Fee-OnlyFinder

Advisers in Caledonia, MI

2 advisers in Caledonia — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Aspire Wealth5659 N Kraft Lake Dr · Caledonia, MI 49316 · (616) 828-3803 · Financial planningCRD 307098 · % of assets, Hourly charges, Fixed fees · $74.1 million AUMState registeredNo commissions reportedVanderpol Investments L.L.C.1723 68th St. Se, Suite B · Caledonia, MI 49316 · (616) 315-2550 · Financial planningCRD 168174 · % of assets, Hourly charges · $118.1 million AUMSEC registeredNo commissions reported
Talking to advisers in Caledonia? 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.