Advisers in Ada, MI

5 advisers in Ada — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (3)Flat / fixed fees (3)% of assets managed (4)

All advisers

Calder Financial Group7504 Thornapple River Dr. Se · Ada, MI 49301 · (616) 235-2442 · Financial planningCRD 143973 · % of assets, Hourly charges, Fixed fees · $297.0 million AUMSEC registeredNo commissions reported Cambient Family Office, LLC4690 E. Fulton Street, Suite 203 · Ada, MI 49301 · (616) 330-2270 · Financial planningCRD 335128 · % of assets, Fixed fees · $857.9 million AUMSEC registeredNo commissions reported USA Financial Exchange6020 East Fulton Street · Ada, MI 49301 · (888) 444-0125CRD 283466 · Other · $1.6 billion AUMSEC registeredNo commissions reported USA Financial Formulas Corporation6020 East Fulton Street · Ada, MI 49301 · (888) 407-8198 · % of assets managedCRD 139987 · % of assets · $534.4 million AUMSEC registeredNo commissions reported Valor Wealth Group, LLC7163 Headley St Se, Ste B · Ada, MI 49301 · (616) 314-5928 · Financial planningCRD 337746 · % of assets, Hourly charges, Fixed fees · $42.4 million AUMState registeredNo commissions reported

Talking to advisers in Ada? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.