Michigan Fee-Only Financial Advisors, Planners, and Investment Managers

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.

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Fee-Only Financial Planners in Michigan:

I can work with clients anywhere!

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.

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

Ethan Kok

Sage Wealth Planning

Elk Rapids, MI

Specialties: Comprehensive Financial Planning, Tax Planning, Cash Flow Planning, Retirement Income Planning, Investment Management, College Education Planning

Fee-Only financial planner located in Round Rock, TX, serving clients locally and across the country

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

Nick Nauta

CFP® , CLU®

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

Lorraine Ell

Better Money Decisions

Midland, MI

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

Fee-Only financial planner located in Midland, MI, serving clients locally 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.

Ashlee deSteiger

CFA®, CFP®, CPA

Gunder Wealth Management

Birmingham, MI

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

Fee-Only financial planner based in metro Detroit serving clients locally and across the country

Brittany Goodwillie

CFP®

Autumn Financial Advisors, LLC

Plymouth, MI

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

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

Jonathan M. Gardey

MBA, CFP®, CFA®

Gardey Financial Advisors

Saginaw, MI

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

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

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

I can work with clients anywhere!

Scott Smith

CFP®

Lifecycle Financial Planners, Inc

Bloomfield Hills, MI

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

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

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

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

As'Ad Gourani

CFP®, EA

AG Wealth Management, PLLC

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

Dace DeKruif

CFP®, CRC®

Silver Strand Financial Planning

Bloomfield Hills, MI

Specialties: Comprehensive Financial Planning, Budget & Cash Flow Management, College Education Planning, Investment Management, Tax Planning, Retirement Income Planning

Helping clients love Jesus, and love others while living healthy and abundant financial lives

Charles Zhang

CFP®, CLU®, ChFC®, MBA

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.

I can work with clients anywhere!

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

Tom Costigan

CFP®

ArborFi Advisors, LLC

Ann Arbor, MI

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

Fee-only Financial Advisor located in Ann Arbor, MI, serving clients locally and throughout the United States.

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.

Wayne Titus III

CPA/PFS, AIFA®

Savant Wealth Management

Plymouth, MI

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

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

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.

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.

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.

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!

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

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

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

Dan Haines

CFP®, CFA®

SummitView Advisors

Portage, 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

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.

David Shotwell

CFP®

Shotwell Rutter Baer

Ann Arbor, 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

Anthony Watson

CFA®, CFP®

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

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

Kate Slocum

CFP®

ArborFi Advisors, LLC

Ann Arbor, MI

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

Fee-only Financial Advisor located in Ann Arbor, MI, serving clients locally and throughout the United States.

Sam H. Fawaz

CFP®, CPA, PFS, MST

Y.D. Financial Services, Inc.

Canton, MI

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

Fee-Only financial planner located in Canton, MI and Brentwood, TN 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.

Matt Doran

CFP®, M. Ed.

Sage Wealth Planning

Elk Rapids, MI

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

Fee-Only Financial Advisor Serving Northern Michigan and Clients 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

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

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

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

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

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.

Eric VandenBerg

CFP®, CPA

Ronald 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.

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

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

Ronald Van Surksum

CFP®

AAM Fee Only Financial Planning and Investment Advisory

Grandville, MI

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

Fee-Only Financial Advisor serving the Greater Grand Rapids, MI and clients 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

