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Financial planning in Holland, MI

7 advisers in Holland offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 7

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 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