# Fee-only financial advisors in Detroit, MI

> AdvisorCensus lists 97 investment advisory firms with a principal office in the Detroit metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/mi/detroit/fee-only/page/2

## At a glance

- Investment advisory firms: 97
- Registration: SEC-registered investment adviser: 53, State-registered investment adviser: 44
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 97 (100%); Percentage of assets 84 (87%); Hourly charges 32 (33%); Subscription fees (newsletter or periodical) 1 (1%); Fixed fees 51 (53%)
- Regulatory assets under management (Item 5.F): Under $25 million 18 (19%); $25 million to $100 million 21 (22%); $100 million to $500 million 26 (27%); $500 million to $1 billion 12 (12%); $1 billion to $5 billion 11 (11%); Over $5 billion 1 (1%); Not reported 8 (8%)
- Years registered: Under 5 years 26 (27%); 5 to 9 years 24 (25%); 10 to 19 years 19 (20%); 20 years or more 28 (29%)

## Firms (page 2 of 2, 51 to 97 of 97, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Meadowbrook Investment Advisors LLC](https://advisorcensus.com/firm/meadowbrook-investment-advisors-llc-livonia-mi-109960) ([md](https://advisorcensus.com/firm/meadowbrook-investment-advisors-llc-livonia-mi-109960.md)) | 109960 | Livonia, MI | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets |
| [Miller Capital](https://advisorcensus.com/firm/miller-capital-troy-mi-124489) ([md](https://advisorcensus.com/firm/miller-capital-troy-mi-124489.md)) | 124489 | Troy, MI | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets, Hourly, Fixed fee |
| [Modell Capital Management LLC](https://advisorcensus.com/firm/modell-capital-management-llc-bloomfield-hills-mi-339228) ([md](https://advisorcensus.com/firm/modell-capital-management-llc-bloomfield-hills-mi-339228.md)) | 339228 | Bloomfield Hills, MI | SEC-registered investment adviser | $1 billion to $5 billion | 0 | % of assets |
| [Moore Financial Strategies, LLC](https://advisorcensus.com/firm/moore-financial-strategies-llc-sylvan-lake-mi-144105) ([md](https://advisorcensus.com/firm/moore-financial-strategies-llc-sylvan-lake-mi-144105.md)) | 144105 | Sylvan Lake, MI | State-registered investment adviser | Not reported | 16 | Hourly, Fixed fee |
| [Motive Wealth Advisors, LLC](https://advisorcensus.com/firm/motive-wealth-advisors-llc-birmingham-mi-312303) ([md](https://advisorcensus.com/firm/motive-wealth-advisors-llc-birmingham-mi-312303.md)) | 312303 | Birmingham, MI | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [New View Financial, LLC](https://advisorcensus.com/firm/new-view-financial-llc-auburn-hills-mi-299117) ([md](https://advisorcensus.com/firm/new-view-financial-llc-auburn-hills-mi-299117.md)) | 299117 | Auburn Hills, MI | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Northern Financial Advisors, Inc](https://advisorcensus.com/firm/northern-financial-advisors-inc-bloomfield-hills-mi-121088) ([md](https://advisorcensus.com/firm/northern-financial-advisors-inc-bloomfield-hills-mi-121088.md)) | 121088 | Bloomfield Hills, MI | SEC-registered investment adviser | $500 million to $1 billion | 6 | Fixed fee |
| [Old Oak Financial Planning, Inc.](https://advisorcensus.com/firm/old-oak-financial-planning-inc-brighton-mi-122500) ([md](https://advisorcensus.com/firm/old-oak-financial-planning-inc-brighton-mi-122500.md)) | 122500 | Brighton, MI | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Ontrack Wealth Management](https://advisorcensus.com/firm/ontrack-wealth-management-canton-mi-311374) ([md](https://advisorcensus.com/firm/ontrack-wealth-management-canton-mi-311374.md)) | 311374 | Canton, MI | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Park Investments and Consulting LLC](https://advisorcensus.com/firm/park-investments-and-consulting-llc-grosse-pointe-farms-mi-330380) ([md](https://advisorcensus.com/firm/park-investments-and-consulting-llc-grosse-pointe-farms-mi-330380.md)) | 330380 | Grosse Pointe Farms, MI | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly |
