Flat fee financial advisors in Michigan
Flat fee advisors quote one price for a plan or a project. So you know the total before you start.
The median published flat or project fee in Michigan is $3,250, from 129 firms that filed as flat fee financial advisors and list a price. The middle half charge $1,548-$5,875. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Flat or project fee | $3,250 | $1,548-$5,875 | 129 firms |
Flat fee financial advisors in Michigan and their published fees
129 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Fairhaven Financial Advisory CorporationEast Lansing | $100-$250/hr | $100-$10,000 | Not published |
| Wellspring InvestingAtlantic Mine | Not published | $100-$5,000 | Not published |
| Noble Street Wealth ManagementGrand Rapids | $150/hr | $150-$25,000 | $49/mo |
| Whale Shark Financial LLCAnn Arbor | $150/hr | $150-$2,700 | Not published |
| Sound Financial Planning LLCBloomfield HillsNo AUM fee | $250/hr | $200-$400 | Not published |
| Advisory Advocates LLCGrand Rapids | Not published | $250-$1,500 | Not published |
| CWS Financial Advisors LLCKalamazoo | $250/hr | $250-$7,500 | Not published |
| Deller Wealth Management LLCRoyal Oak | Not published | $250-$10,000 | $500/mo |
| Fitsha ConsultingBeverly Hills | $100-$400/hr | $250-$1,500 | Not published |
| Hardy Financial PlanningAnn ArborNo AUM fee | $150/hr | $250 | $1,000-$12,000/yr |
| Kraft CapitalAnn Arbor | $250/hr | $250-$1,000 | $250-$1,000/mo |
| Savings Coach, LLCTroy | Not published | $250 | Not published |
| Tribble Financial PlanningAnn ArborNo AUM fee | Not published | $250-$2,500 | $500/mo |
| Zhang FinancialPortage | $100-$500/hr | $250-$10,000 | Not published |
| Money EvolutionBloomfield HillsNo AUM fee | $99-$249/hr | $299-$1,899 | $99-$299/mo |
| Chessie Advisors, LLCRochester Hills | $350/hr | $300 | $295/mo |
| Gold Coast Capital Management, LLCDouglas | Not published | $300 | Not published |
| SGH Wealth ManagementLathrup Village | $225/hr | $300-$1,000 | Not published |
| Antonio Stokes AdvisorsSouthfield | $250/hr | $350 | Not published |
| Grit and Lavender Financial PlanningBrighton | Not published | $375 | $500/mo |
| Strategic Financial Group, L.L.C.Grand Haven | Not published | $495-$15,000 | Not published |
| A B L E Wealth Management Solutions LLCAnn Arbor | $400/hr | $500 | $100-$1,000/mo |
| Asset Architects, LLCNorthville | Not published | $500-$2,000 | Not published |
| Bell Financial PlanningSouth Lyon | $250/hr | $500-$5,000 | $250-$500/mo |
| Blue Water Asset ManagementGrand Rapids | $165-$275/hr | $500-$5,000 | Not published |
| Brookwood Financial ServicesOscoda | $150-$350/hr | $500-$5,000 | Not published |
| Brown Financial Planning LLCBay City | $250/hr | $500-$1,200 | Not published |
| Emde Wealth Management LLCBloomfield Hills | Not published | $500-$5,000 | Not published |
| Face 2 Face Financial Planning, LLCPortage | $200-$250/hr | $500-$5,000 | $100-$500/mo |
| Ford Financial FitnessPlymouth | $400/hr | $500 | Not published |
| Freedom Financial ConsultingByron Center | $100-$300/hr | $500-$10,000 | Not published |
| Golden Goose Wealth PlanningAda | Not published | $500-$3,000 | $325/mo |
| Hartwell & CompanySt Joseph | $300-$500/hr | $500-$7,500 | Not published |
