Browse all Flat-fee advisors in Michigan

Every advisor below is licensed to work with clients in Michigan. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	6,153
Retired	4,089
Tax-loss harvesting	3,241
Executive	3,218
Wealth management	3,189
Retirement plans for business owners (SEP, solo 401k)	3,163
College savings (529s, UTMA, etc.)	1,552
Private / alternative investments	1,402
General retirement planning	1,399
Retirement income strategy	1,222
Annuities	1,168
Active portfolio management	1,111
Options & derivatives strategies	1,009
Business exit / sale strategy	695
Passive / index investing	626
Self-Employed	602
ESG / Sustainable investing	550
Charitable giving & philanthropy	541
Business succession planning	536
Cash flow / budgeting	526
Approaching retirement	412
Income planning	386
HENRY (High Earners, Not Rich Yet)	344
Social Security optimization	337
Concentrated stock management	325
General estate planning guidance	190
Business ownership considerations	136
Real estate investing	131
General tax planning	127
Equity compensation tax strategy	104
Mid-Career Professionals	96
Established Professionals	94
Long-term care insurance	80
Retirement withdrawal strategies	67
Debt management	65
Tax strategies for small businesses	58
Women Professionals	49
Roth conversion strategy	45
Values-based investing	44
Financial Professional	41
Life insurance needs analysis	36
Business Financial Management	31
Educators, Teachers, and Academics	30
Young Professionals	30
Dentist	29
Family Business	29
Factor investing / smart beta	23
Doctor or Medical Professional	18
Business sale tax planning	17
Medicare planning	17
Retired	17
Divorce financial planning	16
Charitable giving tax strategies	14
Military & Veterans	13
Attorney	10
Christian Faith Based	10
Religious/faith focused	10
Multi-generational wealth transfer	9
Equity Recipients (RS/RSU, SOP, ESPP)	8
University Employee	8
Parents	6
Disability insurance	4

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