# Flat-fee financial advisors in Michigan

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/mi/flat-fee/page/8

## At a glance

- Investment advisory firms: 416
- Registration: SEC-registered investment adviser: 194, State-registered investment adviser: 222
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 154 (37%); Percentage of assets 363 (87%); Hourly charges 271 (65%); Subscription fees (newsletter or periodical) 9 (2%); Fixed fees 416 (100%); Commissions 11 (3%); Performance-based fees 13 (3%); Other 36 (9%)
- Regulatory assets under management (Item 5.F): Under $25 million 114 (27%); $25 million to $100 million 68 (16%); $100 million to $500 million 112 (27%); $500 million to $1 billion 40 (10%); $1 billion to $5 billion 35 (8%); Over $5 billion 9 (2%); Not reported 38 (9%)
- Years registered: Under 5 years 156 (38%); 5 to 9 years 103 (25%); 10 to 19 years 92 (22%); 20 years or more 65 (16%)

## Firms (page 8 of 9, 351 to 400 of 416, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Stonebrook Private LLC](https://advisorcensus.com/firm/stonebrook-private-llc-northville-mi-325434) ([md](https://advisorcensus.com/firm/stonebrook-private-llc-northville-mi-325434.md)) | 325434 | Northville, MI | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Fixed fee |
| [Stonepath Wealth Management](https://advisorcensus.com/firm/stonepath-wealth-management-traverse-city-mi-328977) ([md](https://advisorcensus.com/firm/stonepath-wealth-management-traverse-city-mi-328977.md)) | 328977 | Traverse City, MI | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee, Other |
| [Straightline](https://advisorcensus.com/firm/straightline-troy-mi-127401) ([md](https://advisorcensus.com/firm/straightline-troy-mi-127401.md)) | 127401 | Troy, MI | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Fixed fee, Other |
| [Straitgate Financial L.L.C.](https://advisorcensus.com/firm/straitgate-financial-l-l-c-south-lyon-mi-124798) ([md](https://advisorcensus.com/firm/straitgate-financial-l-l-c-south-lyon-mi-124798.md)) | 124798 | South Lyon, MI | State-registered investment adviser | Under $25 million | 24 | % of assets, Fixed fee |
| [Strategic Financial Group, L.L.C.](https://advisorcensus.com/firm/strategic-financial-group-l-l-c-grand-haven-mi-316512) ([md](https://advisorcensus.com/firm/strategic-financial-group-l-l-c-grand-haven-mi-316512.md)) | 316512 | Grand Haven, MI | State-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Strategic Wealth Advisors Group, Inc.](https://advisorcensus.com/firm/strategic-wealth-advisors-group-inc-utica-mi-285863) ([md](https://advisorcensus.com/firm/strategic-wealth-advisors-group-inc-utica-mi-285863.md)) | 285863 | Utica, MI | SEC-registered investment adviser | $100 million to $500 million | 2 | Hourly, Fixed fee, Other |
| [Streamsong Advisors, LLC](https://advisorcensus.com/firm/streamsong-advisors-llc-grand-rapids-mi-168250) ([md](https://advisorcensus.com/firm/streamsong-advisors-llc-grand-rapids-mi-168250.md)) | 168250 | Grand Rapids, MI | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Strickler Investment Services, LLC](https://advisorcensus.com/firm/strickler-investment-services-llc-brighton-mi-332778) ([md](https://advisorcensus.com/firm/strickler-investment-services-llc-brighton-mi-332778.md)) | 332778 | Brighton, MI | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Sullivan Dunn Wealth Management](https://advisorcensus.com/firm/sullivan-dunn-wealth-management-okemos-mi-333496) ([md](https://advisorcensus.com/firm/sullivan-dunn-wealth-management-okemos-mi-333496.md)) | 333496 | Okemos, MI | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Summit Financial Working With People You Trust](https://advisorcensus.com/firm/summit-financial-working-with-people-you-trust-sterling-heights-mi-126570) ([md](https://advisorcensus.com/firm/summit-financial-working-with-people-you-trust-sterling-heights-mi-126570.md)) | 126570 | Sterling Heights, MI | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee, Other |
| [Summit Wealth Strategies Group, LLC](https://advisorcensus.com/firm/summit-wealth-strategies-group-llc-149913) ([md](https://advisorcensus.com/firm/summit-wealth-strategies-group-llc-149913.md)) | 149913 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Hourly, Fixed fee |
| [Summitview Advisors](https://advisorcensus.com/firm/summitview-advisors-292927) ([md](https://advisorcensus.com/firm/summitview-advisors-292927.md)) | 292927 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Fixed fee |
| [SW Advisors, LLC](https://advisorcensus.com/firm/sw-advisors-llc-royal-oak-mi-306940) ([md](https://advisorcensus.com/firm/sw-advisors-llc-royal-oak-mi-306940.md)) | 306940 | Royal Oak, MI | State-registered investment adviser | Under $25 million | 6 | % of assets, Fixed fee |
| [Synergy Wealth Management, LLC](https://advisorcensus.com/firm/synergy-wealth-management-llc-grand-rapids-mi-174633) ([md](https://advisorcensus.com/firm/synergy-wealth-management-llc-grand-rapids-mi-174633.md)) | 174633 | Grand Rapids, MI | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Tamma Capital LLC](https://advisorcensus.com/firm/tamma-capital-llc-156118) ([md](https://advisorcensus.com/firm/tamma-capital-llc-156118.md)) | 156118 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee, Commissions |