| [Pathway Financial Planning](https://advisorcensus.com/firm/pathway-financial-planning-novi-mi-159416) ([md](https://advisorcensus.com/firm/pathway-financial-planning-novi-mi-159416.md)) | 159416 | Novi, MI | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Planning Alternatives Ltd](https://advisorcensus.com/firm/planning-alternatives-ltd-birmingham-mi-110268) ([md](https://advisorcensus.com/firm/planning-alternatives-ltd-birmingham-mi-110268.md)) | 110268 | Birmingham, MI | SEC-registered investment adviser | $1 billion to $5 billion | 43 | % of assets, Hourly, Fixed fee |
| [Pointe Capital Management LLC](https://advisorcensus.com/firm/pointe-capital-management-llc-grosse-pointe-farms-mi-152520) ([md](https://advisorcensus.com/firm/pointe-capital-management-llc-grosse-pointe-farms-mi-152520.md)) | 152520 | Grosse Pointe Farms, MI | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets, Fixed fee |
| [Predmore Advisors LLC](https://advisorcensus.com/firm/predmore-advisors-llc-rochester-hills-mi-317215) ([md](https://advisorcensus.com/firm/predmore-advisors-llc-rochester-hills-mi-317215.md)) | 317215 | Rochester Hills, MI | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Prosperity Wealth Strategies LLC](https://advisorcensus.com/firm/prosperity-wealth-strategies-llc-bloomfield-hills-mi-301923) ([md](https://advisorcensus.com/firm/prosperity-wealth-strategies-llc-bloomfield-hills-mi-301923.md)) | 301923 | Bloomfield Hills, MI | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Provident Investment Management, Inc.](https://advisorcensus.com/firm/provident-investment-management-inc-novi-mi-106976) ([md](https://advisorcensus.com/firm/provident-investment-management-inc-novi-mi-106976.md)) | 106976 | Novi, MI | SEC-registered investment adviser | $1 billion to $5 billion | 45 | % of assets |
| [Quarton Capital Partners](https://advisorcensus.com/firm/quarton-capital-partners-birmingham-mi-342752) ([md](https://advisorcensus.com/firm/quarton-capital-partners-birmingham-mi-342752.md)) | 342752 | Birmingham, MI | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly |
| [Red CAR Wealth Management Inc](https://advisorcensus.com/firm/red-car-wealth-management-inc-troy-mi-340287) ([md](https://advisorcensus.com/firm/red-car-wealth-management-inc-troy-mi-340287.md)) | 340287 | Troy, MI | State-registered investment adviser | Not reported | 0 | Hourly |
| [Retiremitten Financial LLC](https://advisorcensus.com/firm/retiremitten-financial-llc-clarkston-mi-300779) ([md](https://advisorcensus.com/firm/retiremitten-financial-llc-clarkston-mi-300779.md)) | 300779 | Clarkston, MI | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Ridge Investment Advisors](https://advisorcensus.com/firm/ridge-investment-advisors-brighton-mi-111997) ([md](https://advisorcensus.com/firm/ridge-investment-advisors-brighton-mi-111997.md)) | 111997 | Brighton, MI | State-registered investment adviser | $25 million to $100 million | 32 | % of assets |
| [Robinson Capital Management, LLC](https://advisorcensus.com/firm/robinson-capital-management-llc-grosse-pointe-farms-mi-166182) ([md](https://advisorcensus.com/firm/robinson-capital-management-llc-grosse-pointe-farms-mi-166182.md)) | 166182 | Grosse Pointe Farms, MI | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets |
| [Rochester Wealth Strategies, LLC](https://advisorcensus.com/firm/rochester-wealth-strategies-llc-rochester-mi-299150) ([md](https://advisorcensus.com/firm/rochester-wealth-strategies-llc-rochester-mi-299150.md)) | 299150 | Rochester, MI | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Sculati Wealth Management, LLC](https://advisorcensus.com/firm/sculati-wealth-management-llc-bloomfield-hills-mi-158783) ([md](https://advisorcensus.com/firm/sculati-wealth-management-llc-bloomfield-hills-mi-158783.md)) | 158783 | Bloomfield Hills, MI | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Senstomi](https://advisorcensus.com/firm/senstomi-southfield-mi-336311) ([md](https://advisorcensus.com/firm/senstomi-southfield-mi-336311.md)) | 336311 | Southfield, MI | SEC-registered investment adviser | Not reported | 1 | Subscription |
