Fee-Only Financial Planners in Grand Rapids, 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 Grand Rapids, MI:

Dan Haines

CFP®, CFA®

SummitView Advisors

Grand Rapids, MI

Specialties: Comprehensive Financial Planning, Tax Planning, Stock Options, RSUs, Concentrated Stock, Investment Management

Fee-Only financial planner located in Kalamazoo, 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

Dave Hodge

CFA®, CFP®, CDFA®

NPF Investment Advisors

Grand Rapids, MI

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management

Fee-Only financial planner located in Grand Rapids, MI, serving clients in West Michigan and across the country

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.

Mark Satkoski

CFP®, AIF®

Midwest Capital Advisors

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

Lynn Chen-Zhang

CFP®, CPA, PFS, MBA, MS

Zhang Financial

Grand Rapids, 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.

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

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.

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

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

Jack Tunge

CFP®, CRPC®

Midwest Capital Advisors

Grand Rapids, MI

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

Fee-Only financial planner located in Grand Rapids, MI, serving clients locally and across the country

Charles Zhang

CFP®, CLU®, ChFC®, MBA

Zhang Financial

Grand Rapids, 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.

Laura Corbiani

CFP®

Midwest Capital Advisors

Grand Rapids, MI

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

Fee-Only financial planner located in Grand Rapids, MI, serving clients locally and across the country

Sean Rogers

CFP®

Capital Stewardship Partners

Grand Rapids, MI

Stephanie Trexler

CFP®

Golden Goose Wealth Planning

Grand Rapids, 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

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