| [Team Covert, LLC](https://advisorcensus.com/firm/team-covert-llc-auburn-hills-mi-331269) ([md](https://advisorcensus.com/firm/team-covert-llc-auburn-hills-mi-331269.md)) | 331269 | Auburn Hills, MI | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Tetra Wealth Management](https://advisorcensus.com/firm/tetra-wealth-management-329050) ([md](https://advisorcensus.com/firm/tetra-wealth-management-329050.md)) | 329050 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Thatcher Wealth Management](https://advisorcensus.com/firm/thatcher-wealth-management-grand-rapids-mi-340188) ([md](https://advisorcensus.com/firm/thatcher-wealth-management-grand-rapids-mi-340188.md)) | 340188 | Grand Rapids, MI | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [The Brock Group, LLC](https://advisorcensus.com/firm/the-brock-group-llc-plymouth-mi-142432) ([md](https://advisorcensus.com/firm/the-brock-group-llc-plymouth-mi-142432.md)) | 142432 | Plymouth, MI | State-registered investment adviser | $25 million to $100 million | 19 | % of assets, Hourly, Fixed fee |
| [The Financial Center, LLC](https://advisorcensus.com/firm/the-financial-center-llc-novi-mi-123393) ([md](https://advisorcensus.com/firm/the-financial-center-llc-novi-mi-123393.md)) | 123393 | Novi, MI | State-registered investment adviser | Not reported | 24 | % of assets, Hourly, Fixed fee |
| [The Nemes Rush Group, LLC](https://advisorcensus.com/firm/the-nemes-rush-group-llc-novi-mi-312554) ([md](https://advisorcensus.com/firm/the-nemes-rush-group-llc-novi-mi-312554.md)) | 312554 | Novi, MI | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Fixed fee |
| [Thrive Retirement Specialists](https://advisorcensus.com/firm/thrive-retirement-specialists-royal-oak-mi-310289) ([md](https://advisorcensus.com/firm/thrive-retirement-specialists-royal-oak-mi-310289.md)) | 310289 | Royal Oak, MI | SEC-registered investment adviser | $100 million to $500 million | 2 | Fixed fee |
| [Tremonte Financial Consultants](https://advisorcensus.com/firm/tremonte-financial-consultants-traverse-city-mi-298562) ([md](https://advisorcensus.com/firm/tremonte-financial-consultants-traverse-city-mi-298562.md)) | 298562 | Traverse City, MI | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Tribble Financial Planning](https://advisorcensus.com/firm/tribble-financial-planning-326576) ([md](https://advisorcensus.com/firm/tribble-financial-planning-326576.md)) | 326576 | Not reported, Not reported | State-registered investment adviser | Not reported | 3 | Fixed fee |
| [Trinity Financial Services, Inc.](https://advisorcensus.com/firm/trinity-financial-services-inc-bloomfield-hills-mi-151051) ([md](https://advisorcensus.com/firm/trinity-financial-services-inc-bloomfield-hills-mi-151051.md)) | 151051 | Bloomfield Hills, MI | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee |
| [Triumph Investment Advisory Group, LLC](https://advisorcensus.com/firm/triumph-investment-advisory-group-llc-rochester-mi-172484) ([md](https://advisorcensus.com/firm/triumph-investment-advisory-group-llc-rochester-mi-172484.md)) | 172484 | Rochester, MI | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [True Blue Financial, LLC](https://advisorcensus.com/firm/true-blue-financial-llc-stevensville-mi-310841) ([md](https://advisorcensus.com/firm/true-blue-financial-llc-stevensville-mi-310841.md)) | 310841 | Stevensville, MI | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee, Other |
| [True Wealth Retirement Partners, LLC](https://advisorcensus.com/firm/true-wealth-retirement-partners-llc-wyoming-mi-333443) ([md](https://advisorcensus.com/firm/true-wealth-retirement-partners-llc-wyoming-mi-333443.md)) | 333443 | Wyoming, MI | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Trunorth Capital Management, LLC](https://advisorcensus.com/firm/trunorth-capital-management-llc-kalamazoo-mi-165285) ([md](https://advisorcensus.com/firm/trunorth-capital-management-llc-kalamazoo-mi-165285.md)) | 165285 | Kalamazoo, MI | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Fixed fee |
| [Trustee Empowerment & Protection, Inc.](https://advisorcensus.com/firm/trustee-empowerment-and-protection-inc-troy-mi-108249) ([md](https://advisorcensus.com/firm/trustee-empowerment-and-protection-inc-troy-mi-108249.md)) | 108249 | Troy, MI | SEC-registered investment adviser | Under $25 million | 24 | % of assets, Hourly, Fixed fee, Other |
| [Up North Financial, LLC](https://advisorcensus.com/firm/up-north-financial-llc-traverse-city-mi-150996) ([md](https://advisorcensus.com/firm/up-north-financial-llc-traverse-city-mi-150996.md)) | 150996 | Traverse City, MI | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Upbeat Financial](https://advisorcensus.com/firm/upbeat-financial-ada-mi-312754) ([md](https://advisorcensus.com/firm/upbeat-financial-ada-mi-312754.md)) | 312754 | Ada, MI | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [USA Financial Securities LLC](https://advisorcensus.com/firm/usa-financial-securities-llc-ada-mi-103857) ([md](https://advisorcensus.com/firm/usa-financial-securities-llc-ada-mi-103857.md)) | 103857 | Ada, MI | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Hourly, Fixed fee, Commissions |
