Fee-OnlyFinder

Advisers in Grand Rapids, MI

35 advisers in Grand Rapids — 35 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (28)Hourly fees (20)Flat / fixed fees (22)Retirement plan consulting (17)

All advisers

Advance Wealth Management Service, LLC40 Pearl Street Nw, Suite 800 · Grand Rapids, MI 49503 · (616) 363-3209 · Financial planningCRD 301780 · % of assets, Hourly charges, Fixed fees · $88.5 million AUMState registeredNo commissions reportedAdvisory Advocates LLC4981 Cascade Road, Suite C · Grand Rapids, MI 49546 · (866) 597-8938 · Financial planningCRD 284100 · % of assets, Fixed fees · $158.6 million AUMSEC registeredNo commissions reportedAspen Investment Management INC.4020 E. Beltline Ave Ne, Ste 103 · Grand Rapids, MI 49525 · (616) 361-2500 · % of assets managedCRD 112081 · % of assets · $452.5 million AUMSEC registeredNo commissions reportedBemanaged4280 Cascade Road Se · Grand Rapids, MI 49546 · (616) 871-0751 · Financial planningCRD 140099 · % of assets, Hourly charges · $410.0 million AUMSEC registeredNo commissions reportedBlue Water Asset Management4120 E. Beltline Ave., Suite 100 · Grand Rapids, MI 49525 · (616) 447-1600 · Financial planningCRD 175362 · % of assets, Hourly charges, Fixed fees · $428.5 million AUMSEC registeredNo commissions reportedBrooktree Capital Management INC.4080 Camelot Ridge Dr Se · Grand Rapids, MI 49546 · (616) 774-3159 · % of assets managedCRD 114173 · % of assets · $138.9 million AUMSEC registeredNo commissions reportedBurnham & Company LLC4930 Cascade Rd Se, Suite B · Grand Rapids, MI 49546 · (616) 430-5105 · Flat / fixed feesCRD 319339 · % of assets, Fixed fees · $129.5 million AUMSEC registeredNo commissions reportedCentennial Securities Company INC3075 Charlevoix Dr Se · Grand Rapids, MI 49546 · (616) 942-7680 · Financial planningCRD 7763 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedDC & Associates500 Cascade West Parkway Se, Suite 210 · Grand Rapids, MI 49546 · (616) 301-3428 · Financial planningCRD 328815 · % of assets, Fixed fees · $19.1 million AUMState registeredNo commissions reportedDs Investment Advisors750 Front Ave Nw Suite 305 · Grand Rapids, MI 49504 · (616) 840-0284 · % of assets managedCRD 319351 · % of assets · $386.1 million AUMSEC registeredNo commissions reported
Eastown Financial Advisors, LLC1514 Wealthy St Se Suite 226 · Grand Rapids, MI 49506 · (616) 233-9773 · Financial planningCRD 305675 · % of assets, Hourly charges, Fixed fees · $109.2 million AUMState registeredNo commissions reportedFamily Capital Management168 Louis Campau Promenade Nw,, Suite 500 · Grand Rapids, MI 49503 · (616) 774-4560 · Financial planningCRD 111230 · % of assets, Other · $435.1 million AUMSEC registeredNo commissions reportedFiduciary Financial Advisors124 Fulton St. East, Suite 200 · Grand Rapids, MI 49503 · (616) 622-3062 · Financial planningCRD 172103 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedFinancial Advisory Corporation4251 Cascade Road S.e. · Grand Rapids, MI 49546 · (616) 235-5260 · Financial planningCRD 105472 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedGps Financial Group, LLC2300 3 Mile Road, Suite 3 · Grand Rapids, MI 49505 · (888) 717-2266 · Financial planningCRD 281534 · % of assets, Hourly charges · $79.8 million AUMState registeredNo commissions reportedGrand Wealth Management, LLC333 Bridge Street Nw, Suite 800 · Grand Rapids, MI 49504 · (616) 451-4228 · Financial planningCRD 132137 · % of assets, Hourly charges, Fixed fees · $597.8 million AUMSEC registeredNo commissions reportedHill Island Financial LLC38 Commerce Avenue Sw, Suite 310 · Grand Rapids, MI 49503 · (616) 977-2639 · Financial planningCRD 313469 · % of assets, Fixed fees · $623.8 million AUMSEC registeredNo commissions reportedHughes Family Capital, LLC1300 Michigan Street Northeast, Suite 100 · Grand Rapids, MI 49503 · (616) 774-0224 · % of assets managedCRD 338201 · % of