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Financial planning in Kalamazoo, MI

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

All 10

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 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 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