# Financial advisors for tax planning in Michigan > For tax planning in Michigan, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include George Papadopoulos of George Papadopoulos, CPA/PFS, CFP, Michelle Crumm of Present Value, LLC DBA Belle Eve Financial, LLC and Lynn Chen-Zhang of Zhang Financial. Page: https://find.wellspent.co/specialties/tax-planning/michigan/ 175 fee-only advisors listed; data last updated November 2, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about tax planning in Michigan? For tax planning in Michigan, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include George Papadopoulos of George Papadopoulos, CPA/PFS, CFP, Michelle Crumm of Present Value, LLC DBA Belle Eve Financial, LLC and Lynn Chen-Zhang of Zhang Financial. - [George Papadopoulos](https://find.wellspent.co/advisors/george-papadopoulos/), George Papadopoulos, CPA/PFS, CFP, Novi. Holds the CPA and CFP. Fees on file: percentage of assets, hourly. - [Michelle Crumm](https://find.wellspent.co/advisors/michelle-crumm/), Present Value, LLC DBA Belle Eve Financial, LLC, Dexter. Holds the CPA and CFP. Fees on file: ongoing planning fee. - [Lynn Chen-Zhang](https://find.wellspent.co/advisors/lynn-chen-zhang/), Zhang Financial, Bloomfield Hills. Holds the CPA and CFP. 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. - [Chelsei Latsch](https://find.wellspent.co/advisors/chelsei-latsch/), Antonelli Financial Advisors, Grosse Pointe. Holds the CFP. Fees on file: percentage of assets. - [Jonathan Johnson](https://find.wellspent.co/advisors/jonathan-johnson/), Blue Chip Partners, Farmington Hills. Holds the CFP. Fees on file: percentage of assets. ## How many fee-only financial advisors in Michigan work on tax planning? The Wellspent public graph lists 175 fee-only advisors for tax planning in Michigan, at 66 firms. We counted every advisor record that lists this work, as of November 2026. ## Where are fee-only advisors for tax planning in Michigan located? Of the 175 fee-only advisors for tax planning in Michigan, 25 are in Grand Rapids, followed by 20 in Holland and 19 in Farmington Hills. ## How do fee-only advisors for tax planning in Michigan charge? The most common fee among fee-only advisors for tax planning in Michigan is a percentage of assets, used by 85% of the 175 with fees on file. Many use more than one: 39% charge fixed fees and 27% 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. ## What credentials should a financial advisor for tax planning have? For tax planning, look for the EA, CPA and CFP. In Michigan, 46% of the 175 advisors listed hold the CFP. - EA (1% of advisors listed): Enrolled agents are licensed by the IRS and focus on tax. - CPA (2% of advisors listed): CPAs bring broad tax and accounting depth. - CFP (46% of advisors listed): The CFP connects tax decisions to the rest of the plan. ## How do Michigan advisors for tax planning compare with the rest of the US? 27% of fee-only advisors for tax planning in Michigan charge by the hour, compared with 41% of the 5,860 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 should I ask a financial advisor about tax planning in Michigan? - Do you prepare my return, or coordinate with my preparer? - Will you give me a written multi-year tax projection? - What tax decisions would you want to make with me before year end? - How do you weigh tax savings against investment risk? - How do you account for local income tax where I live and work? ## How current is this list of fee-only advisors for tax planning 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 | |---|---|---|---|---| | [Scott Grissom](https://find.wellspent.co/advisors/scott-grissom.md) | Socrates Financial Planning LLC | Jenison, Michigan | CFP, PhD | One-time planning fee | | [Bryan Haggard](https://find.wellspent.co/advisors/bryan-haggard.md) | RetireMitten Financial LLC | Milford, Michigan | CFA, CFP | Percentage of assets, One-time planning fee | | [Jeremy Wilson](https://find.wellspent.co/advisors/jeremy-wilson.md) | J Wilson Wealth Management | Davison, Michigan | CFP | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Julie Quick](https://find.wellspent.co/advisors/julie-quick.md) | Cultivate Financial Wellness | Howell, Michigan | BFA, CDFA, CFP | Percentage of assets, Hourly, Ongoing planning fee | | [Lynn Chen-Zhang](https://find.wellspent.co/advisors/lynn-chen-zhang.md) | Zhang Financial | Bloomfield Hills, Michigan | CFP, CPA, MBA, MS, ChFC, CLU, MSFS, CFA, JD | Percentage of assets, Hourly, Fixed fees | | [Stephanie Trexler](https://find.wellspent.co/advisors/stephanie-trexler.md) | Golden Goose Wealth Planning | Grand Rapids, Michigan | CFP, MS, MSFP | Percentage of assets, Ongoing planning fee | | [Warren McIntyre](https://find.wellspent.co/advisors/warren-mcintyre.md) | VisionQuest Financial Planning LLC | Troy, Michigan | CFP, MBA | Fixed fees | | [Anthony Watson](https://find.wellspent.co/advisors/anthony-watson.md) | Thrive Retirement Specialists | Dearborn, Michigan | CFP, CFA, RICP, MBA | Flat fee or retainer | | [Brittany Ringo](https://find.wellspent.co/advisors/brittany-ringo.md) | Autumn Financial Advisors, LLC | Plymouth, Michigan | CFP | Percentage of assets, Hourly, Fixed fees | | [Dan Michaud](https://find.wellspent.co/advisors/dan-michaud.md) | NPF Investment Advisors | Grand Rapids, Michigan | CFP | Percentage of assets | | [Jordan Leaman](https://find.wellspent.co/advisors/jordan-leaman.md) | True Wealth Retirement Partners | Grand Rapids, Michigan | CFP | Flat fee or retainer, Ongoing planning fee, Percentage of assets | | [Michael Nemick](https://find.wellspent.co/advisors/michael-nemick.md) | Thrive Retirement Specialists | Dearborn, Michigan | CFP, CFA, MBA, RICP | Flat fee or retainer | | [Carla Adams](https://find.wellspent.co/advisors/carla-adams.md) | Ametrine Wealth | Lake Orion, Michigan | CFP, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [David Shotwell](https://find.wellspent.co/advisors/david-shotwell.md) | Shotwell Rutter Baer, Inc. | Lansing, Michigan | CFP, MSFP | Percentage of assets, Ongoing planning fee | | [Greg Brown](https://find.wellspent.co/advisors/greg-brown.md) | Pathway Financial Planning, LLC | Novi, Michigan | CFP | Percentage of assets | | [Griffin Saddler](https://find.wellspent.co/advisors/griffin-saddler.md) | Watershed Wealth | Alpena, Michigan | CFP | Percentage of assets | | [Jarryd Smith](https://find.wellspent.co/advisors/jarryd-smith.md) | Harbor Light Planning, LLC | Royal Oak, Michigan | CFP | Ongoing planning fee | | [Nick Nauta](https://find.wellspent.co/advisors/nick-nauta.md) | Shotwell Rutter Baer | Lansing, Michigan | CFP, CLU, RLP, TPCP | Percentage of assets, Ongoing planning fee | | [Richard Feight](https://find.wellspent.co/advisors/richard-feight.md) | IAM Financial, LLC | East Lansing, Michigan | CFP, EA | Percentage of assets, Fixed fees | | [Andrew Musbach](https://find.wellspent.co/advisors/andrew-musbach.md) | MD Wealth Management | Chelsea, Michigan | CFP, CFA, MBA | Ongoing planning fee | | [George Papadopoulos](https://find.wellspent.co/advisors/george-papadopoulos.md) | George Papadopoulos, CPA/PFS, CFP | Novi, Michigan | CFP, CPA/PFS | Percentage of assets, Hourly, Ongoing planning fee | | [Keith Southwick](https://find.wellspent.co/advisors/keith-southwick.md) | StraitGate Financial | Northville, Michigan | CFP, ChFC, CLU | Ongoing planning fee | | [Trent DeBruin](https://find.wellspent.co/advisors/trent-debruin.md) | MD Wealth Management | Chelsea, Michigan | CFA, CFP, MBA | Ongoing planning fee | | [Laura Corbiani](https://find.wellspent.co/advisors/laura-corbiani.md) | Astraea Wealth Management, LLC | Grand Rapids, Michigan | CFP | Percentage of assets, Flat fee or retainer | | [Michelle Crumm](https://find.wellspent.co/advisors/michelle-crumm.md) | Present