What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Michigan area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Select a city to refine your search:
- Ann Arbor, MI
- Battle Creek, MI
- Birmingham, MI
- Bloomfield Hills, MI
- Brighton, MI
- Canton, MI
- Chelsea, MI
- Davison, MI
- Dearborn, MI
- Detroit, MI
- East Lansing, MI
- Farmington, MI
- Farmington Hills, MI
- Grand Rapids, MI
- Grandville, MI
- Holland, MI
- Kalamazoo, MI
- Lansing, MI
Every Michigan Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Rob Costello
CFP®
Costello Financial Planning
Ann Arbor, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner serving clients across the country from offices in Bend OR, Ann Arbor MI, and Chicago IL.
Don Wylin
CFP®
Savant Wealth Management
Plymouth, MI
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Michelle Crumm
CFP®, CPA, MBA
Belle Eve Financial
Ann Arbor, MI
Specialties: Financial Psychology/Coaching, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We transform financial planning into delightful conversations that empower your decisions and let you live your best life. Located in Ann Arbor, MI, serving women locally and across the country.
Anthony Watson
CFA®, CFP®, RICP®
Thrive Retirement Specialists
Dearborn, MI
Specialties: Comprehensive Retirement Planning, Retirement Income Planning, Portfolio Construction and Investment Management, Big Five Retirement Risk Management, Tax-Optimized Dynamic Withdrawal Strategies
Experienced fee-only retirement planning and investment management specialist with virtual headquarters in Dearborn, MI, serving those nearing or in retirement locally and across the country
Michael Chechel
EP Wealth Advisors
Brighton, MI
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Todd Perry
CFP®, CIMA®, CPWA®, RMA®
EP Wealth Advisors
Brighton, MI
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Michael Lay
CFP®
EP Wealth Advisors
Brighton, MI
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Jordan Rummel
CFP®
LVM Capital Management, LTD.
Portage, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Portage, MI, serving clients locally and across the country
Laura Corbiani
CFP®
Astraea Wealth Management
Grand Rapids, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Financial Psychology/Coaching, Divorce Planning
Fee-Only financial planner located in Fort Washington, PA, serving clients locally and across the country
Andrew Szewc
EP Wealth Advisors
Brighton, MI
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
David Deller
AAMS®, CFP®
Deller Wealth Management
Royal Oak, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Royal Oak, MI, serving clients locally and across the country
Fadi Issa
AAMS®
Boardwalk Wealth Management, LLC
Ann Arbor, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Ann Arbor, MI, serving clients locally and across the country
Nick Nauta
CFP® , CLU®, RLP®
Shotwell Rutter Baer
Lansing, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Divorce Planning, Investment Management, Financial Coaching
Working as a fee-only financial planner to help clients to balance living their life to the fullest now, while planning for the future
Greg Brown
CFP®
Pathway Financial Planning, LLC
Novi, MI
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, College Education Planning, Tax Planning, Estate Planning, Insurance Planning
Fee-Only financial planner located in the Detroit / Novi / Northville / Farmington, MI areas. We serve clients locally and across the country. th Burlington, VT, and Atlanta, GA, we serve clients all over the country.
Ashlee deSteiger
CFA®, CFP®, CPA
Gunder Wealth Management
Birmingham, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner based in metro Detroit serving clients locally and across the country
Lynn Chen-Zhang
CFP®, CPA, PFS™, MBA, MS
Zhang Financial
Portage, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner with offices in Portage, Battle Creek, Grand Rapids, Troy, Ann Arbor, MI and Naples, FL.
Albert Herzog III
CFP®, CHFC®, MBA
EP Wealth Advisors
Brighton, MI
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Robert Larsen Jr.
CFP®
EP Wealth Advisors
Brighton, MI
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Mike DeSmyter
AIF®
Midwest Capital Advisors
Grand Rapids, MI
Specialties: Retirement Income Planning, Investment Planning, College Education Planning, Tax Planning, Estate Planning, Education Planning, Profit Sharing Plans, Comprehensive Financial Planning
Midwest Capital Advisors provides wealth management and retirement planning services for individuals and companies. Located in Grand Rapids, MI serving clients locally and across the country.
Brian Face
CFP®, CRPC®
Face 2 Face Financial Planning
Portage, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Portage, MI, serving clients locally and across the country
Scott Davison
CFP®, CPA
Wealthcare Capital Management
Grand Rapids, MI
Specialties: Financial Planning, Goals-Based Planning, Retirement Planning, Investment Management, Wealth Management, Education Planning, Insurance Planning, Tax Planning, Estate Planning
Fee-Only CERTIFIED FINANCIAL PLANNER™ Professional who serves clients in Michigan and across the country
Joseph Crowley
CFP®
Exchange Capital Management, Inc.
