{ "path": "/advisors/mi/fee-only", "url": "https://advisorcensus.com/advisors/mi/fee-only/page/4", "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": 4, "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": 39991, "name": "Manitou Capital Management, Inc.", "name_as_filed": "MANITOU CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/manitou-capital-management-inc-frankfort-mi-39991", "city": "Frankfort", "state": "MI", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 314667, "name": "Marketocracy Masters Capital Management LLC", "name_as_filed": "MARKETOCRACY MASTERS CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/marketocracy-masters-capital-management-llc-northville-mi-314667", "city": "Northville", "state": "MI", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 104922, "name": "Maxwell Investment Advisory Services", "name_as_filed": "MAXWELL INVESTMENT ADVISORY SERVICES", "url": "https://advisorcensus.com/firm/maxwell-investment-advisory-services-troy-mi-104922", "city": "Troy", "state": "MI", "years_registered": 24, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 157836, "name": "McMillan Office, Inc.", "name_as_filed": "MCMILLAN OFFICE, INC.", "url": "https://advisorcensus.com/firm/mcmillan-office-inc-st-clair-shores-mi-157836", "city": "St. Clair Shores", "state": "MI", "years_registered": 15, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 297823, "name": "MD Wealth Management, LLC", "name_as_filed": "MD WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/md-wealth-management-llc-chelsea-mi-297823", "city": "Chelsea", "state": "MI", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 331844, "name": "Meadowbrook Asset Management, LLC", "name_as_filed": "MEADOWBROOK ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/meadowbrook-asset-management-llc-rochester-hills-mi-331844", "city": "Rochester Hills", "state": "MI", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 109960, "name": "Meadowbrook Investment Advisors LLC", "name_as_filed": "MEADOWBROOK INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/meadowbrook-investment-advisors-llc-livonia-mi-109960", "city": "Livonia", "state": "MI", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 125389, "name": "Midwest Capital Advisors, LLC", "name_as_filed": "MIDWEST CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/midwest-capital-advisors-llc-grand-rapids-mi-125389", "city": "Grand Rapids", "state": "MI", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 331723, "name": "Milieu Personal Finance LLC", "name_as_filed": "MILIEU PERSONAL FINANCE LLC", "url": "https://advisorcensus.com/firm/milieu-personal-finance-llc-331723", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 124489, "name": "Miller Capital", "name_as_filed": "MILLER CAPITAL", "url": "https://advisorcensus.com/firm/miller-capital-troy-mi-124489", "city": "Troy", "state": "MI", "years_registered": 21, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339228, "name": "Modell Capital Management LLC", "name_as_filed": "MODELL CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/modell-capital-management-llc-bloomfield-hills-mi-339228", "city": "Bloomfield Hills", "state": "MI", "years_registered": 0, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 144105, "name": "Moore Financial Strategies, LLC", "name_as_filed": "MOORE FINANCIAL STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/moore-financial-strategies-llc-sylvan-lake-mi-144105", "city": "Sylvan Lake", "state": "MI", "years_registered": 16, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 124047, "name": "Morter Investment Management LLC", "name_as_filed": "MORTER INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/morter-investment-management-llc-124047", "city": null, "state": null, "years_registered": 27, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 312303, "name": "Motive Wealth Advisors, LLC", "name_as_filed": "MOTIVE WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/motive-wealth-advisors-llc-birmingham-mi-312303", "city": "Birmingham", "state": "MI", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 338048, "name": "MSDR Partners, LLC", "name_as_filed": "MSDR PARTNERS, LLC", "url": "https://advisorcensus.com/firm/msdr-partners-llc-338048", "city": null, "state": null, "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107446, "name": "N.V.N.G. Investments, Inc.", "name_as_filed": "N.V.N.G. INVESTMENTS, INC.", "url": "https://advisorcensus.com/firm/n-v-n-g-investments-inc-kalamazoo-mi-107446", "city": "Kalamazoo", "state": "MI", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 324779, "name": "Namesake Group", "name_as_filed": "NAMESAKE GROUP", "url": "https://advisorcensus.com/firm/namesake-group-324779", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 317543, "name": "Neville Wealth Management", "name_as_filed": "NEVILLE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/neville-wealth-management-317543", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 299117, "name": "New View Financial, LLC", "name_as_filed": "NEW VIEW FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/new-view-financial-llc-auburn-hills-mi-299117", "city": "Auburn Hills", "state": "MI", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 336228, "name": "Noble Street Wealth Management", "name_as_filed": "NOBLE STREET WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/noble-street-wealth-management-grand-rapids-mi-336228", "city": "Grand Rapids", "state": "MI", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 121088, "name": "Northern Financial Advisors, Inc", "name_as_filed": "NORTHERN FINANCIAL ADVISORS, INC", "url": "https://advisorcensus.com/firm/northern-financial-advisors-inc-bloomfield-hills-mi-121088", "city": "Bloomfield Hills", "state": "MI", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 104683, "name": "NPF Investment Advisors", "name_as_filed": "NPF INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/npf-investment-advisors-grand-rapids-mi-104683", "city": "Grand