{
  "path": "/advisors/mi/fee-only",
  "url": "https://advisorcensus.com/advisors/mi/fee-only/page/2",
  "page_type": "state_fee",
  "title": "Fee-only financial advisors in Michigan",
  "filters": {},
  "scope_total": 282,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Michigan?",
      "a": "AdvisorCensus lists 783 investment advisory firms with a principal office in Michigan, from Form ADV filings as of October 2026: 308 SEC-registered, 418 state-registered, and 57 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Michigan?",
      "a": "282 of the 783 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."
    },
    {
      "q": "How many financial advisors in Michigan offer financial planning?",
      "a": "498 of the 726 firms in Michigan 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."
    },
    {
      "q": "Are the financial advisors in Michigan fiduciaries?",
      "a": "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 282 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "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."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "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."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "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."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 282 investment advisory firms with a principal office in Michigan 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.",
  "about_market": null,
  "citation": "AdvisorCensus. Fee-only financial advisors in Michigan: 282 firms from Form ADV filings as of October 2026.",
  "total_firms": 282,
  "page": 2,
  "total_pages": 6,
  "sort": "name",
  "registration_types": {
    "sec": 101,
    "state": 181,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 282
    },
    {
      "code": "percentage_of_aum",
      "count": 245
    },
    {
      "code": "hourly",
      "count": 126
    },
    {
      "code": "subscription",
      "count": 5
    },
    {
      "code": "fixed",
      "count": 154
    },
    {
      "code": "commissions",
      "count": 0
    },
    {
      "code": "performance_based",
      "count": 0
    },
    {
      "code": "other",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 96
    },
    {
      "code": "5_to_9",
      "count": 61
    },
    {
      "code": "10_to_19",
      "count": 64
    },
    {
      "code": "20_plus",
      "count": 61
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 100
    },
    {
      "code": "25m_100m",
      "count": 58
    },
    {
      "code": "100m_500m",
      "count": 55
    },
    {
      "code": "500m_1b",
      "count": 22
    },
    {
      "code": "1b_5b",
      "count": 18
    },
    {
      "code": "over_5b",
      "count": 3
    },
    {
      "code": "not_reported",
      "count": 26
    }
  ],
  "firms": [
    {
      "crd_number": 141939,
      "name": "Chipchat Technology Group LLC",
      "name_as_filed": "CHIPCHAT TECHNOLOGY GROUP LLC",
      "url": "https://advisorcensus.com/firm/chipchat-technology-group-llc-141939",
      "city": null,
      "state": null,
      "years_registered": 18,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172689,
      "name": "Clear Ridge Wealth Management, LLC",
      "name_as_filed": "CLEAR RIDGE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/clear-ridge-wealth-management-llc-kalamazoo-mi-172689",
      "city": "Kalamazoo",
      "state": "MI",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110180,
      "name": "CND Financial",
      "name_as_filed": "CND FINANCIAL",
      "url": "https://advisorcensus.com/firm/cnd-financial-livonia-mi-110180",
      "city": "Livonia",
      "state": "MI",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 124264,
      "name": "Cole Investment Advisors, Inc.",
      "name_as_filed": "COLE INVESTMENT ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/cole-investment-advisors-inc-124264",
      "city": null,
      "state": null,
      "years_registered": 14,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 124174,
      "name": "Columbia Asset Management, L.L.C.",
      "name_as_filed": "COLUMBIA ASSET MANAGEMENT, L.L.C.",
      "url": "https://advisorcensus.com/firm/columbia-asset-management-l-l-c-ann-arbor-mi-124174",
      "city": "Ann Arbor",
      "state": "MI",
      "years_registered": 23,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168084,
      "name": "Compound Value Advisers, LLC",
      "name_as_filed": "COMPOUND VALUE ADVISERS, LLC",
      "url": "https://advisorcensus.com/firm/compound-value-advisers-llc-grand-rapids-mi-168084",
      "city": "Grand Rapids",
      "state": "MI",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317759,
      "name": "Convert Financial Services LLC",
      "name_as_filed": "CONVERT FINANCIAL SERVICES LLC",
      "url": "https://advisorcensus.com/firm/convert-financial-services-llc-317759",
      "city": null,
      "state": null,
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 291197,
      "name": "Conway Asset Management, Inc.",
      "name_as_filed": "CONWAY ASSET MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/conway-asset-management-inc-grosse-pointe-farms-mi-291197",
      "city": "Grosse Pointe Farms",
      "state": "MI",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149293,
      "name": "Core Financial Planning",
