Fee only financial advisors in Michigan who charge hourly or a flat fee
Jump to the 127 firms with published feesFee mediansOut-of-state firms (145)
205 fee only firms in Michigan offer financial planning for an hourly, flat or subscription fee. 127 of the 205 fee only firms in Michigan publish dollar prices for financial planning in their brochures, and the table below quotes each price.
Among firms in Michigan with a current fee (brochure under 18 months old, not just a cap or minimum), the median hourly rate is $250 (middle half $200-$350, 79 firms) and the median flat or project fee is $3,875 (middle half $2,625-$5,875, 55 firms). Updated November 2026.
Cities in Michigan
- Ada 3 with prices
- Ann Arbor 15 with prices
- Bay City 3 with prices
- Birmingham 3 with prices
- Bloomfield Hills 6 with prices
- Brighton 3 with prices
- Grand Rapids 9 with prices
- Holland 5 with prices
- Kalamazoo 4 with prices
- Portage 3 with prices
- Traverse City 6 with prices
- Troy 11 with prices
Fee only advisors in Michigan and their published fees
127 firms with published feesPlus 78 that don't publish fees, listed below
Fee filters apply to firms with published fees, so the list below doesn't change with them.
Michigan medians: $250/hr, $3,875 flat, $495/mo for monthly fees. Ranges are placed by their middle. Near median means within 10%.
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| 320 Life Financial PlanningHollandNo AUM fee | $250/hr near the Michigan median | Not published | Not published |
| 46 and 2 Investment Advisors, LLCTraverse City | $200/hr below the Michigan median | Not published | % of assets |
| 4Square Advisory Services, Inc.Fenton | $150/hr below the Michigan median | Up to $1,500 | % of assets |
| A B L E Wealth Management Solutions LLCAnn Arbor | $400/hr above the Michigan median | $1,000- | $100- |
| Advance Wealth Management Service, LLCGrand Rapids | Up to $300/hr | Up to $5,000 | $100- |
| AdvosionAda | Not published | Not published | $250- |
| AG Wealth Management, PLLCYpsilanti | $300/hr above the Michigan median | Not published | $583- |
| Agile Wealth PartnersNorthvilleVirtual meetings | Not published | Not published | $100- |
| Ametrine WealthLake OrionCFP® | $300/hr above the Michigan median | $2,000- | No monthly fee$5,000/yr |
| Antonelli Financial Advisors, LLCGrosse PointeCFP® | $200- | Not published | % of assets |
| Arbor Trust Wealth Advisors, LLCAnn ArborCFP® | $200- | $2,500- | % of assets |
| Arbor Wealth Advisors LLCTroyNo AUM fee | $300/hr above the Michigan median | $8,000- | Not published |
| Ark Advisors, LLCTraverse City2025 brochure | Not published | $2,000 | $333- |
| Astraea Wealth ManagementByron CenterCFP® | $300/hr above the Michigan median | Not published | % of assets |
| Autumn Financial Advisors, LLCPlymouthCFP® | $300/hr above the Michigan median | $1,500- | No monthly fee$1,500- |
| Barry N. DaleIshpeming | $165/hr below the Michigan median | Not published | % of assets |
| Bell Financial PlanningSouth Lyon2023 brochure | $250/hr | $500- | $250- |
| Belle Eve FinancialDexterNo AUM fee | $350/hr above the Michigan median | Not published | No monthly fee$6,000- |
| Black Diamond Investment Group, Inc.Kalamazoo | $150/hr below the Michigan median | Not published | % of assets |
| Boardwalk Wealth ManagementAnn Arbor | Not published | Not published | $67- |
| Bowen Financial Planning LLCHolland | $90/hr below the Michigan median | Not published | % of assets |
