{ "path": "/advisors/mi/flat-fee", "url": "https://advisorcensus.com/advisors/mi/flat-fee/page/2", "page_type": "state_fee", "title": "Flat-fee financial advisors in Michigan", "filters": {}, "scope_total": 416, "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 416 investment advisory firms with a principal office in Michigan 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.", "about_market": null, "citation": "AdvisorCensus. Flat-fee financial advisors in Michigan: 416 firms from Form ADV filings as of October 2026.", "total_firms": 416, "page": 2, "total_pages": 9, "sort": "name", "registration_types": { "sec": 194, "state": 222, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 154 }, { "code": "percentage_of_aum", "count": 363 }, { "code": "hourly", "count": 271 }, { "code": "subscription", "count": 9 }, { "code": "fixed", "count": 416 }, { "code": "commissions", "count": 11 }, { "code": "performance_based", "count": 13 }, { "code": "other", "count": 36 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 156 }, { "code": "5_to_9", "count": 103 }, { "code": "10_to_19", "count": 92 }, { "code": "20_plus", "count": 65 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 114 }, { "code": "25m_100m", "count": 68 }, { "code": "100m_500m", "count": 112 }, { "code": "500m_1b", "count": 40 }, { "code": "1b_5b", "count": 35 }, { "code": "over_5b", "count": 9 }, { "code": "not_reported", "count": 38 } ], "firms": [ { "crd_number": 337606, "name": "Black Walnut Wealth Management", "name_as_filed": "BLACK WALNUT WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/black-walnut-wealth-management-traverse-city-mi-337606", "city": "Traverse City", "state": "MI", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 132437, "name": "Blue Chip Partners, LLC", "name_as_filed": "BLUE CHIP PARTNERS, LLC", "url": "https://advisorcensus.com/firm/blue-chip-partners-llc-farmington-hills-mi-132437", "city": "Farmington Hills", "state": "MI", "years_registered": 21, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 175362, "name": "Blue Water Asset Management", "name_as_filed": "BLUE WATER ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/blue-water-asset-management-grand-rapids-mi-175362", "city": "Grand Rapids", "state": "MI", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312902, "name": "Blueprint Partners LLC", "name_as_filed": "BLUEPRINT PARTNERS LLC", "url": "https://advisorcensus.com/firm/blueprint-partners-llc-traverse-city-mi-312902", "city": "Traverse City", "state": "MI", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 310308, "name": "Boardwalk Wealth Management", "name_as_filed": "BOARDWALK WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/boardwalk-wealth-management-ann-arbor-mi-310308", "city": "Ann Arbor", "state": "MI", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 338244, "name": "Bostwick Investment Consulting", "name_as_filed": "BOSTWICK INVESTMENT CONSULTING", "url": "https://advisorcensus.com/firm/bostwick-investment-consulting-grand-rapids-mi-338244", "city": "Grand Rapids", "state": "MI", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310255, "name": "Bowline Financial, LLC", "name_as_filed": "BOWLINE FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/bowline-financial-llc-grosse-pointe-woods-mi-310255", "city": "Grosse Pointe Woods", "state": "MI", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 158007, "name": "Braeburn Wealth Management, LLC", "name_as_filed": "BRAEBURN WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/braeburn-wealth-management-llc-muskegon-mi-158007", "city": "Muskegon", "state": "MI", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107600, "name": "Brick Capital Management Inc", "name_as_filed": "BRICK CAPITAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/brick-capital-management-inc-east-lansing-mi-107600", "city": "East Lansing", "state": "MI", "years_registered": 33, "raum_band": "1b_5b", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 332837, "name": "Bridgewise Wealth Management", "name_as_filed": "BRIDGEWISE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/bridgewise-wealth-management-troy-mi-332837", "city": "Troy", "state": "MI", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107931, "name": "Bright Financial Advisors, Inc.", "name_as_filed": "BRIGHT FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/bright-financial-advisors-inc-portage-mi-107931", "city": "Portage", "state": "MI", "years_registered": 26, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329624, "name": "Brookwood Financial Services", "name_as_filed": "BROOKWOOD FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/brookwood-financial-services-oscoda-mi-329624", "city": "Oscoda", "state": "MI", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169330, "name": "Brown Financial Planning LLC", "name_as_filed": "BROWN FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/brown-financial-planning-llc-169330", "city": null, "state": null, "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319339, "name": "Burnham & Company LLC", "name_as_filed": "BURNHAM & COMPANY LLC", "url": "https://advisorcensus.com/firm/burnham-and-company-llc-grand-rapids-mi-319339", "city": "Grand Rapids", "state": "MI", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 151501, "name": "C2 Private Wealth", "name_as_filed": "C2 PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/c2-private-wealth-novi-mi-151501", "city": "Novi", "state": "MI", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 143973, "name": "Calder Financial Group", "name_as_filed": "CALDER FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/calder-financial-group-ada-mi-143973", "city": "Ada", "state": "MI", "years_registered": 19, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 124524, "name": "Calvert Planning Corporation", "name_as_filed": "CALVERT PLANNING CORPORATION", "url": "https://advisorcensus.com/firm/calvert-planning-corporation-troy-mi-124524", "city": "Troy", "state": "MI", "years_registered": 28, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335128, "name": "Cambient Family Office, LLC", "name_as_filed": "CAMBIENT FAMILY OFFICE, LLC", "url": "https://advisorcensus.com/firm/cambient-family-office-llc-ada-mi-335128", "city": "Ada", "state": "MI", "years_registered": 1, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 173736, "name": "Captrust Wealth Advisors", "name_as_filed": "CAPTRUST WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/captrust-wealth-advisors-holland-mi-173736", "city": "Holland", "state": "MI", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 