Financial advisors for tax planning in Michigan
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- George Papadopoulos George Papadopoulos, CPA/PFS, CFP, Novi Holds the CPA and CFP. Fees on file: percentage of assets, hourly.
- 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 Zhang Financial, Bloomfield Hills Holds the CPA and CFP. Fees on file: percentage of assets, hourly.
- Richard Feight IAM Financial, LLC, East Lansing Holds the EA and CFP. Fees on file: percentage of assets, fixed fees.
- Chelsei Latsch Antonelli Financial Advisors, Grosse Pointe Holds the CFP. Fees on file: percentage of assets.
- 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.
Plus 85 in other cities.
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.
- EA1% in Michigan
- Enrolled agents are licensed by the IRS and focus on tax.
- CPA2% in Michigan
- CPAs bring broad tax and accounting depth.
- CFP46% in Michigan
- 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.
Dark bars are Michigan. Light bars are all US advisors for tax planning.
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.
All 175 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Scott Grissom A former college professor who helps couples build a custom retirement roadmap covering investments, taxes, insurance, spending and estate planning. | Socrates Financial Planning LLC | Jenison | CFP, PhD | One-time planning fee |
| Bryan Haggard | RetireMitten Financial LLC | Milford | CFA, CFP | Percentage of assets, One-time planning fee |
| Jeremy Wilson | J Wilson Wealth Management | Davison | CFP | Percentage of assets, Flat fee or retainer |
| Julie Quick | Cultivate Financial Wellness | Howell | BFA, CDFA, CFP | Percentage of assets, Hourly |
| Lynn Chen-Zhang | Zhang Financial | Bloomfield Hills | CFP, CPA, MBA, MS | Percentage of assets, Hourly |
| Stephanie Trexler | Golden Goose Wealth Planning | Grand Rapids | CFP, MS, MSFP | Percentage of assets, Ongoing planning fee |
| Warren McIntyre | VisionQuest Financial Planning LLC | Troy | CFP, MBA | Fixed fees |
| Anthony Watson | Thrive Retirement Specialists | Dearborn | CFP, CFA, RICP, MBA | Flat fee or retainer |
| Brittany Ringo | Autumn Financial Advisors, LLC | Plymouth | CFP | Percentage of assets, Hourly |
| Dan Michaud | NPF Investment Advisors | Grand Rapids | CFP | Percentage of assets |
| Jordan Leaman | True Wealth Retirement Partners | Grand Rapids | CFP | Flat fee or retainer, Ongoing planning fee |
| Michael Nemick | Thrive Retirement Specialists | Dearborn | CFP, CFA, MBA, RICP | Flat fee or retainer |
| Carla Adams | Ametrine Wealth | Lake Orion | CFP, MBA | Percentage of assets, Ongoing planning fee |
| David Shotwell | Shotwell Rutter Baer, Inc. | Lansing | CFP, MSFP | Percentage of assets, Ongoing planning fee |
| Greg Brown | Pathway Financial Planning, LLC | Novi | CFP | Percentage of assets |
| Griffin Saddler | Watershed Wealth | Alpena | CFP | Percentage of assets |
| Jarryd Smith | Harbor Light Planning, LLC | Royal Oak | CFP | Ongoing planning fee |
| Nick Nauta | Shotwell Rutter Baer | Lansing | CFP, CLU, RLP, TPCP | Percentage of assets, Ongoing planning fee |
| Richard Feight | IAM Financial, LLC | East Lansing | CFP, EA | Percentage of assets, Fixed fees |
| Andrew Musbach | MD Wealth Management | Chelsea | CFP, CFA, MBA | Ongoing planning fee |
| George Papadopoulos | George Papadopoulos, CPA/PFS, CFP | Novi | CFP, CPA/PFS | Percentage of assets, Hourly |
| Keith Southwick | StraitGate Financial | Northville | CFP, ChFC, CLU | Ongoing planning fee |
| Trent DeBruin | MD Wealth Management | Chelsea | CFA, CFP, MBA | Ongoing planning fee |
| Laura Corbiani | Astraea Wealth Management, LLC | Grand Rapids | CFP | Percentage of assets, Flat fee or retainer |
| Michelle Crumm | Present Value, LLC DBA Belle Eve Financial, LLC | Dexter | CFP, CPA, MBA | Ongoing planning fee |
| 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 |
| Michael Mullenax | Sigma Investment Counselors | Northville | CFP | Percentage of assets |
| Steve Peterson Flat-fee pre-retirement and retirement planning focused on tax strategy, Social Security, pensions and secure retirement income. | Personal Financial Advice & Insights, LLC | Stevensville | CRPC | Subscription, One-time planning fee |
| Wenma Gorman | Sigma Investment Counselors | Northville | CFP, CFA | Percentage of assets |
| Daniel Seder | Blue Chip Partners | Farmington Hills | CFP, CFA | Percentage of assets |
| David Foret | Blue Chip Partners | Farmington Hills | CFP | Percentage of assets |
| Deborah VanDam | Blue Chip Partners | Farmington Hills | CFP | Percentage of assets |
| Jonathan Johnson | Blue Chip Partners | Farmington Hills | CFP | Percentage of assets |
| Matthew Mondoux | Blue Chip Partners | Farmington Hills | CFP, CFA | Percentage of assets |
| Naoko McKelvey | Blue Chip Partners | Farmington Hills | CFP | Percentage of assets |
| Robert Steinberg | Blue Chip Partners | Farmington Hills | CFP | Percentage of assets |
| Adam Suwyn | JVL Wealth Strategies | Wyoming | CFP | Percentage of assets, Hourly |
| Benjamin Anderson | CapTrust Wealth Advisors | Holland | CFP | Percentage of assets, Fixed fees |
| Calvin Chanski | CapTrust Wealth Advisors | Holland | CFP | Percentage of assets, Fixed fees |
| 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 |
| Jonathan Klett | CapTrust Wealth Advisors | Holland | CFP | Percentage of assets, Fixed fees |
| Matthew Kunnen | JVL Wealth Strategies | Wyoming | CFP, CFA | Percentage of assets, Hourly |
| Michael Brundage | Clear Ridge Wealth Management | Kalamazoo | CFP | Percentage of assets |
| Nathan Lowe | JVL Wealth Strategies | Wyoming | CFP | Percentage of assets, Hourly |
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