| [Valley Oak Investment Strategies LLC](https://advisorcensus.com/firm/valley-oak-investment-strategies-llc-kalamazoo-mi-336621) ([md](https://advisorcensus.com/firm/valley-oak-investment-strategies-llc-kalamazoo-mi-336621.md)) | 336621 | Kalamazoo, MI | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [Valor Wealth Group, LLC](https://advisorcensus.com/firm/valor-wealth-group-llc-ada-mi-337746) ([md](https://advisorcensus.com/firm/valor-wealth-group-llc-ada-mi-337746.md)) | 337746 | Ada, MI | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [Valstone Partners VI](https://advisorcensus.com/firm/valstone-partners-vi-birmingham-mi-300629) ([md](https://advisorcensus.com/firm/valstone-partners-vi-birmingham-mi-300629.md)) | 300629 | Birmingham, MI | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee, Performance fee |
| [Valuefirst Planning LLC](https://advisorcensus.com/firm/valuefirst-planning-llc-337921) ([md](https://advisorcensus.com/firm/valuefirst-planning-llc-337921.md)) | 337921 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Verde Capital Management, Inc.](https://advisorcensus.com/firm/verde-capital-management-inc-clarkston-mi-147179) ([md](https://advisorcensus.com/firm/verde-capital-management-inc-clarkston-mi-147179.md)) | 147179 | Clarkston, MI | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets, Fixed fee |
| [Verdura Wealth Management, LLC](https://advisorcensus.com/firm/verdura-wealth-management-llc-novi-mi-326847) ([md](https://advisorcensus.com/firm/verdura-wealth-management-llc-novi-mi-326847.md)) | 326847 | Novi, MI | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Vermeulen Capital Management](https://advisorcensus.com/firm/vermeulen-capital-management-124296) ([md](https://advisorcensus.com/firm/vermeulen-capital-management-124296.md)) | 124296 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 33 | % of assets, Hourly, Fixed fee |
| [Vertrix Wealth Management, LLC](https://advisorcensus.com/firm/vertrix-wealth-management-llc-troy-mi-339547) ([md](https://advisorcensus.com/firm/vertrix-wealth-management-llc-troy-mi-339547.md)) | 339547 | Troy, MI | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Veterinary Financial Group LLC](https://advisorcensus.com/firm/veterinary-financial-group-llc-williamston-mi-311543) ([md](https://advisorcensus.com/firm/veterinary-financial-group-llc-williamston-mi-311543.md)) | 311543 | Williamston, MI | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Vima, LLC](https://advisorcensus.com/firm/vima-llc-troy-mi-148833) ([md](https://advisorcensus.com/firm/vima-llc-troy-mi-148833.md)) | 148833 | Troy, MI | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Vision Capital Partners](https://advisorcensus.com/firm/vision-capital-partners-ann-arbor-mi-175147) ([md](https://advisorcensus.com/firm/vision-capital-partners-ann-arbor-mi-175147.md)) | 175147 | Ann Arbor, MI | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Vision Wealth Management, Inc.](https://advisorcensus.com/firm/vision-wealth-management-inc-commerce-twp-mi-324595) ([md](https://advisorcensus.com/firm/vision-wealth-management-inc-commerce-twp-mi-324595.md)) | 324595 | Commerce Twp, MI | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [Visionquest Financial Planning LLC](https://advisorcensus.com/firm/visionquest-financial-planning-llc-troy-mi-123402) ([md](https://advisorcensus.com/firm/visionquest-financial-planning-llc-troy-mi-123402.md)) | 123402 | Troy, MI | State-registered investment adviser | Not reported | 23 | Fixed fee |
| [Voisard Asset Management Group](https://advisorcensus.com/firm/voisard-asset-management-group-grand-rapids-mi-118048) ([md](https://advisorcensus.com/firm/voisard-asset-management-group-grand-rapids-mi-118048.md)) | 118048 | Grand Rapids, MI | SEC-registered investment adviser | $500 million to $1 billion | 23 | % of assets, Hourly, Fixed fee |
| [Voorman Investment Counsel LLC](https://advisorcensus.com/firm/voorman-investment-counsel-llc-plymouth-mi-306177) ([md](https://advisorcensus.com/firm/voorman-investment-counsel-llc-plymouth-mi-306177.md)) | 306177 | Plymouth, MI | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [Washington Avenue Advisors](https://advisorcensus.com/firm/washington-avenue-advisors-lansing-mi-307002) ([md](https://advisorcensus.com/firm/washington-avenue-advisors-lansing-mi-307002.md)) | 307002 | Lansing, MI | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Waterford Financial Management, LLC](https://advisorcensus.com/firm/waterford-financial-management-llc-fair-haven-mi-143810) ([md](https://advisorcensus.com/firm/waterford-financial-management-llc-fair-haven-mi-143810.md)) | 143810 | Fair Haven, MI | State-registered investment adviser | $25 million to $100 million | 19 | % of assets, Hourly, Fixed fee |

