Fee-OnlyFinder

Advisers in Marshall, MI

2 advisers in Marshall — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Miller Financial Services LLC1001 W Michigan Ave · Marshall, MI 49068 · (269) 781-5129 · Financial planningCRD 143788 · % of assets, Hourly charges, Fixed fees · $462.9 million AUMSEC registeredNo commissions reportedWealth Ease Wealth Management1106 S Kalamazoo Ave · Marshall, MI 49068 · (269) 781-8371 · Financial planningCRD 332595 · % of assets, Hourly charges, Fixed fees · $132.2 million AUMSEC registeredNo commissions reported
Talking to advisers in Marshall? 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.