Fee-OnlyFinder

Advisers in Kalamazoo, MI

13 advisers in Kalamazoo — 13 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (10)Hourly fees (9)Flat / fixed fees (7)Retirement plan consulting (3)

All advisers

Black Diamond Investment Group,inc.3027 Portage Street · Kalamazoo, MI 49001 · (269) 383-6633 · Financial planningCRD 122917 · % of assets, Hourly charges · $6.9 million AUMState registeredNo commissions reportedBreakwater Capital251 N Rose Street Suite 200 · Kalamazoo, MI 49007 · (269) 903-2360 · Financial planningCRD 172498 · % of assets, Hourly charges · $156.6 million AUMSEC registeredNo commissions reportedClear Ridge Wealth Management, LLC259 E. Michigan Avenue, Suite 105 · Kalamazoo, MI 49007 · (269) 381-1700 · Financial planningCRD 172689 · % of assets, Hourly charges, Fixed fees · $244.6 million AUMSEC registeredNo commissions reportedCws Financial Advisors LLC405 West Michigan Avenue, Suite 110 · Kalamazoo, MI 49007 · (269) 349-4600 · Financial planningCRD 297000 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedDaus Financial Group, LLC487 South Drake Road, Suite a · Kalamazoo, MI 49009 · (269) 321-7472 · Financial planningCRD 323054 · % of assets, Hourly charges, Fixed fees · $270.5 million AUMSEC registeredNo commissions reportedGasaway Investment Advisors, INC.7110 Stadium Drive · Kalamazoo, MI 49009 · (269) 324-0080 · Financial planningCRD 123807 · % of assets, Hourly charges, Subscription fees · $173.1 million AUMSEC registeredNo commissions reportedHfg Advisors INC.5659 West Michigan Ave. · Kalamazoo, MI 49009 · (269) 372-3229 · Financial planningCRD 125129 · % of assets, Hourly charges, Fixed fees · $48.6 million AUMState registeredNo commissions reportedLong Road Investment Counsel, LLC107 W. Michigan Ave, Suite 804 · Kalamazoo, MI 49007 · (269) 488-8001 · % of assets managedCRD 171343 · % of assets · $346.4 million AUMSEC registeredNo commissions reportedN.v.n.g. Investments, INC.555 Crosstown Parkway, Suite 405 · Kalamazoo, MI 49008 · (269) 329-2422 · % of assets managedCRD 107446 · % of assets · $329.5 million AUMSEC registeredNo commissions reportedSouthwest Michigan Wealth Management, LLC4341 S. Westnedge Avenue, Suite 1201 · Kalamazoo, MI 49008 · (269) 323-7964 · Financial planningCRD 289253 · % of assets, Hourly charges · $29.4 million AUMState registeredNo commissions reported
Trunorth Capital Management, LLC1090 North 10th Street, Suite 210 · Kalamazoo, MI 49009 · (877) 469-0446 · Flat / fixed feesCRD 165285 · % of assets, Fixed fees · $724.5 million AUMSEC registeredNo commissions reportedValley Oak Investment Strategies LLC6011 Stadium Drive · Kalamazoo, MI 49009 · (269) 492-7220 · Financial planningCRD 336621 · % of assets, Hourly charges, Fixed fees · $43.4 million AUMState registeredNo commissions reportedWolff Financial Management LLC5938 Venture Park Drive · Kalamazoo, MI 49009 · (269) 372-3100 · Financial planningCRD 283239 · % of assets · $612.7 million AUMSEC registeredNo commissions reported
Talking to advisers in Kalamazoo? 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.