| Henrickson Nauta Wealth Advisors, Inc.Belmont | $100-$300/hr | $500-$25,000 | Not published |
| Imber Financial Group, LLCAnn Arbor | Not published | $500-$15,000 | Not published |
| J Wilson Wealth ManagementDavison | $250-$1,000/hr | $500-$5,000 | $175-$1,000/mo |
| Kastler Financial PlanningOrtonvilleNo AUM fee | $189/hr | $500-$11,250 | Not published |
| Leonard Advisory Group LLCSaint Joseph | $200-$500/hr | $500-$10,000 | Not published |
| Old Mission Investment Company, LLCTraverse City | $150-$275/hr | $500-$10,000 | Not published |
| Olive Tree Asset ManagementNorthville | Not published | $500-$1,500 | Not published |
| Pearl PlanningDexter | $350/hr | $500-$15,000 | Not published |
| Silver Strand Financial PlanningBloomfield Hills | Not published | $500-$3,000 | $50/mo |
| Synergy Wealth Management, LLCGrand Rapids | $250/hr | $500-$10,000 | Not published |
| Trinity Financial Services, Inc.Bloomfield Hills | $200/hr | $500-$20,000 | $500-$20,000/yr |
| Verdura Wealth Management, LLCNovi | $250/hr | $500 | $1,250/qtr |
| Wealth Ease Wealth ManagementMarshall | $250/hr | $500-$15,000 | $500/yr |
| Wealthy IntentionsSterling Heights | $250/hr | $500 | $500/qtr |
| Kaydan Wealth Management, Inc.Fenton | $75-$550/hr | $575-$7,500 | $180/mo |
| Quantum Wealth Strategies, LLCShelby Township | $150-$250/hr | $595-$2,500 | Not published |
| Tremonte Financial ConsultantsTraverse City | $500/hr | $600-$20,000 | Not published |
| On Track To Retire LLCLivoniaNo AUM fee | $120/hr | $650-$1,200 | Not published |
| JFR Financial Services, Inc.Trenton | $75-$500/hr | $700 | Not published |
| Smart Money Financial Advisors, LLCSterling Heights | Not published | $750-$3,000 | Not published |
| Pathworks Financial, Inc.Novi | Not published | $795-$2,500 | Not published |
| Veterinary Financial Group LLCWilliamston | $195/hr | $795-$2,250 | Not published |
| Armor Wealth Strategies, LLCFarmington Hills | Not published | $995-$4,995 | Not published |
| Bay Pointe FinancialNew Baltimore | $100-$500/hr | $1,000-$12,000 | Not published |
| Boardwalk Wealth ManagementAnn Arbor | Not published | $1,000-$3,000 | $200-$2,500/qtr |
| GK Private Wealth Partners LLCTroy | $300/hr | $1,000-$6,000 | $100-$500/mo |
| Integrated Capital ManagementBloomfield Hills | $250/hr | $1,000-$5,000 | $500-$2,000/yr |
| Lakepoint Wealth PartnersHighland | $150-$350/hr | $1,000-$15,000 | $3,750/qtr |
| Murray Strategic Investment L.L.C.Detroit | $150/hr | $1,000-$3,000 | Not published |
| RHL Group, LLCHolly | Not published | $1,000-$10,000 | Not published |
| Richmond Brothers, Inc.Jackson | $250-$300/hr | $1,000-$2,000 | Not published |
| Simplyria Advisor NetworkBrighton | Not published | $1,000-$10,000 | Not published |
| Socrates Financial PlanningJenisonNo AUM fee | $200/hr | $1,000-$10,000 | $300-$1,000/mo |
| Wealth for You Financial, LLCGrand Blanc | $100-$500/hr | $1,000-$10,000 | $100-$1,000/mo |
| Wealthspan Investment Management, LLCGrand Rapids | $500/hr | $1,000-$10,000 | Not published |
| Financial Growth ConceptsMarquetteNo AUM fee | $100/hr | $1,200 | Not published |
| Oikonomos Asset Management, LLCOakland | Not published | $1,200-$4,800 | Not published |
| Team Covert, LLCAuburn Hills | $100-$500/hr | $1,200-$12,000 | $100-$1,000/mo |
| 4Square Advisory Services, Inc.Fenton | $150/hr | Up to $1,500 | Not published |
