Fee-Only Financial Planners in Ann Arbor, MI

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Ann Arbor, MI:

Laurie Stegenga

CFP®, CPA, PFS, AIF®

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

Tom Costigan

CFP®

Exchange Capital Management

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

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 planner located in Ann Arbor, MI, serving clients locally and across the country

Frank Moore

CFP®, MS

Vintage Financial Services, LLC

Ann Arbor, MI

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Tax Planning and Preparation

Fee-Only Financial Advisor serving clients in Ann Arbor and throughout the US.

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 the Ann Arbor, MI and Chicago IL areas.

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

David Shotwell

CFP®

Shotwell Rutter Baer

Ann Arbor, MI

Martha Williams

CFP®, CRPC®

Williams Wealth Services

Ann Arbor, MI

Savvas Giannakopoulos

Arbor Financial

Ann Arbor, MI

As'Ad Gourani

AAMS®, APMA®

AG Wealth Management, PLLC

Ann Arbor, MI

Robert Oliver

Oliver Financial Planning, LLC

Ann Arbor, MI

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    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)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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