Rapids", "state": "MI", "years_registered": 42, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284089, "name": "Nylrem Asset Management, LLC", "name_as_filed": "NYLREM ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/nylrem-asset-management-llc-284089", "city": null, "state": null, "years_registered": 10, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 291514, "name": "Objective Investments, LLC", "name_as_filed": "OBJECTIVE INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/objective-investments-llc-291514", "city": null, "state": null, "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 122500, "name": "Old Oak Financial Planning, Inc.", "name_as_filed": "OLD OAK FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/old-oak-financial-planning-inc-brighton-mi-122500", "city": "Brighton", "state": "MI", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 135430, "name": "Oliver Financial Planning LLC", "name_as_filed": "OLIVER FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/oliver-financial-planning-llc-ann-arbor-mi-135430", "city": "Ann Arbor", "state": "MI", "years_registered": 21, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311374, "name": "Ontrack Wealth Management", "name_as_filed": "ONTRACK WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/ontrack-wealth-management-canton-mi-311374", "city": "Canton", "state": "MI", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 334911, "name": "Orcus Investment Advisors, LLC", "name_as_filed": "ORCUS INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/orcus-investment-advisors-llc-elk-rapids-mi-334911", "city": "Elk Rapids", "state": "MI", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 337411, "name": "Our Investment GUY", "name_as_filed": "OUR INVESTMENT GUY", "url": "https://advisorcensus.com/firm/our-investment-guy-337411", "city": null, "state": null, "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330380, "name": "Park Investments and Consulting LLC", "name_as_filed": "PARK INVESTMENTS AND CONSULTING LLC", "url": "https://advisorcensus.com/firm/park-investments-and-consulting-llc-grosse-pointe-farms-mi-330380", "city": "Grosse Pointe Farms", "state": "MI", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 159416, "name": "Pathway Financial Planning", "name_as_filed": "PATHWAY FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/pathway-financial-planning-novi-mi-159416", "city": "Novi", "state": "MI", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 317437, "name": "Patriots First Financial Advisors, LLC", "name_as_filed": "PATRIOTS FIRST FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/patriots-first-financial-advisors-llc-317437", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 137238, "name": "Patterson Advisors", "name_as_filed": "PATTERSON ADVISORS", "url": "https://advisorcensus.com/firm/patterson-advisors-137238", "city": null, "state": null, "years_registered": 20, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 155217, "name": "PDM Investment Services, LLC", "name_as_filed": "PDM INVESTMENT SERVICES, LLC", "url": "https://advisorcensus.com/firm/pdm-investment-services-llc-155217", "city": null, "state": null, "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 293590, "name": "Pierce Financial LLC", "name_as_filed": "PIERCE FINANCIAL LLC", "url": "https://advisorcensus.com/firm/pierce-financial-llc-ann-arbor-mi-293590", "city": "Ann Arbor", "state": "MI", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110268, "name": "Planning Alternatives Ltd", "name_as_filed": "PLANNING ALTERNATIVES LTD", "url": "https://advisorcensus.com/firm/planning-alternatives-ltd-birmingham-mi-110268", "city": "Birmingham", "state": "MI", "years_registered": 43, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330175, "name": "Planpath Financial", "name_as_filed": "PLANPATH FINANCIAL", "url": "https://advisorcensus.com/firm/planpath-financial-marquette-mi-330175", "city": "Marquette", "state": "MI", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168260, "name": "Planvesting, LLC", "name_as_filed": "PLANVESTING, LLC", "url": "https://advisorcensus.com/firm/planvesting-llc-168260", "city": null, "state": null, "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152520, "name": "Pointe Capital Management LLC", "name_as_filed": "POINTE CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/pointe-capital-management-llc-grosse-pointe-farms-mi-152520", "city": "Grosse Pointe Farms", "state": "MI", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 151379, "name": "Pointe Equity Partners LLC", "name_as_filed": "POINTE EQUITY PARTNERS LLC", "url": "https://advisorcensus.com/firm/pointe-equity-partners-llc-151379", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 317215, "name": "Predmore Advisors LLC", "name_as_filed": "PREDMORE ADVISORS LLC", "url": "https://advisorcensus.com/firm/predmore-advisors-llc-rochester-hills-mi-317215", "city": "Rochester Hills", "state": "MI", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 301923, "name": "Prosperity Wealth Strategies LLC", "name_as_filed": "PROSPERITY WEALTH STRATEGIES LLC", "url": "https://advisorcensus.com/firm/prosperity-wealth-strategies-llc-bloomfield-hills-mi-301923", "city": "Bloomfield Hills", "state": "MI", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106976, "name": "Provident Investment Management, Inc.", "name_as_filed": "PROVIDENT INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/provident-investment-management-inc-novi-mi-106976", "city": "Novi", "state": "MI", "years_registered": 45, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 342752, "name": "Quarton Capital Partners", "name_as_filed": "QUARTON CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/quarton-capital-partners-birmingham-mi-342752", "city": "Birmingham", "state": "MI", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 109375, "name": "R.J. Sutts & Company", "name_as_filed": "R.J. 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