| Anomaly AdvisorsWest Bloomfield | Not published | $1,500-$5,000 | $150-$500/mo |
| Autumn Financial Advisors, LLCPlymouth | $300/hr | $1,500-$10,000 | $1,500-$10,000/yr |
| Clear Ridge Wealth Management, LLCKalamazoo | $200-$500/hr | $1,500-$5,000 | Not published |
| Custom Wealth ManagementPlymouth | $80-$120/hr | $1,500 | Not published |
| Hill Island Financial LLCGrand Rapids | Not published | $1,500-$15,000 | $375-$1,000/mo |
| Hundred Financial PlanningGrand Rapids | Not published | $1,500-$10,000 | Not published |
| M1 Capital Management LLCTroy | Not published | $1,500 | Not published |
| MSDR Partners, LLCGrand Haven | $500/hr | $1,500-$5,000 | Not published |
| Ram Legacy Wealth ManagementHighland | $350/hr | $1,500 | Not published |
| Retirement Income Solutions, Inc.Ann Arbor | Not published | $1,500 | Not published |
| Spectrum Financial ResourcesTroy | $75/hr | $1,500 | Not published |
| Visionquest Financial Planning LLCTroyNo AUM fee | Not published | $1,500-$1,875 | Not published |
| West Arbor Solutions, LLCPetoskey | $250/hr | $1,500-$3,000 | $625/mo |
| Upbeat FinancialAda | $300/hr | $1,800 | Not published |
| Ag Wealth Management, PLLCYpsilanti | $300/hr | $2,000 | $1,750-$10,000/qtr |
| Ametrine WealthLake Orion | $300/hr | $2,000-$10,000 | $5,000/yr |
| Ark Advisors, LLCTraverse City | Not published | $2,000 | $1,000-$3,000/qtr |
| Isto Advisors, LLCTroy | $1,500/hr | $2,000 | Not published |
| Kidd Financial Planning, LLC.Livonia | $250-$500/hr | $2,000-$5,000 | Not published |
| S.a. Mason, LLCHolland | $150-$300/hr | $2,000-$50,000 | Not published |
| Milieu Personal Finance LLCAnn Arbor | Not published | $2,400-$4,800 | Not published |
| Shotwell Rutter Baer IncLansing | Not published | $2,400-$22,000 | Not published |
| StraightlineTroy | Not published | $2,400-$4,800 | $3,600/yr |
| Arbor Trust Wealth Advisors, LLCAnn Arbor | $200-$400/hr | $2,500-$5,000 | Not published |
| Bernard Wealth Management Corp.Royal Oak | $300/hr | $2,500 | $1,000-$20,000/yr |
| Blue Chip Partners, LLCFarmington Hills | Not published | $2,500-$10,000 | Not published |
| Center for Financial Planning IncSouthfield | Not published | $2,500-$4,000 | Not published |
| Compound Value Advisers, LLCSparta | $350-$450/hr | $2,500-$10,000 | Not published |
| Duet Advisory Services LLCBingham Farms | $500/hr | $2,500-$10,000 | Not published |
| Front Street Wealth ManagementTraverse City | Not published | $2,500-$17,500 | Not published |
| High Tide Advisory LLCIron Mountain | $300/hr | $2,500 | Not published |
| Innermost Wealth Management, LLCTroy | Not published | $2,500-$25,000 | Not published |
| Planpath FinancialMarquette | $325/hr | $2,500-$25,000 | Not published |
| Schwallier Wealth ManagementGrand Rapids | Not published | $2,500-$100,000 | $20-$2,500/mo |
| Star Wealth Management CorporationBingham Farms | $500/hr | $2,500-$10,000 | Not published |
| Wealth PersonalElk Rapids | Not published | $2,500 | Not published |
| C2 Private WealthNovi | $75-$500/hr | $3,000-$250,000 | $3,000/yr |
| Iam FinancialEast Lansing | Not published | $3,000-$7,000 | Not published |
| Magna AdvisorsHolland | $350/hr | $3,000 | $500/qtr |
| Mangotree Capital, LLCSterling Heights | $300/hr | $3,000 | Not published |