Ann Arbor, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Counsel, College Education Planning, Tax Planning
Fee-Only financial planner located in Ann Arbor, MI, serving clients locally and across the country
John Barbrick
EP Wealth Advisors
Ludington, MI
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Jeff Belmonte
CFP®
SummitView Advisors
Ada, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner with offices in Grand Rapids and Kalamazoo, MI
Stephanie Trexler
CFP®, MS
Golden Goose Wealth Planning
Grand Rapids, MI
Specialties: Loss Of a Spouse, Organizing Finances After Loss , Understanding Survivor Benefits , Managing an Inheritance, Cash Flow & Budgeting , Updating Wills & Beneficiaries, Estate Settlement Assistance, Long-Term Legacy Planning, Portfolio Review & Adjustments, Risk Management & Asset Protection, Tax-Efficient Investing, Adjusting Retirement Plans, Maximizing Social Security Benefits, Long-Term Care & Insurance Planning, Financial Confidence Coaching, Charitable Giving & Philanthropy
I specialize in providing compassionate financial guidance to widowed women. My mission is to empower clients to navigate financial transitions with confidence, offering personalized strategies tailored to their unique needs.
Adam Schwallier
CFP®
Schwallier Wealth Management
Grand Rapids, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning
Works For You
Dan Haines
CFP®, CFA®
Voisard Asset Management Group
Portage, MI
Specialties: Comprehensive Financial Planning, Tax Planning, Stock Options, RSUs, Concentrated Stock, Investment Management
As a personal financial advisor practice in Grand Rapids, Voisard Asset Management Group makes complex financial decisions simple.
Dominic Garcia
MBA, CRPC™®
Rochester Wealth Strategies
Rochester, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fiduciary and fee-only financial planner located in Rochester, MI. Serving clients locally and across the country
Julee Sarto
AIF®
EP Wealth Advisors
Ludington, MI
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Jack Tunge
CFP®, CRPC®
Midwest Capital Advisors
Grand Rapids, MI
Specialties: Retirement Income Planning, Investment Planning, Tax Planning, Estate Planning, Education Planning, Profit Sharing Plans, Comprehensive Financial Planning
Fee-Only financial planner located in Grand Rapids, MI, serving clients locally and across the country
Mark Satkoski
CFP®, AIF®
Midwest Capital Advisors
Grand Rapids, MI
Specialties: Retirement Income Planning, Investment Planning, College Education Planning, Tax Planning, Estate Planning, Education Planning, Profit Sharing Plans, Comprehensive Financial Planning
Fee-Only financial planner located in Grand Rapids, MI, serving clients locally and across the country
Phillip Mitchell
CPA, CFA®, CTP®
Kroon & Mitchell Asset Management
Grand Rapids, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Grand Rapids, MI, serving clients locally and across the country
Michelle Brow
ChFC®
Full Bloom Financial
Northville, MI
Specialties: Holistic Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax-Efficient Planning , Business Planning, Biblically Responsible Investing, Risk Management
Flat Fee/Fee Only Fiduciary specializing in helping Christian women and their loved ones to create a strong financial foundation, manage risk and increase their net worth with tax efficient financial strategies.
Derek Dall'Olmo
CFP®
TreMonte Financial Consultants, LLC
Traverse City, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Traverse City, MI, serving clients locally and across the country
Wayne Titus III
CPA/PFS, AIFA®, MS
Savant Wealth Management
Plymouth, MI
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Adam Kulesza
CFP®, ChFC®, CLU®
EP Wealth Advisors
Brighton, MI
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Eric VandenBerg
CFP®, CPA
Blue Trust
Holland, MI
Specialties: Comprehensive Financial Planning, Investment Management, Cash Flow & Tax Planning, Estate & Generational Planning Issues, Charitable Giving Planning
Fee-Only financial planner located in Holland, MI, serving clients in the Midwest and across the country.
Warren McIntyre
CFP®
VisionQuest Financial Planning LLC
Troy, MI
Specialties: Portfolio Design and Investment Management, Integrated Financial Plans, Financial Consulting, Retirement Income Planning, Tax Planning
Fee-for-service investment management and financial planning provided in-person or virtually.
Laurie Stegenga
CFP®, CPA/PFS, AIF®, CEPA
Foresight Capital Management Advisors, Inc.
Saline, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Saline, MI, serving clients locally and across the country!
