Financial advisors for small business owners in Michigan
Which financial advisor should I talk to as a small business owner in Michigan?
For small business owners in Michigan, talk to a fee-only planner who treats the business and the household as one balance sheet. Look for someone who can speak to entity choice, owner pay, and retirement plans for the company, not only your personal accounts. Records to start with include Richard Feight of IAM Financial, LLC, Laurie Stegenga of Foresight Capital Management Advisors, Inc. and Amanda Lehnert of Sigma Investment Counselors.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Richard Feight IAM Financial, LLC, East Lansing Holds the EA and CFP. Fees on file: percentage of assets, fixed fees.
- Laurie Stegenga Foresight Capital Management Advisors, Inc., Saline Holds the CPA and CFP. Fees on file: percentage of assets, hourly.
- Amanda Lehnert Sigma Investment Counselors, Northville 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.
- Ryan Johnson Hundred Financial Planning, Grand Rapids Holds the CFP. Fees on file: one-time planning fee, percentage of assets.
- Nathan Brown Brown Financial Planning, Bay City Holds the CFP. Fees on file: percentage of assets.
How many fee-only financial advisors in Michigan work with small business owners?
The Wellspent public graph lists 68 fee-only advisors for small business owners in Michigan, at 28 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for small business owners in Michigan located?
Of the 68 fee-only advisors for small business owners in Michigan, 14 are in Grand Rapids, followed by 10 in Northville and 8 in Wyoming.
Plus 24 in other cities.
How do fee-only advisors for small business owners in Michigan charge?
The most common fee among fee-only advisors for small business owners in Michigan is a percentage of assets, used by 88% of the 68 with fees on file. Many use more than one: 50% charge by the hour and 38% 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 small business owners have?
For small business owners, look for the CPA, EA and CFP. In Michigan, 40% of the 68 advisors listed hold the CFP.
- CPA1% in Michigan
- CPAs understand entity structure and business books.
- EA1% in Michigan
- Enrolled agents help with owner pay and business tax.
- CFP40% in Michigan
- The CFP keeps the business in the wider plan.
How do Michigan advisors for small business owners compare with the rest of the US?
38% of fee-only advisors for small business owners in Michigan charge fixed fees, compared with 52% of the 2,851 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 small business owners.
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 should I ask a financial advisor as a small business owner in Michigan?
- Which retirement plan would you set up for my business, and why?
- How would you set my salary against distributions?
- How much of my net worth should stay in the business?
- How do you plan for an eventual sale or succession?
- How do you account for local income tax where I live and work?
How current is this list of fee-only advisors for small business owners 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 68 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Ryan Johnson We help successful professionals and families simplify their finances, make confident decisions, and align their money with the life they want to live. | Hundred Financial Planning | Grand Rapids | CFP | One-time planning fee, Percentage of assets |
| Andrew Mitchell I'm a wealth advisor who helps entrepreneurs and business owners make smart financial decisions; whether it's managing a windfall, funding a business venture, or building generational wealth so they can invest in themselves, their communities, and their passions. | Fiduciary Financial Advisors | Grand Rapids | CFP | Percentage of assets, Subscription |
| Jeremy Wilson | J Wilson Wealth Management | Davison | CFP | Percentage of assets, Flat fee or retainer |