| Thatcher Wealth ManagementGrand Rapids | Not published | $3,000 | Not published |
| Vision Capital PartnersAnn Arbor | $100-$300/hr | $3,000-$25,000 | Not published |
| Peak Wealth Management, LLCPlymouth | Not published | $3,500-$10,000 | Not published |
| Retiremitten Financial LLCClarkston | Not published | $4,800 | Not published |
| True Wealth Retirement Partners, LLCWyoming | $500/hr | $4,800 | $400/mo |
| Bridgewise Wealth ManagementTroy | $300/hr | $4,995 | $1,000/qtr |
| Advance Wealth Management Service, LLCGrand Rapids | $300/hr | $5,000 | $100-$500/mo |
| Castle Wealth Group Investments LLCBrighton | Not published | $5,000-$20,000 | Not published |
| Copper Range Wealth Management, LLCHancock | $200-$500/hr | Up to $5,000 | Not published |
| KRS Capital Management, LLCBloomfield Hills | Not published | $5,000 | $5,000/yr |
| Miller Financial Services LLCMarshall | $150-$500/hr | $5,000 | Not published |
| True Blue Financial, LLCStevensville | $200/hr | $5,000 | Not published |
| Lifecycle Financial Planners Inc.Bloomfield HillsNo AUM fee | Not published | $5,500-$10,000 | $10,000-$50,000/yr |
| Lightsquare Wealth Management, LLCBingham Farms | $500/hr | $10,000 | Not published |
| Gainplan LLCBloomfield Hills | $400/hr | $15,000 | Not published |
| Financial Strategies Group, IncOkemos | $750/hr | $20,000 | Not published |
| Bowline Financial, LLCGrosse Pointe Woods | Not published | $25,000 | $1,200/yr |
No firms match these filters.
Also filed as flat fee financial advisors, without a published price (210)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- 320 Life Financial Planning, Holland
- Advisory Alpha, LLC, Holland
- Advosion, Ada
- Agile Wealth Partners, Northville
- Alliance Advisors Wealth Management LLC, Novi
- Antonelli Financial Advisors, LLC, Grosse Pointe
- Arbor Wealth Advisors LLC, Troy
- Association Financial Services, LLC, Troy
- Astraea Wealth Management, Byron Center
- Baron Wealth Management, LLC, Troy
- Black Walnut Wealth Management, Traverse City
- Braeburn Wealth Management, LLC, Muskegon
- Calder Financial Group, Ada
- Captrust Wealth Advisors, Holland
- Connected Financial Strategies LLC, Allendale
- Cornerstone Wealth Partners, LLC, Okemos
- Cranbrook Wealth Management, LLC, Bloomfield Hills
- Darden Wealth Group, Ann Arbor
- Efficient Planning Solutions LLC, Oak Park
- Ferris Financial Services, L.L.C., Midland
- Fiduciary Financial Advisors, Grand Rapids
- Financial Advisory Corporation, Grand Rapids
- Financial Freedom House, Waterford
- Firstmetric, Troy
- Foresight Capital Management Advisors, Inc., Saline
- Forsythia Financial, Bloomfield Hills
- Full Bloom Financial, Northville
- Geddi Capital LLC, Ann Arbor
- Global Wealth Advisors LLC, Troy
- Grand Street Wealth Management, LLC, Ann Arbor
- Greenrock Wealth Management, LLC, East Grand Rapids
- Guidestream Financial, Inc., Spring Arbor
- Harborfront Financial Group, Ludington
- Haverdink Financial Management, LLC, Portage
- Innovia Wealth, LLC, Grand Rapids
- Liberty Financial Planning, Inc., Canton
- Lifegoals Financial Group, Owosso
- Lotv Planning & Consulting, Avoca
- LVZ, Inc., Holland
- Lyman Financial, Midland
- Mainstay Capital Management, LLC, Grand Blanc
- Mattson Financial Services, LLC, Kentwood
- MD Wealth Management, LLC, Chelsea
- Melone Private Wealth, LLC, Auburn Hills
