# Financial advisors for tax planning in Grand Rapids, Michigan > For tax planning in Grand Rapids, 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 Ryan Deters of Grand Wealth Management, Stephanie Trexler of Golden Goose Wealth Planning and Laura Corbiani of Astraea Wealth Management, LLC. Page: https://find.wellspent.co/specialties/tax-planning/michigan/grand-rapids/ 25 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about tax planning in Grand Rapids? For tax planning in Grand Rapids, 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 Ryan Deters of Grand Wealth Management, Stephanie Trexler of Golden Goose Wealth Planning and Laura Corbiani of Astraea Wealth Management, LLC. - [Ryan Deters](https://find.wellspent.co/advisors/ryan-deters/), Grand Wealth Management, Grand Rapids City. Holds the CFP. Fees on file: ongoing planning fee. - [Stephanie Trexler](https://find.wellspent.co/advisors/stephanie-trexler/), Golden Goose Wealth Planning, Grand Rapids City. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Laura Corbiani](https://find.wellspent.co/advisors/laura-corbiani/), Astraea Wealth Management, LLC, Grand Rapids City. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Jordan Leaman](https://find.wellspent.co/advisors/jordan-leaman/), True Wealth Retirement Partners, Grand Rapids City. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Dan Michaud](https://find.wellspent.co/advisors/dan-michaud/), NPF Investment Advisors, Grand Rapids City. Holds the CFP. Fees on file: percentage of assets. - [Blake Appell](https://find.wellspent.co/advisors/blake-appell/), Hill Island Financial, Grand Rapids City. Holds the CFP. Fees on file: percentage of assets, fixed fees. ## How many fee-only financial advisors in Grand Rapids work on tax planning? The Wellspent public graph lists 25 fee-only advisors for tax planning in Grand Rapids, at 9 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for tax planning in Grand Rapids charge? The most common fee among fee-only advisors for tax planning in Grand Rapids is a percentage of assets, used by 68% of the 25 with fees on file. Many use more than one: 40% charge an ongoing planning fee and 32% 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 tax planning have? For tax planning, look for the CFP. In Grand Rapids, 40% of the 25 advisors listed hold the CFP. - CFP (40% of advisors listed): The CFP connects tax decisions to the rest of the plan. ## How do Grand Rapids advisors for tax planning compare with the rest of the US? 40% of fee-only advisors for tax planning in Grand Rapids charge an ongoing planning fee, compared with 16% 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 Grand Rapids? - 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 Grand Rapids? 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 | |---|---|---|---|---| | [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 | | [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 | | [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 | | [Arian Nelson](https://find.wellspent.co/advisors/arian-nelson.md) | Hill Island Financial | Grand Rapids, Michigan | CFP | Percentage of assets, Fixed fees | | [Blake Appell](https://find.wellspent.co/advisors/blake-appell.md) | Hill Island Financial | Grand Rapids, Michigan | CFP | Percentage of assets, Fixed fees | | [Calvin Wiersma](https://find.wellspent.co/advisors/calvin-wiersma.md) | Grand Wealth Management | Grand Rapids, Michigan | CFP | Ongoing planning fee | | [Jeffrey Williams](https://find.wellspent.co/advisors/jeffrey-williams.md) | Grand Wealth Management | Grand Rapids, Michigan | CFP, PFS | Ongoing planning fee | | [Mark Rougas](https://find.wellspent.co/advisors/mark-rougas.md) | Grand Wealth Management | Grand Rapids, Michigan | CFP | Ongoing planning fee | | [Ryan Deters](https://find.wellspent.co/advisors/ryan-deters.md) | Grand Wealth Management | Grand Rapids, Michigan | CFP | Ongoing planning fee | | [Christopher Villaire](https://find.wellspent.co/advisors/christopher-villaire.md) | Villaire Financial | Grand Rapids, Michigan | | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Phillip Mitchell](https://find.wellspent.co/advisors/phillip-mitchell.md) | Kroon & Mitchell | Grand Rapids, Michigan | CFA | Percentage of assets, Hourly | | [Steven Underriter](https://find.wellspent.co/advisors/steven-underriter.md) | Freedom Financial Planning Solutions | Grand Rapids, Michigan | | Flat fee or retainer | | [Amanda Bassford](https://find.wellspent.co/advisors/amanda-bassford.md) | Hill Island Financial | Grand Rapids, Michigan | | Percentage of assets, Fixed fees | | [Cameron Clemens](https://find.wellspent.co/advisors/cameron-clemens.md) | Grand Wealth Management | Grand Rapids, Michigan | | Ongoing planning fee | | [Daniel Bloemers](https://find.wellspent.co/advisors/daniel-bloemers.md) | Hill Island Financial | Grand Rapids, Michigan | | Percentage of assets, Fixed fees | | [Douglas Johnson](https://find.wellspent.co/advisors/douglas-johnson-6307738.md) | Grand Wealth Management | Grand Rapids, Michigan | | Ongoing planning fee | | [Emma Fabiano](https://find.wellspent.co/advisors/emma-fabiano.md) | Grand Wealth Management | Grand Rapids, Michigan | | Ongoing planning fee | | [Jacob VandenBosch](https://find.wellspent.co/advisors/jacob-vandenbosch.md) | Hill Island Financial | Grand Rapids, Michigan | | Percentage of assets, Fixed fees | | [Joshua Moeller](https://find.wellspent.co/advisors/joshua-moeller.md) | Hill Island Financial | Grand Rapids, Michigan | | Percentage of assets, Fixed fees | | [Kevin Toler](https://find.wellspent.co/advisors/kevin-toler.md) | Hill Island Financial | Grand Rapids, Michigan | | Percentage of assets, Fixed fees | | [Rebecka Pratt](https://find.wellspent.co/advisors/rebecka-pratt.md) | Hill Island Financial | Grand Rapids, Michigan | | Percentage of assets, Fixed fees | | [Robert Roper](https://find.wellspent.co/advisors/robert-roper.md) | Kroon & Mitchell | Grand Rapids, Michigan | | Percentage of assets, Hourly | | [Spencer Lademan](https://find.wellspent.co/advisors/spencer-lademan.md) | Kroon & Mitchell | Grand Rapids, Michigan | | Percentage of assets, Hourly | | [Zachary Smith](https://find.wellspent.co/advisors/zachary-smith.md) | Kroon & Mitchell | Grand Rapids, Michigan | | Percentage of assets, Hourly | ## 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).