{
  "path": "/advisors/mi/flat-fee",
  "url": "https://advisorcensus.com/advisors/mi/flat-fee/page/5",
  "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": 5,
  "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": 284560,
      "name": "Isto Advisors, LLC",
      "name_as_filed": "ISTO ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/isto-advisors-llc-troy-mi-284560",
      "city": "Troy",
      "state": "MI",
      "years_registered": 10,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304029,
      "name": "J Wilson Wealth Management",
      "name_as_filed": "J WILSON WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/j-wilson-wealth-management-davison-mi-304029",
      "city": "Davison",
      "state": "MI",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111079,
      "name": "Jackson National Asset Management, LLC",
      "name_as_filed": "JACKSON NATIONAL ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/jackson-national-asset-management-llc-lansing-mi-111079",
      "city": "Lansing",
      "state": "MI",
      "years_registered": 25,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169628,
      "name": "JDV Wealth Advisors, LLC",
      "name_as_filed": "JDV WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/jdv-wealth-advisors-llc-grand-blanc-mi-169628",
      "city": "Grand Blanc",
      "state": "MI",
      "years_registered": 12,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 124456,
      "name": "JFR Financial Services, Inc.",
      "name_as_filed": "JFR FINANCIAL SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/jfr-financial-services-inc-trenton-mi-124456",
      "city": "Trenton",
      "state": "MI",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169219,
      "name": "JIM Roberts Investment Advisors LLC",
      "name_as_filed": "JIM ROBERTS INVESTMENT ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/jim-roberts-investment-advisors-llc-st-joseph-mi-169219",
      "city": "St. Joseph",
      "state": "MI",
      "years_registered": 12,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110799,
      "name": "John A. Wolfe & Associates, Inc.",
      "name_as_filed": "JOHN A. WOLFE & ASSOCIATES, INC.",
      "url": "https://advisorcensus.com/firm/john-a-wolfe-and-associates-inc-portage-mi-110799",
      "city": "Portage",
      "state": "MI",
      "years_registered": 36,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 124018,
      "name": "JVL Wealth Strategies",
      "name_as_filed": "JVL WEALTH STRATEGIES",
      "url": "https://advisorcensus.com/firm/jvl-wealth-strategies-wyoming-mi-124018",
      "city": "Wyoming",
      "state": "MI",
      "years_registered": 23,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329379,
      "name": "Kalaj Capital",
      "name_as_filed": "KALAJ CAPITAL",
      "url": "https://advisorcensus.com/firm/kalaj-capital-329379",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330030,
      "name": "Kastler Financial Planning",
      "name_as_filed": "KASTLER FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/kastler-financial-planning-330030",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340289,
      "name": "Kava Financial LLC",
      "name_as_filed": "KAVA FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/kava-financial-llc-340289",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108964,
      "name": "Kaydan Wealth Management, Inc.",
      "name_as_filed": "KAYDAN WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/kaydan-wealth-management-inc-fenton-mi-108964",
      "city": "Fenton",
      "state": "MI",
      "years_registered": 6,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323502,
      "name": "Kidd Financial Planning, LLC.",
      "name_as_filed": "KIDD FINANCIAL PLANNING, LLC.",
      "url": "https://advisorcensus.com/firm/kidd-financial-planning-llc-livonia-mi-323502",
      "city": "Livonia",
      "state": "MI",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332355,
      "name": "Kraft Capital",
      "name_as_filed": "KRAFT CAPITAL",
      "url": "https://advisorcensus.com/firm/kraft-capital-ann-arbor-mi-332355",
      "city": "Ann Arbor",
      "state": "MI",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 138959,
      "name": "Kral Financial Advisors, LLC",
      "name_as_filed": "KRAL FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/kral-financial-advisors-llc-plymouth-mi-138959",
      "city": "Plymouth",
      "state": "MI",
      "years_registered": 20,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142928,
      "name": "KRS Capital Management, LLC",
      "name_as_filed": "KRS CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/krs-capital-management-llc-bloomfield-hills-mi-142928",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154556,
      "name": "Kuli Capital Management",
      "name_as_filed": "KULI CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/kuli-capital-management-154556",
      "city": null,
      "state": null,
      "years_registered": 15,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343032,
      "name": "Lakepoint Wealth Partners",
      "name_as_filed": "LAKEPOINT WEALTH PARTNERS",
      "url": "https://advisorcensus.com/firm/lakepoint-wealth-partners-highland-mi-343032",
      "city": "Highland",
      "state": "MI",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 321165,
      "name": "Leonard Advisory Group LLC",
