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

Lynn Chen-Zhang

CFP®, CPA, PFS, MBA, MS

Zhang Financial

Troy, 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.

Charles Zhang

CFP®, CLU®, ChFC®, MBA

Zhang Financial

Troy, 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.

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.

Aaron Andreas

Arbor Wealth Advisors, LLC

Troy, MI

Howard Bayliss

CFP®, CRPC®

Core Financial Planning, LLC

Bloomfield Hills, 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)

    NAPFA Consumer Tools PDF

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