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## Questions people ask

**How many financial advisory firms are there in Michigan?**
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.

**How many fee-only financial advisors are in Michigan?**
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.

**How many financial advisors in Michigan offer financial planning?**
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.

**Are the financial advisors in Michigan fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 282 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

- [Financial advisors in Michigan](https://advisorcensus.com/advisors/mi) (https://advisorcensus.com/advisors/mi.md)
- [Fee-only financial advisors in Michigan](https://advisorcensus.com/advisors/mi/fee-only) (https://advisorcensus.com/advisors/mi/fee-only.md)
- [Hourly financial advisors in Michigan](https://advisorcensus.com/advisors/mi/hourly) (https://advisorcensus.com/advisors/mi/hourly.md)
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- [Flat-fee financial advisors in Kalamazoo, MI](https://advisorcensus.com/advisors/mi/kalamazoo/flat-fee) (https://advisorcensus.com/advisors/mi/kalamazoo/flat-fee.md)
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- [Flat-fee financial advisors in Battle Creek, MI](https://advisorcensus.com/advisors/mi/battle-creek/flat-fee) (https://advisorcensus.com/advisors/mi/battle-creek/flat-fee.md)
- [Flat-fee financial advisors in Bay City, MI](https://advisorcensus.com/advisors/mi/bay-city/flat-fee) (https://advisorcensus.com/advisors/mi/bay-city/flat-fee.md)
- [Flat-fee financial advisors in Muskegon, MI](https://advisorcensus.com/advisors/mi/muskegon/flat-fee) (https://advisorcensus.com/advisors/mi/muskegon/flat-fee.md)
- [Flat-fee financial advisors in Saginaw, MI](https://advisorcensus.com/advisors/mi/saginaw/flat-fee) (https://advisorcensus.com/advisors/mi/saginaw/flat-fee.md)
- [Flat-fee financial advisors in Monroe, MI](https://advisorcensus.com/advisors/mi/monroe/flat-fee) (https://advisorcensus.com/advisors/mi/monroe/flat-fee.md)

Cite as: AdvisorCensus. Flat-fee financial advisors in Michigan: 416 firms from Form ADV filings as of October 2026.