| Bowline Financial, LLCGrosse Pointe Woods | Not published | Not published | No monthly fee$1,200- |
| Breakwater CapitalKalamazooCFP® | $100- | Not published | % of assets |
| Brown Financial Planning LLCBay City | $250/hr near the Michigan median | From $500 | % of assets |
| Calder Financial GroupAda | $250/hr near the Michigan median | Not published | % of assets |
| CapTrust Wealth AdvisorsHolland | Not published | Not published | No monthly fee$1,500- |
| Chessie Advisors, LLCRochester HillsVirtual meetings | $350/hr above the Michigan median | Not published | $295- |
| Clear Ridge Wealth Management, LLCKalamazoo | $200- | $1,500- | % of assets |
| Compound Value Advisers, LLCSparta | $350- | $2,500- | % of assets |
| Convert Financial Services LLCMount Pleasant | $200/hr below the Michigan median | Not published | % of assets |
| Copper Range Wealth Management, LLCHancock | $300- | Up to $5,000 | % of assets |
| Coriander Financial Group LLCAnn ArborCFP® | $300/hr above the Michigan median | Not published | % of assets |
| Cornerstone Asset Management, LLCHudsonville | $225/hr near the Michigan median | Not published | % of assets |
| Cranbrook Wealth Management, LLCBloomfield Hills | Not published | Not published | No monthly fee$10,000- |
| Cultivate Financial Wellness, LLCHowellCFP® | $350/hr above the Michigan median | $3,000- | $350- |
| CWS Financial Advisors LLCKalamazoo | $250/hr near the Michigan median | $250- | % of assets |
| Darden Wealth GroupAnn Arbor | $400/hr above the Michigan median | Not published | % of assets |
| DBS Investment Advisers, LLCBay City | $200/hr below the Michigan median | $395- | % of assets |
| Deller Wealth Management LLCRoyal Oak | Not published | $250- | No monthly feeFrom $6,000/yr |
| East Shore Advisors, LLCMarenisco | $225/hr near the Michigan median | Not published | % of assets |
| Efficient Planning Solutions LLCOak Park | Not published | Not published | No monthly feeFrom $750/yr |
| Entrusted Stewardship LLCHollandNo AUM feeCFP® | $400/hr above the Michigan median | $3,000- | $199/mo below the Michigan median for monthly fees$199/mo below the Michigan median for monthly fees |
| Face 2 Face Financial Planning, LLCPortage | $200- | $500- | $100- |
| Financial Advisory CorporationGrand Rapids | Up to $500/hr | Not published | % of assets |
| FirstmetricTroyNo AUM fee | Not published | Not published | $495/mo near the Michigan median for monthly fees$495/mo near the Michigan median for monthly fees |
| Ford Financial FitnessPlymouth | $400/hr above the Michigan median | $1,000- | $100- |
| Forsythia FinancialBloomfield Hills | $350/hr above the Michigan median | Not published | % of assets |
| Freedom Formula Wealth ManagementRochesterCFP® | Not published | Up to $5,000 | $100- |
| Front Street Wealth ManagementTraverse CityCFP® | Not published | $2,500- | % of assets |
| Full Bloom FinancialNorthvilleNo AUM fee | Not published | Not published | No monthly fee$5,000- |
77 more firms with published fees
- Geddi Capital LLC · Ann Arbor · $3-$50/mo
- GK Private Wealth Partners LLC · Troy · $300/hr · $1,000-$6,000 flat · $100-$500/mo
- Gold Coast Capital Management, LLC · Douglas · $300 flat
- Golden Goose Wealth Planning · Ada · $500-$3,000 flat · $325/mo
- Grand Street Wealth Management, LLC · Ann Arbor · $200/hr
- Grand Wealth Management, LLC · Grand Rapids · Up to $500/hr
- Greydog Financial · Ann Arbor · $250-$400/hr · $400-$5,500 flat · $200-$625/mo
