| Emma Fabiano | Grand Wealth Management | Grand Rapids | Not listed | Ongoing planning fee |
| Fadi Issa | Boardwalk Wealth Management | Ann Arbor | Not listed | Percentage of assets, Ongoing planning fee |
| Hylan Moises | Darden Wealth Group | Ann Arbor | Not listed | Percentage of assets, Hourly |
| Jeffrey Brink | The DBS Companies | Bay City | Not listed | Percentage of assets, Hourly |
| Mark Fetterolf | My Financial Coach | Midland | Not listed | Percentage of assets, Hourly |
| Mark Minder | Darden Wealth Group | Ann Arbor | Not listed | Percentage of assets, Hourly |
| Martin Lee | Church Organizers Foundation | Mason | Not listed | Percentage of assets |
| Regan Duperon | The DBS Companies | Bay City | Not listed | Percentage of assets, Hourly |
| Richard Arbury | My Financial Coach | Midland | Not listed | Percentage of assets, Hourly |
| Robert Roper | Kroon & Mitchell | Grand Rapids | Not listed | Percentage of assets, Hourly |
| Spencer Lademan | Kroon & Mitchell | Grand Rapids | Not listed | Percentage of assets, Hourly |
| Steven O'Mara | Brown Financial Planning | Bay City | Not listed | Percentage of assets |
| Zachary Smith | Kroon & Mitchell | Grand Rapids | Not listed | Percentage of assets, Hourly |
| Dimitri Poland | Braeburn Wealth Management | Muskegon | Not listed | Percentage of assets, Hourly |
| Jason Goosen | Rapids Financial | Kentwood | Not listed | Percentage of assets |
| Logan Metcalf | Braeburn Wealth Management | Muskegon | Not listed | Percentage of assets, Hourly |
| Matthew Sumnicht | Bowline Financial | Grosse Pointe Woods | Not listed | Percentage of assets, Fixed fees |
| Michael Poland | Braeburn Wealth Management | Muskegon | Not listed | Percentage of assets, Hourly |