- New View Financial, LLC, Auburn Hills
- Northern Financial Advisors, Inc, Bloomfield Hills
- NPF Investment Advisors, Grand Rapids
- Old Oak Financial Planning, Inc., Brighton
- Paragon Retirement Planning, Inc., Troy
- Patterson Advisors, Waterford
- Pinnacle Investment Advisors, LLC, Ann Arbor
- Prosperity Wealth Strategies LLC, Bloomfield Hills
- Recker Financial LLC, Bay City
- Retirement Resources, LLC, Auburn Hills
- RMG Advisory Services, Jackson
- Royal Oak Financial Advisors, LLC, Royal Oak
- Ryzome Investment Advisors, Okemos
- Saunders Financial LLC, Livonia
- Scout Financial Planning, Grayling
- Skyoak Wealth, Southfield
- Stewardship Trust Advisors, Grandville
- Stonebrook Private LLC, Northville
- Streamsong Advisors, LLC, Grand Rapids
- Strickler Investment Services, LLC, Brighton
- Summit Wealth Strategies Group, LLC, Brighton
- The Brock Group, LLC, Plymouth
- Thrive Retirement Specialists, Royal Oak
- Verde Capital Management, Inc., Clarkston
- Wealth Management Partners LLC, Cedar
- Wealth Management Services, LLC, Bloomfield Hills
- Weather Eye Advisors, Inc., Rochester Hills
- West Michigan Advisors, Holland
- Wolverine Wealth Advisory Services Inc., Bloomfield Hills
- 30,000 FT Wealth Management, Sterling Heights
- Ace Management, East Lansing
- Advance Capital Management Inc, Southfield
- Advanced Financial Management, Inc., Lambertville
- Advisor 123 LLC, Caledonia
- Affluent Solutions, LLC, Beverly Hills
- Aspire Wealth, Caledonia
- Asset Preservation Capital, LTD, Troy
- B.a. Roberts Financial Services, Inc., Marquette
- Barking Sands Capital, Troy
- Belle Eve Financial, Dexter
- Birmingham Capital LLC, Sterling Heights
- Blueprint Partners LLC, Traverse City
- Brick Capital Management Inc, East Lansing
- Bright Financial Advisors, Inc., Portage
- Calvert Planning Corporation, Troy
- Cambient Family Office, LLC, Ada
- Carrera Capital Advisors, Troy
- Cig Asset Management, Lansing
- Clearview Capital, Holland
- Columbia Asset Management, L.L.C., Ann Arbor
- Core Financial Planning, Bloomfield Hills
- Cornerstone Asset Management, LLC, Hudsonville
- CPR Investments Inc, Rochester
- Crystal Coast Wealth Advisors LLC, Cadillac
- Cultivate Financial Wellness, LLC, Howell
- Dahring | Cusmano and Associates, Novi
- Daniel Investment Group Inc., Royal Oak
- Daniel Ryan Financial LLC, Holly
- Daus Financial Group, LLC, Kalamazoo
- DC & Associates, Grand Rapids
- Dishow Wealth Management LLC, Shelby Township
- Docsa Capital Management, Inc., Portage
- DWP, Grosse Pointe Farms
- Eastown Financial Advisors, LLC, Grand Rapids
- Ellija Capital Management, LLC, Grandville
- Embark Financial Partners, Muskegon
- Entrusted Stewardship LLC, Holland
- Exchange Street Capital, Spring Lake
- Fai Advisors, Inc., Farmington Hills
- Fairlane Investment Advisors Inc, Northville
- Financialmd, LLC, Okemos
- Fintentional LLC, Birmingham
- First Dollar Saved LLC, Spring Lake
- Folmar Advisory, LLC, Southfield
- Forge Advisory LLC, Temperance
- Freedom Financial Planning Solutions, LLC, Grand Rapids
- Freedom Formula Wealth Management, Rochester
- Fsa Advisors, Inc., Troy
- Futr Wealth Management LLC, Shelby Township
- Gem Asset Management, LLC, Plymouth
- Global Financial Planning Group, LLC, Troy
- Grad Wealth Management PLLC, Livonia