      "name_as_filed": "CORE FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/core-financial-planning-bloomfield-hills-mi-149293",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 17,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330667,
      "name": "Coriander Financial Group LLC",
      "name_as_filed": "CORIANDER FINANCIAL GROUP LLC",
      "url": "https://advisorcensus.com/firm/coriander-financial-group-llc-330667",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140073,
      "name": "Cornerstone Asset Management, LLC",
      "name_as_filed": "CORNERSTONE ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/cornerstone-asset-management-llc-140073",
      "city": null,
      "state": null,
      "years_registered": 20,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 132058,
      "name": "Cranbrook Wealth Management, LLC",
      "name_as_filed": "CRANBROOK WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/cranbrook-wealth-management-llc-bloomfield-hills-mi-132058",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 20,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297000,
      "name": "CWS Financial Advisors LLC",
      "name_as_filed": "CWS FINANCIAL ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/cws-financial-advisors-llc-kalamazoo-mi-297000",
      "city": "Kalamazoo",
      "state": "MI",
      "years_registered": 8,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159037,
      "name": "Dale, Barry N.",
      "name_as_filed": "DALE, BARRY N.",
      "url": "https://advisorcensus.com/firm/dale-barry-n-159037",
      "city": null,
      "state": null,
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 124444,
      "name": "Daniel Investments, Inc.",
      "name_as_filed": "DANIEL INVESTMENTS, INC.",
      "url": "https://advisorcensus.com/firm/daniel-investments-inc-troy-mi-124444",
      "city": "Troy",
      "state": "MI",
      "years_registered": 17,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323029,
      "name": "Daniel Ryan Financial LLC",
      "name_as_filed": "DANIEL RYAN FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/daniel-ryan-financial-llc-323029",
      "city": null,
      "state": null,
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 294926,
      "name": "Darden Wealth Group",
      "name_as_filed": "DARDEN WEALTH GROUP",
      "url": "https://advisorcensus.com/firm/darden-wealth-group-ann-arbor-mi-294926",
      "city": "Ann Arbor",
      "state": "MI",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339663,
      "name": "Delta Financial, Inc.",
      "name_as_filed": "DELTA FINANCIAL, INC.",
      "url": "https://advisorcensus.com/firm/delta-financial-inc-escanaba-mi-339663",
      "city": "Escanaba",
      "state": "MI",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121560,
      "name": "Deroy & Devereaux Private Investment Counsel, Inc.",
      "name_as_filed": "DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC.",
      "url": "https://advisorcensus.com/firm/deroy-and-devereaux-private-investment-counsel-inc-bloomfield-hills-mi-121560",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 24,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 308426,
      "name": "Derrin Leigh LLC",
      "name_as_filed": "DERRIN LEIGH LLC",
      "url": "https://advisorcensus.com/firm/derrin-leigh-llc-308426",
      "city": null,
      "state": null,
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104662,
      "name": "Dillon & Associates Inc",
      "name_as_filed": "DILLON & ASSOCIATES INC",
      "url": "https://advisorcensus.com/firm/dillon-and-associates-inc-jackson-mi-104662",
      "city": "Jackson",
      "state": "MI",
      "years_registered": 38,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338903,
      "name": "Dishow Wealth Management LLC",
      "name_as_filed": "DISHOW WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/dishow-wealth-management-llc-338903",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 124256,
      "name": "Diversified Consumer Planning",
      "name_as_filed": "DIVERSIFIED CONSUMER PLANNING",
      "url": "https://advisorcensus.com/firm/diversified-consumer-planning-124256",
      "city": null,
      "state": null,
      "years_registered": 38,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108942,
      "name": "Diversified Portfolios, Inc.",
      "name_as_filed": "DIVERSIFIED PORTFOLIOS, INC.",
      "url": "https://advisorcensus.com/firm/diversified-portfolios-inc-bloomfield-hills-mi-108942",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 27,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 319351,
      "name": "DS Investment Advisors",
      "name_as_filed": "DS INVESTMENT ADVISORS",
      "url": "https://advisorcensus.com/firm/ds-investment-advisors-grand-rapids-mi-319351",
      "city": "Grand Rapids",
      "state": "MI",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121841,
      "name": "DWP",
      "name_as_filed": "DWP",
      "url": "https://advisorcensus.com/firm/dwp-grosse-pointe-farms-mi-121841",
      "city": "Grosse Pointe Farms",
      "state": "MI",
      "years_registered": 21,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306788,
      "name": "East Shore Advisors, LLC",
      "name_as_filed": "EAST SHORE ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/east-shore-advisors-llc-306788",
      "city": null,
      "state": null,
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333360,
      "name": "Exchange Street Capital",
      "name_as_filed": "EXCHANGE STREET CAPITAL",
