Fee-Only Financial Advisors in Grand Rapids, MI

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 Grand Rapids, MI 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".

Every Grand Rapids, MI Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

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.

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.

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.

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

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

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

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

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

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

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

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

Sean Rogers

CFP®

Capital Stewardship Partners

Grand Rapids, MI

Colin Overweg

CFP®

Advize Wealth Management

Ann Arbor, MI

Stephanie Trexler

CFP®

Golden Goose Wealth Planning

Grand Rapids, MI

Steven Underriter

MBA, CSLP®

Freedom Financial Planning Solutions, LLC

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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