- Grit and Lavender Financial Planning · Brighton · Up to $400/hr · $150-$5,000 flat · $500/mo
- Hardy Financial Planning · Ann Arbor · $150/hr · $250-$5,000 flat · $1,000-$12,000/yr
- Harwood Investment Strategies, L.L.C. · Monroe · $200/hr
- Haverdink Financial Management, LLC · Portage · $150/hr
- Horton Financial Planning LLC · Farmington Hills · $200/hr
- Hundred Financial Planning · Grand Rapids · $1,500-$10,000 flat · $400-$1,667/mo
- IAM Financial · East Lansing · $3,000-$7,000 flat
- Independent Wealth Management, LLC · Traverse City · $175-$350/hr
- Innermost Wealth Management, LLC · Troy · $400/hr · $2,500-$25,000 flat · $6,000-$25,000/yr
- J Wilson Wealth Management · Davison · $250-$1,000/hr · $500-$5,000 flat · $175-$1,000/mo
- J2 Capital Management, Inc. · Troy · $250/hr
- Kastler Financial Planning · Ortonville · $189/hr · $500-$11,250 flat
- Kidd Financial Planning, LLC. · Livonia · $250-$500/hr · $2,000-$5,000 flat
- Kraft Capital · Ann Arbor · $250/hr · $500-$10,000 flat · $250-$1,000/mo
- Kroon & Mitchell Asset Management LLC · Grand Rapids · $150-$300/hr
- KRS Capital Management, LLC · Bloomfield Hills · From $5,000 flat
- Lakepoint Wealth Partners · Highland · $150-$350/hr · $1,000-$15,000 flat
- Liberty Financial Planning, Inc. · Canton · $200/hr
- LifeGoals Financial Group · Owosso · $225/hr
- Lyman Financial · Midland · $375/qtr
- M1 Capital Management LLC · Troy · $1,500 flat
- MD Wealth Management, LLC · Chelsea · $1,875/qtr
- Milieu Personal Finance LLC · Ann Arbor · $2,400-$4,800 flat
- MSDR Partners, LLC · Grand Haven · Up to $500/hr · $1,500-$5,000 flat
- Murray Strategic Investment L.L.C. · Detroit · $150/hr · $1,000-$3,000 flat · 2025 brochure
- Namesake Group · Rochester · $250/hr
- Noble Street Wealth Management · Grand Rapids · $150/hr · $150-$25,000 flat
- NPF Investment Advisors · Grand Rapids · $250-$500/hr
- Old Mission Investment Company, LLC · Traverse City · $150-$275/hr · $500-$10,000 flat
- Old Oak Financial Planning, Inc. · Brighton · $125/hr
- Oliver Financial Planning LLC · Ann Arbor · $350/hr
- On Track To Retire LLC · Livonia · $120/hr · $650-$1,200 flat
- Parousia Wealth Stewards · Lansing · $1,500-$10,000 flat
- Patterson Advisors · Waterford · $200/hr
- Planpath Financial · Marquette · $325/hr · $2,500-$25,000 flat · $100-$1,500/mo
- Prosperity Wealth Strategies LLC · Bloomfield Hills · $500/hr · Up to $50,000 flat
- Q3 Asset Management Corporation · Birmingham · $200/hr
- Quarton Capital Partners · Birmingham · Up to $250/hr · Up to $1,500 flat
- Recker Financial LLC · Bay City · $250/hr · $50-$500/mo
- Red Car Wealth Management Inc · Troy · $250/hr
- Retirement Income Solutions, Inc. · Ann Arbor · From $1,500 flat
- Retiremitten Financial LLC · Clarkston · $4,800 flat
- S.A. Mason, LLC · Holland · $150-$300/hr · $2,000-$50,000 flat
- Schafer Investment Group, Inc. · Mount Pleasant · Up to $300/hr · Up to $1,500 flat
- Schwallier Wealth Management · Grand Rapids · Up to $500/hr · Up to $5,000 flat · $20-$2,500/mo
- Scout Financial Planning · Grayling · $100/hr · 2025 brochure
- SGH Wealth Management · Lathrup Village · $225/hr · $300-$1,000 flat
- Shotwell Rutter Baer Inc · Lansing · $2,400-$22,000 flat
- Silver Strand Financial Planning · Bloomfield Hills · Up to $400/hr · $500-$3,000 flat · $50/mo
- Socrates Financial Planning · Jenison · $200/hr · $1,000-$10,000 flat · $300-$1,000/mo
