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.
Select a city to refine your search:
- Ann Arbor, MI
- Battle Creek, MI
- Birmingham, MI
- Bloomfield Hills, MI
- Brighton, MI
- Canton, MI
- Chelsea, MI
- Davison, MI
- Dearborn, MI
- Detroit, MI
- East Lansing, MI
- Farmington, MI
- Farmington Hills, MI
- Grand Rapids, MI
- Grandville, MI
- Grosse Pointe Farms, MI
- Kalamazoo, MI
- Lansing, MI
- Livonia, MI
- Midland, MI
Fee-Only Financial Planners in Michigan:
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
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
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.
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
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.
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
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
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
Sam H. Fawaz
CFP®, CPA, 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
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.
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.
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!
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
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
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.
Ronald Van Surksum
CFP®
Advanced Asset Management, LLC
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
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
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
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
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
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
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
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.
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
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.
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
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
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
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.
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
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
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
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.
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
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
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.
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
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
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
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
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
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
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.
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
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
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
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.
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
Refine Your Search
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)
