| 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 |
| Billie Paveglio | Northern Edge Wealth Management | Marquette | Not listed | Flat fee or retainer, Percentage of assets |
| Bradley Sorenson | Diversified Portfolios | Bloomfield Hills | Not listed | Percentage of assets |
| Catharine Betzig | Diversified Portfolios | Bloomfield Hills | Not listed | Percentage of assets |
| Dane Nelson | Northern Edge Wealth Management | Marquette | Not listed | Flat fee or retainer, Percentage of assets |
| Donald Carnaghi | Premier Estate Planners | Clinton Township | Not listed | Percentage of assets, Hourly |
| Edward Ledermann | Whale Shark Financial | Ann Arbor | Not listed | Percentage of assets, Hourly |
| Jason Goosen | Rapids Financial | Kentwood | Not listed | Percentage of assets |
| John Benedict | J2 Capital Management | Troy | Not listed | Percentage of assets, Hourly |
| Richard Toth | VanderPol Investments | Caledonia | CFA | Percentage of assets |
| Tanner Carriere | Northern Edge Wealth Management | Marquette | Not listed | Flat fee or retainer, Percentage of assets |
| Thomas Mazza | Premier Estate Planners | Clinton Township | Not listed | Percentage of assets, Hourly |
| Alysia Harrick | StackStone Wealth | Marquette | Not listed | Percentage of assets, Fixed fees |
| George Racette | Calder Financial Group | Ada | Not listed | One-time planning fee |
| Kelly Eggleston | Calder Financial Group | Ada | Not listed | One-time planning fee |
| Todd Knickerbocker | Stonebrook Private | Northville | Not listed | Percentage of assets, Fixed fees |
| Clint Kraft | Kraft Capital | Ann Arbor | Not listed | Percentage of assets, Hourly |
| Clint Kraft | Kraft Capital | Ann Arbor | Not listed | Percentage of assets, Hourly |
| Esteban Hernandez | Measured Strategies | Ada | Not listed | Percentage of assets, Hourly |
| Noah Hoekstra | VanderPol Investments | Caledonia | Not listed | Percentage of assets |
| Stephen Braun | Liberty Financial Planning | Canton | Not listed | Hourly, Fixed fees |