Fee-OnlyFinder

Advisers in Portage, MI

10 advisers in Portage — 10 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (8)Hourly fees (7)Flat / fixed fees (7)Retirement plan consulting (3)

All advisers

626 Financial, LLC7950 Moorsbridge Road, Suite 104 · Portage, MI 49024 · (269) 321-5040 · Financial planningCRD 306474 · % of assets · $379.6 million AUMSEC registeredNo commissions reportedBright Financial Advisors, INC.450 W. Centre Avenue, Suite C · Portage, MI 49024 · (269) 373-2700 · Financial planningCRD 107931 · % of assets, Hourly charges, Fixed fees · $725.5 million AUMSEC registeredNo commissions reportedDocsa Capital Management, INC.8080 Moorsbridge Rd, Suite 200 · Portage, MI 49024 · (269) 488-2322 · Financial planningCRD 124302 · % of assets, Hourly charges, Fixed fees · $95.4 million AUMState registeredNo commissions reportedFace 2 Face Financial Planning, LLC7950 Moorsbridge Rd, Ste 203 · Portage, MI 49024 · (269) 389-0422 · Financial planningCRD 285630 · % of assets, Hourly charges, Fixed fees · $29.7 million AUMState registeredNo commissions reportedHaverdink Financial Management, LLC440 W. Centre Avenue, Suite 5 · Portage, MI 49024 · (269) 321-5070 · Financial planningCRD 131236 · % of assets, Hourly charges, Fixed fees · $220.4 million AUMSEC registeredNo commissions reportedInfinity Advisory Group8105 Valleywood Lane, Suite a · Portage, MI 49024 · (269) 888-2301 · Financial planningCRD 324723 · % of assets, Hourly charges · $128.9 million AUMSEC registeredNo commissions reportedJohn A. Wolfe & Associates, INC.440 West Centre Avenue, Suite 4 · Portage, MI 49024 · (269) 324-1988 · Flat / fixed feesCRD 110799 · % of assets, Fixed fees · $560.7 million AUMSEC registeredNo commissions reportedLvm Capital Management LTD7840 Moorsbridge Road · Portage, MI 49024 · (269) 321-8120 · Financial planningCRD 111039 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedPps & V Asset Management Consultants INC2750 Old Centre Ave, Suite 100 · Portage, MI 49024 · (269) 321-4444 · % of assets managedCRD 110491 · % of assets · $253.7 million AUMSEC registeredNo commissions reportedZhang Financial5931 Oakland Dr. · Portage, MI 49024 · (269) 385-5888 · Financial planningCRD 159257 · % of assets, Hourly charges, Fixed fees · $8.4 billion AUMSEC registeredNo commissions reported
Talking to advisers in Portage? 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.