| [SG Real Estate I](https://advisorcensus.com/firm/sg-real-estate-i-southfield-mi-334205) ([md](https://advisorcensus.com/firm/sg-real-estate-i-southfield-mi-334205.md)) | 334205 | Southfield, MI | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Sigma Investment Counselors](https://advisorcensus.com/firm/sigma-investment-counselors-northville-mi-104754) ([md](https://advisorcensus.com/firm/sigma-investment-counselors-northville-mi-104754.md)) | 104754 | Northville, MI | SEC-registered investment adviser | $1 billion to $5 billion | 52 | % of assets, Fixed fee |
| [Solyco Capital LLC](https://advisorcensus.com/firm/solyco-capital-llc-rochester-mi-338113) ([md](https://advisorcensus.com/firm/solyco-capital-llc-rochester-mi-338113.md)) | 338113 | Rochester, MI | SEC-registered investment adviser | $100 million to $500 million | 0 | Fixed fee |
| [SS&H Financial Advisors, Inc.](https://advisorcensus.com/firm/ss-and-h-financial-advisors-inc-troy-mi-112256) ([md](https://advisorcensus.com/firm/ss-and-h-financial-advisors-inc-troy-mi-112256.md)) | 112256 | Troy, MI | SEC-registered investment adviser | $100 million to $500 million | 44 | % of assets, Hourly, Fixed fee |
| [Sterling Advisory Group LLC](https://advisorcensus.com/firm/sterling-advisory-group-llc-southfield-mi-327855) ([md](https://advisorcensus.com/firm/sterling-advisory-group-llc-southfield-mi-327855.md)) | 327855 | Southfield, MI | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Straitgate Financial L.L.C.](https://advisorcensus.com/firm/straitgate-financial-l-l-c-south-lyon-mi-124798) ([md](https://advisorcensus.com/firm/straitgate-financial-l-l-c-south-lyon-mi-124798.md)) | 124798 | South Lyon, MI | State-registered investment adviser | Under $25 million | 24 | % of assets, Fixed fee |
| [SW Advisors, LLC](https://advisorcensus.com/firm/sw-advisors-llc-royal-oak-mi-306940) ([md](https://advisorcensus.com/firm/sw-advisors-llc-royal-oak-mi-306940.md)) | 306940 | Royal Oak, MI | State-registered investment adviser | Under $25 million | 6 | % of assets, Fixed fee |
| [Thomas Jones Financial LLC](https://advisorcensus.com/firm/thomas-jones-financial-llc-st-clair-shores-mi-124114) ([md](https://advisorcensus.com/firm/thomas-jones-financial-llc-st-clair-shores-mi-124114.md)) | 124114 | St. Clair Shores, MI | State-registered investment adviser | $25 million to $100 million | 24 | % of assets |
| [Thrive Retirement Specialists](https://advisorcensus.com/firm/thrive-retirement-specialists-royal-oak-mi-310289) ([md](https://advisorcensus.com/firm/thrive-retirement-specialists-royal-oak-mi-310289.md)) | 310289 | Royal Oak, MI | SEC-registered investment adviser | $100 million to $500 million | 2 | Fixed fee |
| [Trinity Wealth Solutions LLC](https://advisorcensus.com/firm/trinity-wealth-solutions-llc-sterling-heights-mi-324183) ([md](https://advisorcensus.com/firm/trinity-wealth-solutions-llc-sterling-heights-mi-324183.md)) | 324183 | Sterling Heights, MI | State-registered investment adviser | $25 million to $100 million | 3 | % of assets |
| [Triumph Investment Advisory Group, LLC](https://advisorcensus.com/firm/triumph-investment-advisory-group-llc-rochester-mi-172484) ([md](https://advisorcensus.com/firm/triumph-investment-advisory-group-llc-rochester-mi-172484.md)) | 172484 | Rochester, MI | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [Union Heritage Capital](https://advisorcensus.com/firm/union-heritage-capital-detroit-mi-309768) ([md](https://advisorcensus.com/firm/union-heritage-capital-detroit-mi-309768.md)) | 309768 | Detroit, MI | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [Vertrix Wealth Management, LLC](https://advisorcensus.com/firm/vertrix-wealth-management-llc-troy-mi-339547) ([md](https://advisorcensus.com/firm/vertrix-wealth-management-llc-troy-mi-339547.md)) | 339547 | Troy, MI | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Visionquest Financial Planning LLC](https://advisorcensus.com/firm/visionquest-financial-planning-llc-troy-mi-123402) ([md](https://advisorcensus.com/firm/visionquest-financial-planning-llc-troy-mi-123402.md)) | 123402 | Troy, MI | State-registered investment adviser | Not reported | 23 | Fixed fee |
