Fee-Only Financial Advisors in Michigan

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".

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

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

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.

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

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

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

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

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

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.

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.

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

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

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

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 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

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

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

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

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.

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.

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.

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

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

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.

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.

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!

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

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

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

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

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

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.

Andrew Musbach

CFP®

MD Wealth Management, LLC

Chelsea, MI

Stephanie Trexler

CFP®

Golden Goose Wealth Planning

Grand Rapids, MI

Sean Rogers

CFP®

Capital Stewardship Partners

Grand Rapids, MI

Robert Bolden

The Money QB

Royal Oak, MI

Ethan Heiden

Fiduciary Financial Advisors

Farmington Hills, MI

Patrick Carney

CFP®, AIF®

Foresight Capital Management Advisors, Inc.

Saline, MI

Jeremy Wilson

J Wilson Wealth Management

Davison, MI

Colin Overweg

CFP®

Advize Wealth Management

Ann Arbor, MI

Andrea B. Darden

AAMS®

Darden Wealth Group

Ann Arbor, MI

Julie Quick

CFP®, BFA™,CDFA®

Cultivate Financial Wellness

White Lake, MI

Howard Bayliss

CFP®, CRPC®

Core Financial Planning, LLC

Bloomfield Hills, MI

Steven Underriter

MBA, CSLP®

Freedom Financial Planning Solutions, LLC

Grand Rapids, MI

John Losen

CFP®

Bespoke Financial Planning, LLC

Wayne, MI

As'Ad Gourani

CFP®, EA

AG Wealth Management, PLLC

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)

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