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

Kenneth Duetsch II

Grand Capital Advisors

Grand Blanc, MI

Keith Southwick

StraitGate Financial

Northville, MI

Christine Isham

Northern Financial Advisors

Bloomfield Hills, MI

Colin Overweg

CFP®

Advize Wealth Management

Ann Arbor, MI

Natalie Miller

Grit and Lavender Financial Planning

Brighton, MI

Howard Bayliss

CFP®, CRPC®

Core Financial Planning, LLC

Bloomfield Hills, MI

Paul Sutherland

Financial & Investment Management Group

Traverse City, MI

Mark Goetz

A Narrow Road, LLC

Grawn, MI

Chip Basel

AWMA, CFP®, CRPC®

Stepping Stone Advisors, LLC

Superior Township, MI

Stephanie Trexler

CFP®

Golden Goose Wealth Planning

Grand Rapids, MI

Paul Schmidt

Primary Care Financial Planning LLC

Plymouth, MI

Jack McCloskey

Vintage Financial Services, LLC

Ann Arbor, MI

Sean Rogers

CFP®

Capital Stewardship Partners

Grand Rapids, MI

Erik Falconer

Falconer Group

Traverse City, MI

Sandra Giudici

Financial Insights, LLC

Ann Arbor, MI

Steven Sicklesteel

DeSERANNO Wealth Planning

Grosse Pointe Farms, MI

David Lentz

Northern Financial Advisors

Bloomfield Hills, MI

Doug Oosterhart

LifePoint Planning

Bloomfield Hills, MI

Jeremy Wilson

J Wilson Wealth Management

Davison, MI

Ryan Allen

Financial Advisory Corporation

Grand Rapids, MI

Jason Tank

Front Street Wealth Management

Traverse City, MI

Steven Underriter

Freedom Financial Planning Solutions, LLC

Grand Rapids, MI

Paul Anthes

Financial Advisory Corporation

Grand Rapids, MI

Nathan Mersereau

CFP®

Planning Alternatives, Ltd.

Bloomfield Hills, MI

Robert Rahaim

DeSERANNO Wealth Planning

Grosse Pointe Farms, MI

Robert Oliver

Oliver Financial Planning, LLC

Ann Arbor, MI

Michael Hamilton

DeSERANNO Wealth Planning

Grosse Pointe Farms, MI

Thaddeus Phelps

Advance Wealth Management Service

Grand Rapids, MI

Kelly Adams

Harbor Light Planning, LLC

Wixom, MI

Kevin Jurczyk

Next Chapter Financial Planning, LLC

Holland, MI

Julie Quick

CFP®, BFA™,CDFA®

Cultivate Financial Wellness

White Lake, MI

Melissa Scenga

Lifecycle Financial Planners

Macomb, MI

Pamela Landy

Lifecycle Financial Planners

Bloomfield Hills, MI

Ted Feight

Creative Financial Design

Lansing, MI

Bert Whitehead

Lifecycle Financial Planners

Bloomfield Hills, MI

Christopher Still

Financial Advisory Corporation

Grand Rapids, MI

Bryan Haggard

RetireMitten Financial LLC

Highland, MI

Joel Vander Meyden

Financial Advisory Corporation

Grand Rapids, MI

Jonathan Gardey

Gardey Financial Advisors Inc

Saginaw, MI

Andrew Roberts

Financial Advisory Corporation

Grand Rapids, MI

Brent Bell

Bell Financial Planning

South Lyon, MI

Benjamin Barnhart

Barnhart Wealth Management

Royal Oak, MI

Sophit Lee

Docsa Capital Management, Inc.

Portage, MI

Eric Haas

Altruist Financial Advisors LLC

Holland, MI

Kevin Russell

Financial & Investment Management Group

Traverse City, MI

Andrew Musbach

CFP®

MD Wealth Management, LLC

Chelsea, MI

Arbor Financial

Ann Arbor, MI

Lucinda Shair

Lucy Shair Financial

Grand Rapids, MI

Andrea B. Darden

AAMS®

Darden Wealth Group

Ann Arbor, MI

John Losen

CFP®

Bespoke Financial Planning, LLC

Wayne, MI

Patrick Carney

CFP®, AIF®

Foresight Capital Management Advisors, Inc.

Saline, MI

Al Gardner

DeSERANNO Wealth Planning

Grosse Pointe Farms, MI

James Rudy

Wolakota, LLC

Ypsilanti, MI

George Papadopoulos

George Papadopoulos, CPA/PFS, CFP

Novi, MI

Loran Filson

Financial Advisory Corporation

Grand Rapids, MI

Aaron Andreas

Arbor Wealth Advisors, LLC

Troy, MI

Robert Bolden

The Money QB

Royal Oak, MI

Melissa Seamon

Gardey Financial Advisors Inc

Saginaw, 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)

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