Fee-Only Financial Planners in Portage, 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 Portage, MI:

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

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, MI and Naples, FL.

Lynn Chen-Zhang

CFP®, CPA, 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, MI and Naples, FL.

Jordan Rummel

LVM Capital Management, LTD.

Portage, MI

Sophit Lee

Docsa Capital Management, Inc.

Portage, MI

  • 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

    Get Your Checklist

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