      "url": "https://advisorcensus.com/firm/exchange-street-capital-spring-lake-mi-333360",
      "city": "Spring Lake",
      "state": "MI",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285630,
      "name": "Face 2 Face Financial Planning, LLC",
      "name_as_filed": "FACE 2 FACE FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/face-2-face-financial-planning-llc-portage-mi-285630",
      "city": "Portage",
      "state": "MI",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105624,
      "name": "Fairlane Investment Advisors Inc",
      "name_as_filed": "FAIRLANE INVESTMENT ADVISORS INC",
      "url": "https://advisorcensus.com/firm/fairlane-investment-advisors-inc-northville-mi-105624",
      "city": "Northville",
      "state": "MI",
      "years_registered": 12,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 124166,
      "name": "Falconer Group",
      "name_as_filed": "FALCONER GROUP",
      "url": "https://advisorcensus.com/firm/falconer-group-traverse-city-mi-124166",
      "city": "Traverse City",
      "state": "MI",
      "years_registered": 27,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 230790,
      "name": "Fern Capital Inc.",
      "name_as_filed": "FERN CAPITAL INC.",
      "url": "https://advisorcensus.com/firm/fern-capital-inc-230790",
      "city": null,
      "state": null,
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284829,
      "name": "Fintentional LLC",
      "name_as_filed": "FINTENTIONAL LLC",
      "url": "https://advisorcensus.com/firm/fintentional-llc-birmingham-mi-284829",
      "city": "Birmingham",
      "state": "MI",
      "years_registered": 10,
      "raum_band": "under_25m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325113,
      "name": "First Dollar Saved LLC",
      "name_as_filed": "FIRST DOLLAR SAVED LLC",
      "url": "https://advisorcensus.com/firm/first-dollar-saved-llc-325113",
      "city": null,
      "state": null,
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289483,
      "name": "Firstmetric",
      "name_as_filed": "FIRSTMETRIC",
      "url": "https://advisorcensus.com/firm/firstmetric-troy-mi-289483",
      "city": "Troy",
      "state": "MI",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341496,
      "name": "Fitsha Consulting",
      "name_as_filed": "FITSHA CONSULTING",
      "url": "https://advisorcensus.com/firm/fitsha-consulting-341496",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334449,
      "name": "Ford Financial Fitness",
      "name_as_filed": "FORD FINANCIAL FITNESS",
      "url": "https://advisorcensus.com/firm/ford-financial-fitness-334449",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
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    },
    {
      "crd_number": 339490,
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      "name_as_filed": "FUTR WEALTH MANAGEMENT LLC",
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    {
      "crd_number": 124332,
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      "name_as_filed": "GEM ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/gem-asset-management-llc-plymouth-mi-124332",
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    {
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      "name_as_filed": "GOLD COAST CAPITAL MANAGEMENT, LLC",
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    },
    {
      "crd_number": 107645,
      "name": "GPM Growth Investors, Inc.",
      "name_as_filed": "GPM GROWTH INVESTORS, INC.",
      "url": "https://advisorcensus.com/firm/gpm-growth-investors-inc-bloomfield-hills-mi-107645",
      "city": "Bloomfield Hills",
      "state": "MI",
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    },
    {
      "crd_number": 281534,
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      "name_as_filed": "GPS FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/gps-financial-group-llc-grand-rapids-mi-281534",
      "city": "Grand Rapids",
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    },
    {
      "crd_number": 333499,
      "name": "Grad Wealth Management PLLC",
      "name_as_filed": "GRAD WEALTH MANAGEMENT PLLC",
      "url": "https://advisorcensus.com/firm/grad-wealth-management-pllc-livonia-mi-333499",
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      "name_as_filed": "GRAND STREET WEALTH MANAGEMENT, LLC",
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    {
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      ],
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    },
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      "name_as_filed": "GREYSTONE FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/greystone-financial-group-llc-bloomfield-hills-mi-306595",
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      {
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        "label": "Fee-only financial advisors in Grand Rapids, MI"
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      {
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      },
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      },
      {
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      },
      {
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      },
      {
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        "firm_count": 1,
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      }
    ]
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
