Fee-OnlyFinder

Advisers in Holland, MI

8 advisers in Holland — 8 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (7)Hourly fees (5)Flat / fixed fees (6)Retirement plan consulting (4)

All advisers

Advisory Alpha, LLC348 S Waverly Rd, Suite 100 · Holland, MI 49423 · (866) 530-1400 · Financial planningCRD 158282 · % of assets, Hourly charges, Fixed fees · $4.4 billion AUMSEC registeredNo commissions reportedBranch Capital Management17 W. 10th Street, Suite 160 · Holland, MI 49423 · (616) 392-1389 · % of assets managedCRD 281681 · % of assets · $79.0 million AUMState registeredNo commissions reportedCaptrust Wealth Advisors85 E 8th Street, Suite 150 · Holland, MI 49423 · (616) 392-5332 · Financial planningCRD 173736 · % of assets, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedClearview Capital12930 James Street, Suite 210 · Holland, MI 49424 · (616) 920-1411 · Financial planningCRD 327199 · % of assets, Fixed fees · $27.7 million AUMState registeredNo commissions reportedDb & C Advisors, LLC355 Settlers Road, Suite 310 · Holland, MI 49423 · (616) 355-3455 · Financial planningCRD 155645 · % of assets, Hourly charges · $252.2 million AUMSEC registeredNo commissions reportedLvz, INC.240 South River Avenue · Holland, MI 49423 · (616) 394-4994 · Financial planningCRD 124228 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedS.a. Mason, LLC170 College Avenue, Suite 260 · Holland, MI 49423 · (616) 355-3500 · Financial planningCRD 151440 · % of assets, Hourly charges, Fixed fees · $528.7 million AUMSEC registeredNo commissions reportedWest Michigan Advisors301 Hoover Blvd., Suite 300 · Holland, MI 49423 · (616) 820-1040 · Financial planningCRD 312073 · % of assets, Hourly charges, Subscription fees · $781.3 million AUMSEC registeredNo commissions reported
Talking to advisers in Holland? 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.