Value, LLC DBA Belle Eve Financial, LLC | Dexter, Michigan | CFP, CPA, MBA | Ongoing planning fee | | [Amanda Lehnert](https://find.wellspent.co/advisors/amanda-lehnert.md) | Sigma Investment Counselors | Northville, Michigan | CFP | Percentage of assets | | [Christopher Frayne](https://find.wellspent.co/advisors/christopher-frayne.md) | Sigma Investment Counselors | Northville, Michigan | CFP, CFA | Percentage of assets | | [Jeffrey Belmonte](https://find.wellspent.co/advisors/jeffrey-belmonte.md) | SummitView Advisors | Belmont, Michigan | CFP | Percentage of assets | | [Michael Mullenax](https://find.wellspent.co/advisors/michael-mullenax.md) | Sigma Investment Counselors | Northville, Michigan | CFP | Percentage of assets | | [Steve Peterson](https://find.wellspent.co/advisors/steve-peterson.md) | Personal Financial Advice & Insights, LLC | Stevensville, Michigan | CRPC | Subscription, One-time planning fee | | [Wenma Gorman](https://find.wellspent.co/advisors/wenma-gorman.md) | Sigma Investment Counselors | Northville, Michigan | CFP, CFA | Percentage of assets | | [Daniel Seder](https://find.wellspent.co/advisors/daniel-seder.md) | Blue Chip Partners | Farmington Hills, Michigan | CFP, CFA | Percentage of assets | | [David Foret](https://find.wellspent.co/advisors/david-foret.md) | Blue Chip Partners | Farmington Hills, Michigan | CFP | Percentage of assets | | [Deborah VanDam](https://find.wellspent.co/advisors/deborah-vandam.md) | Blue Chip Partners | Farmington Hills, Michigan | CFP | Percentage of assets | | [Jonathan Johnson](https://find.wellspent.co/advisors/jonathan-johnson.md) | Blue Chip Partners | Farmington Hills, Michigan | CFP | Percentage of assets | | [Matthew Mondoux](https://find.wellspent.co/advisors/matthew-mondoux.md) | Blue Chip Partners | Farmington Hills, Michigan | CFP, CFA | Percentage of assets | | [Naoko McKelvey](https://find.wellspent.co/advisors/naoko-mckelvey.md) | Blue Chip Partners | Farmington Hills, Michigan | CFP | Percentage of assets | | [Robert Steinberg](https://find.wellspent.co/advisors/robert-steinberg.md) | Blue Chip Partners | Farmington Hills, 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 | | [Benjamin Anderson](https://find.wellspent.co/advisors/benjamin-anderson.md) | CapTrust Wealth Advisors | Holland, Michigan | CFP | Percentage of assets, Fixed fees | | [Calvin Chanski](https://find.wellspent.co/advisors/calvin-chanski.md) | CapTrust Wealth Advisors | Holland, Michigan | CFP | Percentage of assets, 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 | | [Denise Farkas](https://find.wellspent.co/advisors/denise-farkas.md) | Sigma Investment Counselors | Northville, Michigan | CFA | Percentage of assets | | [Genadi Slavov](https://find.wellspent.co/advisors/genadi-slavov.md) | Sigma Investment Counselors | Northville, Michigan | CFA | Percentage of assets | | [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 | | [Jonathan Klett](https://find.wellspent.co/advisors/jonathan-klett.md) | CapTrust Wealth Advisors | Holland, Michigan | CFP | Percentage of assets, 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 | | [Michael Brundage](https://find.wellspent.co/advisors/michael-brundage.md) | Clear Ridge Wealth Management | Kalamazoo, Michigan | CFP | Percentage of assets | | [Nathan Lowe](https://find.wellspent.co/advisors/nathan-lowe.md) | JVL Wealth Strategies | Wyoming, Michigan | CFP | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 175. The full list, page by page: https://find.wellspent.co/specialties/tax-planning/michigan/?page=2 ## Related - [Retirement planning in Michigan](https://find.wellspent.co/specialties/retirement-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) - [Small business owners in Michigan](https://find.wellspent.co/specialties/small-business-owners/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).