Fee-Only Financial Planners in Traverse City, 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 Traverse City, MI:

Renee Egelski

Financial & Investment Management Group

Traverse City, MI

Zach Liggett

Financial & Investment Management Group

Traverse City, MI

Paul Sutherland

Financial & Investment Management Group

Traverse City, MI

Matthew Desmond

Financial & Investment Management Group

Traverse City, MI

Barbara Wilson

Financial & Investment Management Group

Traverse City, MI

Suzanne Stepan

Financial & Investment Management Group

Traverse City, MI

Erik Falconer

Falconer Group

Traverse City, MI

Kevin Russell

Financial & Investment Management Group

Traverse City, MI

Gary Hicks

Financial & Investment Management Group

Traverse City, 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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