Ways to browse Flat-fee advisors serving Michigan

Pick a specialty to browse more Flat-fee advisors serving Michigan.

Browse by specialty

Find advisors serving Michigan who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	6,187
Retired	4,090
Tax-loss harvesting	3,456
Executive	3,247
Wealth management	3,209
Retirement plans for business owners (SEP, solo 401k)	3,168
College savings (529s, UTMA, etc.)	1,549
Retirement income strategy	1,420
Private / alternative investments	1,417
Business exit / sale strategy	1,336
General retirement planning	1,239
Annuities	1,168
Active portfolio management	1,114
Options & derivatives strategies	1,007
Passive / index investing	628
Self-Employed	607
ESG / Sustainable investing	553
Business succession planning	543
Charitable giving & philanthropy	541
Cash flow / budgeting	517
Approaching retirement	411
Income planning	387
General estate planning guidance	384
HENRY (High Earners, Not Rich Yet)	356
Concentrated stock management	325
Social Security optimization	156
Business ownership considerations	136
Real estate investing	134
General tax planning	128
Established Professionals	110
Equity compensation tax strategy	105
Mid-Career Professionals	95
Long-term care insurance	80
Retirement withdrawal strategies	70
Debt management	65
Tax strategies for small businesses	59
Women Professionals	50
Life insurance needs analysis	47
Roth conversion strategy	46
Values-based investing	44
Financial Professional	41
Young Professionals	32
Business Financial Management	31
Family Business	30
Dentist	29
Educators, Teachers, and Academics	29
Factor investing / smart beta	23
Doctor or Medical Professional	19
Retired	17
Business sale tax planning	16
Divorce financial planning	16
Medicare planning	16
Charitable giving tax strategies	14
Military & Veterans	13
Attorney	10
Christian Faith Based	10
Religious/faith focused	10
Equity Recipients (RS/RSU, SOP, ESPP)	8
University Employee	8
Parents	7
Disability insurance	4

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