-only advisors for founders in Michigan charge? The most common fee among fee-only advisors for founders in Michigan is a percentage of assets, used by 97% of the 35 with fees on file. Many use more than one: 63% charge by the hour and 57% charge fixed fees. ## 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 founders have? For founders, look for the EA, CFP and CFA. In Michigan, 34% of the 35 advisors listed hold the CFP. - EA (3% of advisors listed): Enrolled agents bring tax depth for multi-year planning. - CFP (34% of advisors listed): The CFP covers life after the exit, not only the sale. - CFA (6% of advisors listed): The CFA helps with investing a large sum at once. ## How do Michigan advisors for founders compare with the rest of the US? 63% of fee-only advisors for founders in Michigan charge by the hour, compared with 46% of the 3,000 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 as a founder in Michigan? - How many clients have you taken through an exit, and at what size? - How would you check whether my shares qualify for QSBS? - What should I do before a term sheet that I can't do after? - How would you invest the proceeds in the first year? - 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 founders 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 | | [Richard Feight](https://find.wellspent.co/advisors/richard-feight.md) | IAM Financial, LLC | East Lansing, Michigan | CFP, EA | Percentage of assets, Fixed fees | | [Justin Rush](https://find.wellspent.co/advisors/justin-rush-651460.md) | Arcadia Capital | Saline, 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 | | [Chad Soukup](https://find.wellspent.co/advisors/chad-soukup.md) | JVL Wealth Strategies | Wyoming, Michigan | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [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 | | [Matthew Kunnen](https://find.wellspent.co/advisors/matthew-kunnen.md) | JVL Wealth Strategies | Wyoming, Michigan | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Michelle Brow](https://find.wellspent.co/advisors/michelle-brow.md) | Full Bloom Financial | Northville, Michigan | ChFC | Flat fee or retainer, Ongoing planning fee | | [Nathan Lowe](https://find.wellspent.co/advisors/nathan-lowe.md) | JVL Wealth Strategies | Wyoming, Michigan | CFP | Percentage of assets, Hourly, Fixed fees | | [Shane Holcomb](https://find.wellspent.co/advisors/shane-holcomb.md) | JVL Wealth Strategies | Wyoming, Michigan | CFP | Percentage of assets, Hourly, Fixed fees | | [Frederick Moosherr](https://find.wellspent.co/advisors/frederick-moosherr.md) | Canopy Wealth Management | Birmingham, Michigan | | Percentage of assets | | [Reyn Eichenlaub](https://find.wellspent.co/advisors/reyn-eichenlaub.md) | Canopy Wealth Management | Birmingham, Michigan | | 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 | | [Mark Kidd](https://find.wellspent.co/advisors/mark-kidd.md) | Kidd Financial Planning | Livonia, Michigan | PFS | Percentage of assets, Hourly, Fixed fees | | [Matthew Kidd](https://find.wellspent.co/advisors/matthew-kidd.md) | Kidd Financial Planning | Livonia, Michigan | PFS | Percentage of assets, Hourly, Fixed fees | | [Gabriel Newhof](https://find.wellspent.co/advisors/gabriel-newhof.md) | JVL Wealth Strategies | Wyoming, Michigan | | Percentage of assets, Hourly, Fixed fees | | [Thomas Anderton](https://find.wellspent.co/advisors/thomas-anderton.md) | 626 Financial | Portage, Michigan | CFP | Percentage of assets | | [Adam Minor](https://find.wellspent.co/advisors/adam-minor.md) | RBS Wealth Management | Alto, Michigan | | Percentage of assets, Hourly, Fixed fees | | [Carl Bradley](https://find.wellspent.co/advisors/carl-bradley.md) | Wittenberg Investments | Troy, Michigan | | Percentage of assets, Hourly | | [Dragan Filipovic](https://find.wellspent.co/advisors/dragan-filipovic.md) | Gold Coast Capital Management | Douglas, Michigan | | Percentage of assets | | [Kenneth Wittenberg](https://find.wellspent.co/advisors/kenneth-wittenberg.md) | Wittenberg Investments | Troy, Michigan | | Percentage of assets, Hourly | | [Kevin Weingarden](https://find.wellspent.co/advisors/kevin-weingarden.md) | Wittenberg Investments | Troy, Michigan | | Percentage of assets, Hourly | | [Philip Devries](https://find.wellspent.co/advisors/philip-devries.md) | RBS Wealth Management | Alto, Michigan | | Percentage of assets, Hourly, Fixed fees | | [Ryan Stephen](https://find.wellspent.co/advisors/ryan-stephen.md) | RBS Wealth Management | Alto, Michigan | | Percentage of assets, Hourly, Fixed fees | | [Ann Davis](https://find.wellspent.co/advisors/ann-davis.md) | 626 Financial | Portage, Michigan | | Percentage of assets | | [Brant Shrimplin](https://find.wellspent.co/advisors/brant-shrimplin.md) | 626 Financial | Portage, Michigan | | Percentage of assets | | [Craig Simmons](https://find.wellspent.co/advisors/craig-simmons.md) | SkyOak Wealth | Southfield, Michigan | | Percentage of assets, Hourly, Fixed fees | | [Don Gill III](https://find.wellspent.co/advisors/don-gill-iii.md) | SkyOak Wealth | Southfield, Michigan | | Percentage of assets, Hourly, Fixed fees | | [Jeremy Brandt](https://find.wellspent.co/advisors/jeremy-brandt.md) | SkyOak Wealth | Southfield, Michigan | | Percentage of assets, Hourly, Fixed fees | | [Karen Morse](https://find.wellspent.co/advisors/karen-morse.md) | 626 Financial | Portage, Michigan | | Percentage of assets | | [Kenneth Brandt](https://find.wellspent.co/advisors/kenneth-brandt.md) | SkyOak Wealth | Southfield, Michigan | | Percentage of assets, Hourly, Fixed fees | | [Roger Denha](https://find.wellspent.co/advisors/roger-denha.md) | SkyOak Wealth | Southfield, Michigan | | Percentage of assets, Hourly, Fixed fees | | [Ryan Howard](https://find.wellspent.co/advisors/ryan-howard.md) | 626 Financial | Portage, Michigan | | Percentage of assets | ## 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).