330834, "name": "Carrera Capital Advisors", "name_as_filed": "CARRERA CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/carrera-capital-advisors-troy-mi-330834", "city": "Troy", "state": "MI", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318990, "name": "Castle Wealth Group Investments LLC", "name_as_filed": "CASTLE WEALTH GROUP INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/castle-wealth-group-investments-llc-brighton-mi-318990", "city": "Brighton", "state": "MI", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 7763, "name": "Centennial Securities Company Inc", "name_as_filed": "CENTENNIAL SECURITIES COMPANY INC", "url": "https://advisorcensus.com/firm/centennial-securities-company-inc-grand-rapids-mi-7763", "city": "Grand Rapids", "state": "MI", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 138054, "name": "Centennial Wealth Advisory, LLC", "name_as_filed": "CENTENNIAL WEALTH ADVISORY, LLC", "url": "https://advisorcensus.com/firm/centennial-wealth-advisory-llc-traverse-city-mi-138054", "city": "Traverse City", "state": "MI", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 109599, "name": "Center for Financial Planning Inc", "name_as_filed": "CENTER FOR FINANCIAL PLANNING INC", "url": "https://advisorcensus.com/firm/center-for-financial-planning-inc-southfield-mi-109599", "city": "Southfield", "state": "MI", "years_registered": 20, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 110929, "name": "CG Advisory Services", "name_as_filed": "CG ADVISORY SERVICES", "url": "https://advisorcensus.com/firm/cg-advisory-services-williamston-mi-110929", "city": "Williamston", "state": "MI", "years_registered": 20, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 171611, "name": "Chessie Advisors, LLC", "name_as_filed": "CHESSIE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/chessie-advisors-llc-171611", "city": null, "state": null, "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "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": 319466, "name": "CIG Asset Management", "name_as_filed": "CIG ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/cig-asset-management-lansing-mi-319466", "city": "Lansing", "state": "MI", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 123609, "name": "CIG Asset Management, Inc.", "name_as_filed": "CIG ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/cig-asset-management-inc-southfield-mi-123609", "city": "Southfield", "state": "MI", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 288297, "name": "Cirrus Capital LLC", "name_as_filed": "CIRRUS CAPITAL LLC", "url": "https://advisorcensus.com/firm/cirrus-capital-llc-bloomfield-hills-mi-288297", "city": "Bloomfield Hills", "state": "MI", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "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": 327199, "name": "Clearview Capital", "name_as_filed": "CLEARVIEW CAPITAL", "url": "https://advisorcensus.com/firm/clearview-capital-holland-mi-327199", "city": "Holland", "state": "MI", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "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": 304446, "name": "Colloquium Asset Management, Inc.", "name_as_filed": "COLLOQUIUM ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/colloquium-asset-management-inc-novi-mi-304446", "city": "Novi", "state": "MI", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "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": 140367, "name": "Concorde Asset Management, LLC", "name_as_filed": "CONCORDE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/concorde-asset-management-llc-ann-arbor-mi-140367", "city": "Ann Arbor", "state": "MI", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 125936, "name": "Confidential Management Advisors, Inc.", "name_as_filed": "CONFIDENTIAL MANAGEMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/confidential-management-advisors-inc-troy-mi-125936", "city": "Troy", "state": "MI", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340449, "name": "Connected Financial Strategies LLC", "name_as_filed": "CONNECTED FINANCIAL STRATEGIES LLC", "url": "https://advisorcensus.com/firm/connected-financial-strategies-llc-340449", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "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": 158819, "name": "Corecap Advisors", "name_as_filed": "CORECAP ADVISORS", "url": "https://advisorcensus.com/firm/corecap-advisors-southfield-mi-158819", "city": "Southfield", "state": "MI", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 146602, "name": "Cornerstone Wealth Partners, LLC", "name_as_filed": "CORNERSTONE WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/cornerstone-wealth-partners-llc-okemos-mi-146602", "city": "Okemos", "state": "MI", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 139067, "name": "CPR Investments Inc", "name_as_filed": "CPR INVESTMENTS INC", "url": "https://advisorcensus.com/firm/cpr-investments-inc-rochester-mi-139067", "city": "Rochester", "state": "MI", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "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": 336337, "name": "Crystal Coast Wealth Advisors LLC", "name_as_filed": "CRYSTAL COAST WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/crystal-coast-wealth-advisors-llc-cadillac-mi-336337", "city": "Cadillac", "state": "MI", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 308633, "name": "Cultivate Financial Wellness, LLC", "name_as_filed": "CULTIVATE FINANCIAL WELLNESS, LLC", "url": "https://advisorcensus.com/firm/cultivate-financial-wellness-llc-howell-mi-308633", "city": "Howell", "state": "MI", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340956, "name": "Custom Wealth Management", "name_as_filed": "CUSTOM WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/custom-wealth-management-plymouth-mi-340956", "city": "Plymouth", "state": "MI", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "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": 312340, "name": "Cypress Capital Wealth Management LLC", "name_as_filed": "CYPRESS CAPITAL WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/cypress-capital-wealth-management-llc-ann-arbor-mi-312340", "city": "Ann Arbor", "state": "MI", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/mi", "label": "Financial advisors in Michigan" }, "fee_pages": [ { "path": "/advisors/mi/fee-only", "label": "Fee-only 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"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" } }