Charles Zhang
CFP®, ChFC®, CLU®, CFS, CMFC®, MBA, MSFS
Zhang Financial
Portage, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner with offices in Portage, Battle Creek, Grand Rapids, Troy, Ann Arbor, MI and Naples, FL.
James Plaskey Jr.
CFP®, CDFA®
EP Wealth Advisors
Brighton, MI
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Susan Busch
EP Wealth Advisors
Brighton, MI
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Daniel Weaver
EP Wealth Advisors
Jackson, MI
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Scott Grissom
PhD, CFP®
Socrates Financial Planning
Grand Rapids, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Portfolio Review, Cash Flow Analysis, Tax Planning, Estate Planning
When Can We Retire? Will We Be OK? I help you answer these questions, and others, by working together to create Your Retirement Roadmap.
Kevin Cross
CFP®
EP Wealth Advisors
Brighton, MI
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
John Bush
CFP®, EA, MBA
Elevate Financial Planning
Grand Rapids, MI
Specialties: Hourly Financial Planning, Comprehensive and a la carte Financial Planning, Tax Planning, Retirement Income Planning, College Education Planning
Providing accessible, competent, fee-only financial and tax planning, on an as-needed basis. Hourly, retainer, and project-based planning services are available, and encouraged. Serving the Greater Grands Rapids area, central Michigan, southeast Michigan, and beyond.
Erik O. Klumpp
CFP®, EA
Chessie Advisors, LLC
Rochester Hills, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning
Fee-Only financial planner located in the Rochester Hills, Shelby Township & Utica, Michigan area of Metro Detroit, serving clients locally and across the country.
Michael Palazzolo
CFP®
Fintentional LLC
Birmingham, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Planning, Tax Planning, College Planning
Fee-Only Financial Planner serving the Detroit, MI area and clients across the country
Chris Carlson
CFP®, C(k)P®, AIF®, MA
Savant Wealth Management
Plymouth, MI
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Richard Feight
CFP®, EA
IAM Financial, LLC
Grand Rapids, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
I help self-employed business owners and professionals in East Lansing and Grand Rapids, MI and across the country organize their finances so that they can retire on time.
Megan Hurches
CDFS™
EP Wealth Advisors
Northville, MI
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Lorraine Ell
ChFEBC℠
Better Money Decisions
Midland, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Portfolio Management, Cash Flow Management, Estate Planning, Tax Planning, Insurance & Annuities
Fee-Only financial planner located in Midland, MI, serving clients locally and across the country
Shawn Lawson
AAMS™
EP Wealth Advisors
Brighton, MI
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
David Shotwell
CFP®
Shotwell Rutter Baer
Lansing, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Lansing and Ann Arbor, MI, serving clients locally and across the country
Albert Herzog IV
CFP®, CRPC™, CLU®
EP Wealth Advisors
Brighton, MI
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Brittany Ringo
CFP®
Autumn Financial Advisors, LLC
Plymouth, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner located in Plymouth, MI, serving clients locally and across the country
Trent DeBruin
MBA, CFA®, CFP®
MD Wealth Management, LLC
Chelsea, MI
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning
Fee only financial advisor near Ann Arbor, Michigan serving clients locally and remotely.
Todd Kephart
CFP®, MBA
Retirement Income Solutions, Inc.
Ann Arbor, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial advisor located in Ann Arbor, MI, serving clients locally and across the country
Christine Schilling
EP Wealth Advisors
Brighton, MI
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Dace DeKruif
CFP®, CRC®
Silver Strand Financial Planning
Bloomfield Hills, MI
Specialties: Stewardship Guidance, Generosity Planning, Creating Your Personal Statement of Financial Purpose, Comprehensive Financial Planning, Budget & Cash Flow Management, College Education Planning, Investment Management, Tax Planning, Retirement Income Planning
The goal is not to help rich people get richer, but for people to become more like Jesus.
Andrew Zehnder
EP Wealth Advisors
Brighton, MI
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Charles Prudhomme
CFP®, MBA
LVM Capital Management, LTD.
Portage, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Kalamazoo, MI and and Naples, FL, serving clients nationwide
Layton Ginder
CFP®
Credent Wealth Management
Portage, MI
Specialties: Comprehensive & personalized financial planning, Retirement income planning, Investment management, Tax minimization strategies, Risk management, Charitable giving, Multigenerational estate planning, High-net-worth investing, Business planning, Managing excess cash flow, Liquidity and debt structure analysis, Strategies for corporate executives, Financial planning with complex compensation structures
Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.
Martha Williams
CFP®, CRPC®
Williams Wealth Services
Ann Arbor, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Ann Arbor, MI serving clients locally and across the country
Refine Your Search
Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