- Grand Wealth Management, LLC, Grand Rapids
- Great Lakes Retirement Solutions, Inc., Saginaw
- Great Lakes Wealth, LLC, Northville
- Greensview Wealth, Maple City
- Greydog Financial, Ann Arbor
- Heath Capital Management, Inc., Rochester
- Hemming& Wealth Management, Inc., Traverse City
- Hoover Private Wealth, LLC, Royal Oak
- Howard Fiduciary Investments, Rockford
- Im Wealth, Ada
- Independent Wealth Management, LLC, Traverse City
- Inertial Frame, Flint
- Inspire Wealth Advisory LLC, Brighton
- Isadore Private Wealth, LLC, Traverse City
- Isadore Retirement Group, LLC, Traverse City
- JDV Wealth Advisors, LLC, Goodrich
- JVL Wealth Strategies, Wyoming
- Kalaj Capital, Novi
- Kava Financial LLC, Northville
- Lifeworks Advisors, LLC, Grand Rapids
- LVM Capital Management LTD, Portage
- Maner Wealth, Lansing
- MD Advice Financial, Holt
- Measured Strategies LLC, Ada
- Midwest Capital Advisors, LLC, Grand Rapids
- Miller Capital, Troy
- MJS Capital Inc., Chesterfield
- MKD Wealth, Troy
- MMG Wealth Management, Grand Haven
- Mmi Asset Management Services, LLC, Owosso
- Moore Financial Strategies, LLC, Sylvan Lake
- Motive Wealth Advisors, LLC, Birmingham
- My Financial Coach, LLC, Midland
- Nautica Asset Management LLC, Canton
- Neville Wealth Management, Frankfort
- New Era Investments LLC, Southfield
- Newage Advisors LLC, Lansing
- Northern Edge Wealth Management, Marquette
- Octo Capital, LLC, Bingham Farms
- Oliver Financial Planning LLC, Ann Arbor
- On Point Crna, Washington
- Ontrack Wealth Management, Canton
- Optimal Capital Advisors, LLC, Traverse City
- Palatine Hill Wealth Management, Birmingham
- Personal Financial Advice & Insights, LLC, Stevensville
- Personal Legacy Planners, Grand Rapids
- Personal Wealth Management, LLC, Commerce
- Pinnacle Wealth Management, Inc., Brighton
- Planning Alternatives LTD, Birmingham
- Predmore Advisors LLC, Rochester Hills
- Premier Estate Planners, LLC, Clinton Township
- RBS Wealth Management, Alto
- Revalue LLC, Grand Rapids
- RFM Financial Solutions, LLC, Mt. Pleasant
- Richmark Private Wealth Management, Frankenmuth
- Salehi Wealth Management, LLC, Dearborn
- Schafer Investment Group, Inc., Mt. Pleasant
- Select Financial Services Group, Inc., Ann Arbor
- Sigma Investment Counselors, Northville
- Signal Advisors Wealth, LLC, Detroit
- Simplified Financial Partners, Calumet
- Solyco Wealth LLC, Birmingham
- Spartan Wealth Management, Bingham Farms
- Stalt Financial, LLC, Troy
- Sterling Advisory Group LLC, Southfield
- Stonepath Wealth Management, Traverse City
- Straitgate Financial L.L.C., Northville
- Strategic Wealth Advisors Group, Inc., Utica
- Sullivan Dunn Wealth Management, Okemos
- Summit Financial Working With People You Trust, Sterling Heights
- Summitview Advisors, Belmont
- Tetra Wealth Management, Grosse Pointe Shores
- Triumph Investment Advisory Group, LLC, Rochester
- Up North Financial, LLC, Traverse City
- Valor Wealth Group, LLC, Ada
- Vertrix Wealth Management, LLC, Troy
- Vima, LLC, Troy
- Vision Wealth Management, Inc., Commerce Twp
- Voisard Asset Management Group, Grand Rapids
- Washington Avenue Advisors, Lansing
- Waterford Financial Management, LLC, Fair Haven
- Watershed Wealth, Alpena
- Wealth & Wellness Group, LLC, Brighton
- Wealth Management Institute, Inc., Lansing