| Richard Feight | IAM Financial, LLC | East Lansing | CFP, EA | Percentage of assets, Fixed fees |
| 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 |
| Laurie Stegenga | Foresight Capital Management Advisors, Inc. | Saline | AIF, CEPA, CFP, CIMA | Percentage of assets, Hourly |
| Michael Mullenax | Sigma Investment Counselors | Northville | CFP | Percentage of assets |
| Wenma Gorman | Sigma Investment Counselors | Northville | CFP, CFA | Percentage of assets |
| Justin Rush Our experienced team offers clear, strategic guidance that helps clients grow and protect their wealth with confidence. | Arcadia Capital | Saline | CFP | Percentage of assets |
| Adam Suwyn | JVL Wealth Strategies | Wyoming | CFP | Percentage of assets, Hourly |
| 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 |
| Matthew Kunnen | JVL Wealth Strategies | Wyoming | CFP, CFA | Percentage of assets, Hourly |
| Michelle Brow | Full Bloom Financial | Northville | ChFC | Flat fee or retainer, Ongoing planning fee |
| Nathan Lowe | JVL Wealth Strategies | Wyoming | CFP | Percentage of assets, Hourly |
| Robert Bilkie | Sigma Investment Counselors | Northville | CFA | Percentage of assets |
| Shane Holcomb | JVL Wealth Strategies | Wyoming | CFP | Percentage of assets, Hourly |
| Calvin Wiersma | Grand Wealth Management | Grand Rapids | CFP | Ongoing planning fee |
| Douglas Newport | Our Investment Guy | Clinton Twp | CFP | Percentage of assets |
| Jeffrey Williams | Grand Wealth Management | Grand Rapids | CFP, PFS | Ongoing planning fee |
| Mark Rougas | Grand Wealth Management | Grand Rapids | CFP | Ongoing planning fee |
| Nathan Brown | Brown Financial Planning | Bay City | CFP | Percentage of assets |
| Ryan Deters | Grand Wealth Management | Grand Rapids | CFP | Ongoing planning fee |
| Theodore Schumann | The DBS Companies | Bay City | CFP | Percentage of assets, Hourly |
| Derek Dall Olmo | TreMonte Financial Consultants | Traverse City | CFP | Percentage of assets, Flat fee or retainer |
| Eric Larson | Sigma Investment Counselors | Northville | Not listed | Percentage of assets |
| Frederick Moosherr | Canopy Wealth Management | Birmingham | Not listed | Percentage of assets |
| John Herbert | Bowline Financial | Grosse Pointe Woods | CFP | Percentage of assets, Fixed fees |
| Paul Warholak Jr | Sigma Investment Counselors | Northville | Not listed | Percentage of assets |
| Reyn Eichenlaub | Canopy Wealth Management | Birmingham | Not listed | Percentage of assets |
| Brett Kidd | Kidd Financial Planning | Livonia | PFS | Percentage of assets, Hourly |
| Christopher Villaire | Villaire Financial | Grand Rapids | Not listed | Percentage of assets, Ongoing planning fee |
| David McNeely | Darden Wealth Group | Ann Arbor | CFA | Percentage of assets, Hourly |
| Mark Kidd | Kidd Financial Planning | Livonia | PFS | Percentage of assets, Hourly |
| Mark Recker | Recker Financial | Bay City | Not listed | Percentage of assets, Hourly |
| Matthew Kidd | Kidd Financial Planning | Livonia | PFS | Percentage of assets, Hourly |
| Phillip Mitchell | Kroon & Mitchell | Grand Rapids | CFA | Percentage of assets, Hourly |
| Gabriel Newhof | JVL Wealth Strategies | Wyoming | Not listed | Percentage of assets, Hourly |
| Natalie Miller | Grit & Lavender Financial Planning | Brighton | Not listed | Percentage of assets, Ongoing planning fee |
| Andrea Darden | Darden Wealth Group | Ann Arbor | Not listed | Percentage of assets, Hourly |
| Andrea Russo | Darden Wealth Group | Ann Arbor | Not listed | Percentage of assets, Hourly |
| Anne Lee | Church Organizers Foundation | Mason | Not listed | Percentage of assets |
| Bruce Beckett | My Financial Coach | Midland | Not listed | Percentage of assets, Hourly |
| Cameron Clemens | Grand Wealth Management | Grand Rapids | Not listed | Ongoing planning fee |
| Douglas Johnson | Grand Wealth Management | Grand Rapids | Not listed | Ongoing planning fee |
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