Financial advisors for founders in Michigan

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.

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.

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.

See every fee-only advisor fee in Michigan

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.

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?

1. How many clients have you taken through an exit, and at what size?
2. How would you check whether my shares qualify for QSBS?
3. What should I do before a term sheet that I can't do after?
4. How would you invest the proceeds in the first year?
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 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.