# Flat-fee financial advisors in Detroit, MI

> AdvisorCensus lists 170 investment advisory firms with a principal office in the Detroit metro area that report fixed fees among their Form ADV Item 5.E compensation arrangements, 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/flat-fee/page/4

## At a glance

- Investment advisory firms: 170
- Registration: SEC-registered investment adviser: 100, State-registered investment adviser: 70
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 51 (30%); Percentage of assets 151 (89%); Hourly charges 103 (61%); Subscription fees (newsletter or periodical) 2 (1%); Fixed fees 170 (100%); Commissions 2 (1%); Performance-based fees 6 (4%); Other 17 (10%)
- Regulatory assets under management (Item 5.F): Under $25 million 32 (19%); $25 million to $100 million 26 (15%); $100 million to $500 million 60 (35%); $500 million to $1 billion 18 (11%); $1 billion to $5 billion 19 (11%); Over $5 billion 4 (2%); Not reported 11 (6%)
- Years registered: Under 5 years 55 (32%); 5 to 9 years 46 (27%); 10 to 19 years 39 (23%); 20 years or more 30 (18%)

## Firms (page 4 of 4, 151 to 170 of 170, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Team Covert, LLC](https://advisorcensus.com/firm/team-covert-llc-auburn-hills-mi-331269) ([md](https://advisorcensus.com/firm/team-covert-llc-auburn-hills-mi-331269.md)) | 331269 | Auburn Hills, MI | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [The Brock Group, LLC](https://advisorcensus.com/firm/the-brock-group-llc-plymouth-mi-142432) ([md](https://advisorcensus.com/firm/the-brock-group-llc-plymouth-mi-142432.md)) | 142432 | Plymouth, MI | State-registered investment adviser | $25 million to $100 million | 19 | % of assets, Hourly, Fixed fee |
| [The Financial Center, LLC](https://advisorcensus.com/firm/the-financial-center-llc-novi-mi-123393) ([md](https://advisorcensus.com/firm/the-financial-center-llc-novi-mi-123393.md)) | 123393 | Novi, MI | State-registered investment adviser | Not reported | 24 | % of assets, Hourly, Fixed fee |
| [The Nemes Rush Group, LLC](https://advisorcensus.com/firm/the-nemes-rush-group-llc-novi-mi-312554) ([md](https://advisorcensus.com/firm/the-nemes-rush-group-llc-novi-mi-312554.md)) | 312554 | Novi, MI | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Fixed fee |
| [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 Financial Services, Inc.](https://advisorcensus.com/firm/trinity-financial-services-inc-bloomfield-hills-mi-151051) ([md](https://advisorcensus.com/firm/trinity-financial-services-inc-bloomfield-hills-mi-151051.md)) | 151051 | Bloomfield Hills, MI | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee |
| [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 |
| [Trustee Empowerment & Protection, Inc.](https://advisorcensus.com/firm/trustee-empowerment-and-protection-inc-troy-mi-108249) ([md](https://advisorcensus.com/firm/trustee-empowerment-and-protection-inc-troy-mi-108249.md)) | 108249 | Troy, MI | SEC-registered investment adviser | Under $25 million | 24 | % of assets, Hourly, Fixed fee, Other |
| [Valstone Partners VI](https://advisorcensus.com/firm/valstone-partners-vi-birmingham-mi-300629) ([md](https://advisorcensus.com/firm/valstone-partners-vi-birmingham-mi-300629.md)) | 300629 | Birmingham, MI | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee, Performance fee |
| [Verde Capital Management, Inc.](https://advisorcensus.com/firm/verde-capital-management-inc-clarkston-mi-147179) ([md](https://advisorcensus.com/firm/verde-capital-management-inc-clarkston-mi-147179.md)) | 147179 | Clarkston, MI | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets, Fixed fee |
| [Verdura Wealth Management, LLC](https://advisorcensus.com/firm/verdura-wealth-management-llc-novi-mi-326847) ([md](https://advisorcensus.com/firm/verdura-wealth-management-llc-novi-mi-326847.md)) | 326847 | Novi, MI | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [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 |
| [Vima, LLC](https://advisorcensus.com/firm/vima-llc-troy-mi-148833) ([md](https://advisorcensus.com/firm/vima-llc-troy-mi-148833.md)) | 148833 | Troy, MI | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Vision Wealth Management, Inc.](https://advisorcensus.com/firm/vision-wealth-management-inc-commerce-twp-mi-324595) ([md](https://advisorcensus.com/firm/vision-wealth-management-inc-commerce-twp-mi-324595.md)) | 324595 | Commerce Twp, MI | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, 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 |
| [Wealth Management Services, LLC](https://advisorcensus.com/firm/wealth-management-services-llc-bloomfield-hills-mi-131012) ([md](https://advisorcensus.com/firm/wealth-management-services-llc-bloomfield-hills-mi-131012.md)) | 131012 | Bloomfield Hills, MI | State-registered investment adviser | Not reported | 22 | Hourly, Fixed fee |
| [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 |

- Previous page: https://advisorcensus.com/advisors/mi/detroit/flat-fee/page/3.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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- [Financial advisors in Detroit, MI](https://advisorcensus.com/advisors/mi/detroit) (https://advisorcensus.com/advisors/mi/detroit.md)
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Cite as: AdvisorCensus. Flat-fee financial advisors in Detroit, MI: 170 firms from Form ADV filings as of October 2026.