Fee-OnlyFinder

Advisers in Wyoming, MI

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

All advisers

Jvl Wealth Strategies1657 Gezon Parkway Sw Suite C · Wyoming, MI 49519 · (616) 261-2800 · Financial planningCRD 124018 · % of assets, Hourly charges, Fixed fees · $784.4 million AUMSEC registeredNo commissions reportedTrue Wealth Retirement Partners, LLC5751 Byron Center Ave Sw, Suite Y · Wyoming, MI 49519 · (616) 209-9552 · Financial planningCRD 333443 · % of assets, Hourly charges, Fixed fees · $16.9 million AUMState registeredNo commissions reported
Talking to advisers in Wyoming? 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.