- Sound Financial Planning LLC · Bloomfield Hills · $250/hr · $2,500-$5,000 flat · $200-$400/mo
- Steel Toe Wealth · Okemos · $400/hr · $7,995 flat · $2,500/mo
- Summit Wealth Strategies Group, LLC · Brighton · $200/hr
- Synergy Wealth Management, LLC · Grand Rapids · $250/hr · $500-$10,000 flat
- Tetra Wealth Management · Grosse Pointe Shores · $2,000 flat · $50/mo · $125/qtr
- Thrive Retirement Specialists · Royal Oak · $3,000/qtr
- TM Advisors · Troy · $300/hr
- TreMonte Financial Consultants · Traverse City · Up to $500/hr · $600-$20,000 flat
- Tribble Financial Planning · Ann Arbor · $250-$2,500 flat · $275-$500/mo
- True Wealth Retirement Partners, LLC · Wyoming · $500/hr · $1,000-$7,500 flat · $400/mo
- ValueFirst Planning LLC · Shelby Township · $1,250 flat
- Vertrix Wealth Management, LLC · Troy · From $2,000 flat
- VisionQuest Financial Planning LLC · Troy · $1,500-$1,875 flat
- Wealthy Intentions · Sterling Heights · $250/hr · $500/qtr
- Wellspring Investing · Atlantic Mine · $100-$5,000 flat
- Wendt Financial Advisors, LLC · Battle Creek · $350/hr · From $3,500 flat
- Whale Shark Financial LLC · Ann Arbor · Up to $150/hr · $150-$2,700 flat
- Whistle Stop Financial Advice · Birmingham · $300-$500/hr
- Wittenberg Investments Inc. · Troy · $500/hr
- Zhang Financial · Portage · $100-$500/hr · $250-$10,000 flat
Other registered firms that don't publish dollar fees (78)
We found no dollar amount for their planning fees in a brochure. Ask them for a fee schedule.
- Advance Capital Management Inc, Southfield
- Advisor 123 LLC, Caledonia
- BeManaged, Grand Rapids
- Black Walnut Wealth Management, Traverse City
- Calvert Planning Corporation, Troy
- Cambient Family Office, LLC, Ada
- Cedar Ridge Investment Management LLC, Byron Center
- CND Financial, Livonia
- Columbia Asset Management, L.L.C., Ann Arbor
- Core Financial Planning, Bloomfield Hills
- Daniel Ryan Financial LLC, Holly
- Dishow Wealth Management LLC, Shelby Township
- Docsa Capital Management, Inc., Portage
- DWP, Grosse Pointe Farms
- Exchange Street Capital, Spring Lake
- Fairlane Investment Advisors Inc, Northville
- Falconer Group, Traverse City
- Fintentional LLC, Birmingham
- First Dollar Saved LLC, Spring Lake
- Foresight Capital Management Advisors, Inc., Saline
- Freedom Financial Planning Solutions, LLC, Grand Rapids
- FUTR Wealth Management LLC, Shelby Township
- GEM Asset Management, LLC, Plymouth
- GPS Financial Group, LLC, Grand Rapids
- Grad Wealth Management PLLC, Livonia
- Heath Capital Management, Inc., Rochester
- Howard Fiduciary Investments, Rockford
- IM Wealth, Ada
- Inertial Frame, Flint
- Isadore Private Wealth, LLC, Traverse City
- Isadore Retirement Group, LLC, Traverse City
- JVL Wealth Strategies, Wyoming
- Kalaj Capital, Novi
- Kava Financial LLC, Northville
- Lifecycle Financial Planners Inc., Bloomfield Hills
- LVM Capital Management Ltd, Portage
- Mainstay Capital Management, LLC, Grand Blanc
- Meadowbrook Asset Management, LLC, Rochester
- Measured Strategies LLC, Ada
- Midwest Capital Advisors, LLC, Grand Rapids
- Miller Capital, Troy
- MJS Capital Inc., Chesterfield
- MMG Wealth Management, Grand Haven
- Moore Financial Strategies, LLC, Sylvan Lake
- Motive Wealth Advisors, LLC, Birmingham
- My Financial Coach, LLC, Midland
- Neville Wealth Management, Frankfort
- New View Financial, LLC, Auburn Hills
- Northern Financial Advisors, Inc, Bloomfield Hills
- Northpoint Financial, Birmingham
- Noya Investment Advisors LLC, Birmingham
