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Financial planning in Grand Rapids, MI

28 advisers in Grand Rapids offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 28

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 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 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 reportedEastown 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 reported
Gps 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 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 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 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