Financial advisors for tax planning in Grand Rapids, Michigan

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.

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.

See every fee-only advisor fee in Michigan

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.

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?

1. Do you prepare my return, or coordinate with my preparer?
2. Will you give me a written multi-year tax projection?
3. What tax decisions would you want to make with me before year end?
4. How do you weigh tax savings against investment risk?
5. 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.