Fee-OnlyFinder

Flat / fixed fees in Grand Rapids, MI

22 advisers in Grand Rapids offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 22

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 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 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 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 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 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 reported
Hill 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 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 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 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