- On Point CRNA, Washington
- OnTrack Wealth Management, Canton
- Optimal Capital Advisors, LLC, Traverse City
- Personal Financial Advice & Insights, LLC, Stevensville
- Personal Legacy Planners, Grand Rapids
- Planning Alternatives Ltd, Birmingham
- PureRetire LLC, Northville
- Revalue LLC, Grand Rapids
- RFM Financial Solutions, LLC, Mount Pleasant
- Salehi Wealth Management, LLC, Dearborn
- Sigma Investment Counselors, Northville
- Simplified Financial Partners, Calumet
- Sterling Advisory Group LLC, Southfield
- StraitGate Financial L.L.C., Northville
- SummitView Advisors, Belmont
- Triumph Investment Advisory Group, LLC, Rochester
- Up North Financial, LLC, Traverse City
- Usaworld Capital LLC, Canton
- Valor Wealth Group, LLC, Ada
- Vanderpol Investments L.L.C., Caledonia
- Villaire Financial, LLC, Grand Rapids
- Voisard Asset Management Group, Grand Rapids
- Waterford Financial Management, LLC, Fair Haven
- Wealth & Wellness Group, LLC, Brighton
- William Mack & Associates Inc, Troy
- Williamson Ross Financial, Canton
- Wolverine Wealth Advisory Services Inc., Bloomfield Hills
Firms based in other states that are registered in Michigan (145)
Showing the 9 of these 145 firms whose brochures mention virtual meetings. See all 145 firms.
These firms are based in another state and are registered in Michigan. The list isn't complete: a firm with five or fewer clients in Michigan doesn't have to file there. Being registered here doesn't mean a firm offers virtual meetings.
9 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|
9 firms with published fees
- Beacon Wealth Consultants, Inc. · Roanoke, VA · $300/hr · $300/qtr · $3,500-$35,000/yr
- Briggs Financial Inc. · Round Lake Beach, IL · $400/hr · $250/mo
- Cardone Wealth Advisors · Aventura, FL · $500/hr · $4,800 flat · $4,800/yr
- Elm Wealth · Philadelphia, PA · $5,000 flat
- Equita Financial Network, Inc. · Fort Washington, PA · Up to $500/hr · Up to $10,000 flat · Up to $7,500/qtr
- Financial Synergies · Houston, TX · $3,000-$10,000 flat
- Klaas Financial Asset Advisors, LLC. · Loves Park, IL · $75-$275/mo
- Willow Partner Advisors, LLC · Prides Crossing, MA · $5,000 flat
- Zenith Wealth Partners · Philadelphia, PA · $2,000-$10,000 flat · $1,000/mo
Key findings from the filings
- The median hourly rate in Michigan, $250 from 79 firms, is tied for the 3rd lowest of the 44 states where at least 10 firms publish a current hourly rate; the median in the rest of the US is $299.
- The median flat or project fee in Michigan, $3,875 from 55 firms, is the 9th lowest of the 38 states where at least 10 firms publish a current flat or project fee; the median in the rest of the US is $5,000.
- Of the 127 Michigan firms that publish fees, 73% publish an hourly rate, 56% a flat or project fee, and 29% a monthly or quarterly fee; across the US the shares are 73%, 55%, and 21%.
- 23 of the 127 Michigan firms that publish fees (18%) charge no fee based on a percentage of assets, compared with 14% across the US.
| Fee | Median | Middle half of firms | Firms counted |
|---|---|---|---|
| Hourly rate | $250/hr | $200- | 79 firms |
| Flat or project fee | $3,875 | $2,625- | 55 firms |
| Subscription (per month) | $495/mo | $300- | 35 firms |
| Annual fee | $13,100/yr | $6,500- | 11 firms |
How Michigan compares with other states is in the Financial Planner Fees Report 2026. Paying a percentage of assets? The fee calculator compares 1% with a flat fee over the years.