assets, Performance-based fees · $7.7 million AUMState registeredNo commissions reportedHungerford Financial LLC2910 Lucerne Drive Se · Grand Rapids, MI 49546 · (616) 302-1558 · Financial planningCRD 249789 · % of assets, Hourly charges · $492.1 million AUMSEC registeredNo commissions reportedInnovia Wealth, LLC171 Monroe Ave. Nw, Suite 800 · Grand Rapids, MI 49503 · (616) 719-5007 · Financial planningCRD 289913 · % of assets, Hourly charges, Fixed fees · $3.3 billion AUMSEC registeredNo commissions reportedIntegrity Financial Advisors, LLC144 44th Street Sw, Suite #2 · Grand Rapids, MI 49548 · (616) 301-9291 · % of assets managedCRD 290127 · % of assets · $57.2 million AUMState registeredNo commissions reportedKroon & Mitchell Asset Management LLC29 Pearl Street Nw, Ste 400 · Grand Rapids, MI 49503 · (616) 356-2002 · Financial planningCRD 168120 · % of assets, Hourly charges · $220.9 million AUMSEC registeredNo commissions reportedLafleur & Godfrey Private Wealth Management625 Kenmoor Ave Se, Suite 209 · Grand Rapids, MI 49546 · (616) 942-1580 · Financial planningCRD 168831 · % of assets, Other · $1.0 billion AUMSEC registeredNo commissions reportedLifeworks Advisors, LLC4095 Park East CT., Ste. C · Grand Rapids, MI 49546 · (616) 200-6512 · Financial planningCRD 288255 · % of assets, Fixed fees · $966.7 million AUMSEC registeredNo commissions reportedMidwest Capital Advisors, LLC688 Cascade West Parkway Se · Grand Rapids, MI 49546 · (616) 454-9600 · Financial planningCRD 125389 · % of assets, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedNoble Street Wealth Management1154 Noble St Se · Grand Rapids, MI 49507 · (616) 284-1154 · Financial planningCRD 336228 · % of assets, Hourly charges, Subscription fees · $38,188 AUMState registeredNo commissions reportedNpf Investment Advisors40 Pearl St., Nw, Suite 500 · Grand Rapids, MI 49503 · (616) 459-3421 · Financial planningCRD 104683 · % of assets, Hourly charges, Fixed fees · $2.7 billion AUMSEC registeredNo commissions reportedOa Private Capital200 Monroe Avenue Nw, Suite 500 · Grand Rapids, MI 49503 · (616) 278-6000 · % of assets managedCRD 282516 · % of assets, Performance-based fees · $22.9 billion AUMSEC registeredNo commissions reportedRevalue LLC2 Fulton St W · Grand Rapids, MI 49503 · (888) 642-2728 · Financial planningCRD 165499 · % of assets, Hourly charges, Subscription fees · $128.5 million AUMSEC registeredNo commissions reportedSchwallier Wealth Management535 Cascade West Parkway Se · Grand Rapids, MI 49546 · (616) 855-2051 · Financial planningCRD 143329 · % of assets, Hourly charges, Fixed fees · $197.0 million AUMSEC registeredNo commissions reportedStrategic Navigators Private Wealth5030 Corporate Exchange Blvd Se, Suite 201 · Grand Rapids, MI 49512 · (616) 635-6598 · Financial planningCRD 323003 · % of assets · $14.6 million AUMState registeredNo commissions reportedStreamsong Advisors, LLC3200 Broadmoor Se · Grand Rapids, MI 49512 · (616) 433-6006 · Financial planningCRD 168250 · % of assets, Hourly charges, Fixed fees · $124.4 million AUMSEC registeredNo commissions reportedSynergy Wealth Management, LLC660 Cascade W. Parkway Se, Suite 250 · Grand Rapids, MI 49546 · (616) 285-7818 · Financial planningCRD 174633 · % of assets, Hourly charges, Fixed fees · $127.1 million AUMSEC registeredNo commissions reportedVoisard Asset Management Group99 Monroe Ave, Nw,, Suite 504 · Grand Rapids, MI 49503 · (616) 988-5778 · Financial planningCRD 118048 · % of assets, Hourly charges, Fixed fees · $589.4 million AUMSEC registeredNo commissions reportedWealthspan Investment Management, LLC5030 Corporate Exchange Blvd. Se, Suite 201 · Grand Rapids, MI 49512 · (616) 655-1696 · Financial planningCRD 309553 · % of assets, Hourly charges, Fixed fees · $93.1 million AUMSEC registeredNo commissions reported
Talking to advisers in Grand Rapids? 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.