      "name_as_filed": "LEONARD ADVISORY GROUP LLC",
      "url": "https://advisorcensus.com/firm/leonard-advisory-group-llc-saint-joseph-mi-321165",
      "city": "Saint Joseph",
      "state": "MI",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106063,
      "name": "Liberty Capital Management Inc",
      "name_as_filed": "LIBERTY CAPITAL MANAGEMENT INC",
      "url": "https://advisorcensus.com/firm/liberty-capital-management-inc-birmingham-mi-106063",
      "city": "Birmingham",
      "state": "MI",
      "years_registered": 33,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 115024,
      "name": "Liberty Financial Planning, Inc.",
      "name_as_filed": "LIBERTY FINANCIAL PLANNING, INC.",
      "url": "https://advisorcensus.com/firm/liberty-financial-planning-inc-115024",
      "city": null,
      "state": null,
      "years_registered": 24,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290250,
      "name": "Lifecycle Financial Planners Inc.",
      "name_as_filed": "LIFECYCLE FINANCIAL PLANNERS INC.",
      "url": "https://advisorcensus.com/firm/lifecycle-financial-planners-inc-bloomfield-hills-mi-290250",
      "city": "Bloomfield Hills",
      "state": "MI",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130082,
      "name": "Lifegoals Financial Group",
      "name_as_filed": "LIFEGOALS FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/lifegoals-financial-group-owosso-mi-130082",
      "city": "Owosso",
      "state": "MI",
      "years_registered": 22,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288255,
      "name": "Lifeworks Advisors, LLC",
      "name_as_filed": "LIFEWORKS ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/lifeworks-advisors-llc-grand-rapids-mi-288255",
      "city": "Grand Rapids",
      "state": "MI",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324958,
      "name": "Lightsquare Wealth Management, LLC",
      "name_as_filed": "LIGHTSQUARE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/lightsquare-wealth-management-llc-bingham-farms-mi-324958",
      "city": "Bingham Farms",
      "state": "MI",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333674,
      "name": "Lotv Planning & Consulting",
      "name_as_filed": "LOTV PLANNING & CONSULTING",
      "url": "https://advisorcensus.com/firm/lotv-planning-and-consulting-333674",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111039,
      "name": "LVM Capital Management Ltd",
      "name_as_filed": "LVM CAPITAL MANAGEMENT LTD",
      "url": "https://advisorcensus.com/firm/lvm-capital-management-ltd-portage-mi-111039",
      "city": "Portage",
      "state": "MI",
      "years_registered": 38,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 124228,
      "name": "LVZ, Inc.",
      "name_as_filed": "LVZ, INC.",
      "url": "https://advisorcensus.com/firm/lvz-inc-holland-mi-124228",
      "city": "Holland",
      "state": "MI",
      "years_registered": 20,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327230,
      "name": "Lyman Financial",
      "name_as_filed": "LYMAN FINANCIAL",
      "url": "https://advisorcensus.com/firm/lyman-financial-327230",
      "city": null,
      "state": null,
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158269,
      "name": "M1 Capital Management LLC",
      "name_as_filed": "M1 CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/m1-capital-management-llc-troy-mi-158269",
      "city": "Troy",
      "state": "MI",
      "years_registered": 15,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334849,
      "name": "Magna Advisors",
      "name_as_filed": "MAGNA ADVISORS",
      "url": "https://advisorcensus.com/firm/magna-advisors-334849",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109528,
      "name": "Mainstay Capital Management, LLC",
      "name_as_filed": "MAINSTAY CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/mainstay-capital-management-llc-grand-blanc-mi-109528",
      "city": "Grand Blanc",
      "state": "MI",
      "years_registered": 25,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109574,
      "name": "Managed Asset Portfolios, LLC",
      "name_as_filed": "MANAGED ASSET PORTFOLIOS, LLC",
      "url": "https://advisorcensus.com/firm/managed-asset-portfolios-llc-rochester-mi-109574",
      "city": "Rochester",
      "state": "MI",
      "years_registered": 25,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 308146,
      "name": "Maner Wealth",
      "name_as_filed": "MANER WEALTH",
      "url": "https://advisorcensus.com/firm/maner-wealth-lansing-mi-308146",
      "city": "Lansing",
      "state": "MI",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 160552,
      "name": "Mangotree Capital, LLC",
      "name_as_filed": "MANGOTREE CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/mangotree-capital-llc-sterling-heights-mi-160552",
      "city": "Sterling Heights",
      "state": "MI",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153067,
      "name": "Mattson Financial Services, LLC",
      "name_as_filed": "MATTSON FINANCIAL SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/mattson-financial-services-llc-kentwood-mi-153067",
      "city": "Kentwood",
      "state": "MI",
      "years_registered": 5,
      "raum_band": "500m_1b",
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  "csv": null,
  "source": {
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    "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"
  }
}