| [Voorman Investment Counsel LLC](https://advisorcensus.com/firm/voorman-investment-counsel-llc-plymouth-mi-306177) ([md](https://advisorcensus.com/firm/voorman-investment-counsel-llc-plymouth-mi-306177.md)) | 306177 | Plymouth, MI | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [Waterford Financial Management, LLC](https://advisorcensus.com/firm/waterford-financial-management-llc-fair-haven-mi-143810) ([md](https://advisorcensus.com/firm/waterford-financial-management-llc-fair-haven-mi-143810.md)) | 143810 | Fair Haven, MI | State-registered investment adviser | $25 million to $100 million | 19 | % of assets, Hourly, Fixed fee |
| [Wealth & Wellness Group, LLC](https://advisorcensus.com/firm/wealth-and-wellness-group-llc-brighton-mi-337631) ([md](https://advisorcensus.com/firm/wealth-and-wellness-group-llc-brighton-mi-337631.md)) | 337631 | Brighton, MI | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [White Pine Investment Co](https://advisorcensus.com/firm/white-pine-investment-co-livonia-mi-111556) ([md](https://advisorcensus.com/firm/white-pine-investment-co-livonia-mi-111556.md)) | 111556 | Livonia, MI | SEC-registered investment adviser | $500 million to $1 billion | 28 | % of assets |
| [William Mack & Associates Inc](https://advisorcensus.com/firm/william-mack-and-associates-inc-troy-mi-107377) ([md](https://advisorcensus.com/firm/william-mack-and-associates-inc-troy-mi-107377.md)) | 107377 | Troy, MI | SEC-registered investment adviser | $1 billion to $5 billion | 34 | % of assets, Hourly |
| [Williamson Ross Financial](https://advisorcensus.com/firm/williamson-ross-financial-novi-mi-301826) ([md](https://advisorcensus.com/firm/williamson-ross-financial-novi-mi-301826.md)) | 301826 | Novi, MI | State-registered investment adviser | Not reported | 7 | % of assets, Hourly |
| [Wittenberg Investments Inc.](https://advisorcensus.com/firm/wittenberg-investments-inc-troy-mi-297615) ([md](https://advisorcensus.com/firm/wittenberg-investments-inc-troy-mi-297615.md)) | 297615 | Troy, MI | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly |
| [Wolverine Wealth Advisory Services Inc.](https://advisorcensus.com/firm/wolverine-wealth-advisory-services-inc-bloomfield-hills-mi-146564) ([md](https://advisorcensus.com/firm/wolverine-wealth-advisory-services-inc-bloomfield-hills-mi-146564.md)) | 146564 | Bloomfield Hills, MI | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Yousif Capital Management, LLC](https://advisorcensus.com/firm/yousif-capital-management-llc-bloomfield-hills-mi-312511) ([md](https://advisorcensus.com/firm/yousif-capital-management-llc-bloomfield-hills-mi-312511.md)) | 312511 | Bloomfield Hills, MI | SEC-registered investment adviser | Over $5 billion | 5 | % of assets |

- Previous page: https://advisorcensus.com/advisors/mi/detroit/fee-only.md

## Questions people ask

**How many financial advisory firms are there in Detroit, MI?**
AdvisorCensus lists 332 investment advisory firms with a principal office in the Detroit metro area, from Form ADV filings as of October 2026: 168 SEC-registered, 140 state-registered, and 24 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Detroit, MI?**
97 of the 332 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Detroit, MI offer financial planning?**
202 of the 308 firms in Detroit, MI that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Detroit, MI fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 97 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

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Cite as: AdvisorCensus. Fee-only financial advisors in Detroit, MI: 97 firms from Form ADV filings as of October 2026.