How do I choose a financial planner for retirement?

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect

How do I know if my financial advisor is a fiduciary?

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask.

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Find Top Financial Advisors in Grand Rapids, Michigan

Q: What does a financial advisor do?

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Q: Is it worth paying for a financial advisor?

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are breast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement.

Q: What is the difference between a financial planner and a financial advisor?

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals

Q: When should I hire a financial advisor?

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions.

Q: How do I choose the right financial advisor?

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision.

Grand Rapids, Michigan, known for its thriving healthcare industry and growing economy, offers an exceptional quality of life with a relatively low cost of living compared to other major U.S. cities. As a hub for manufacturing, healthcare, and technology, the city attracts professionals, families, and retirees alike. The city is also undertaking a number of initiatives to become a more age-friendly city such as improvements to walkability, transportation, and access to senior services.

With over 900+ financial advisors in Grand Rapids plying their trade in the city, it may be challenging to find an advisor that fits the bill. WiserAdvisor simplifies this process by connecting you with 2-3 vetted professionals, including fiduciary financial advisors in Grand Rapids who best match your needs.

For over two decades, we have maintained a trusted directory of financial advisors who meet strict industry standards. Having a financial advisor who can understand your specific financial situation and has the relevant financial qualifications in Grand Rapids, Michigan, can guide you toward attaining your goals with confidence.

How To Find Trusted Financial Advisors in Grand Rapids, Michigan

Grand Rapids has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Grand Rapids, Michigan have an average of 24 years of experience.

NOTE: The list of vetted financial advisors in Grand Rapids, Michigan mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Grand Rapids, Michigan.

Qualified Financial Advisors in Grand Rapids, Michigan

VETTED

Financial Advisor	Experience	AUM	Minimum Assets	Fee Structure
Schwallier Wealth Management535 Cascade West Parkway SEGrand Rapids, MI 49546	N/A	$190,000,000	$250,000	Fee-Only

Financial Advisor

Schwallier Wealth Management535 Cascade West Parkway SEGrand Rapids, MI 49546

ExperienceN/A

AUM$190,000,000

Minimum Assets$250,000

Fee StructureFee-Only

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Information on Qualified Financial Advisors in Grand Rapids, Michigan

VETTED

Schwallier Wealth Management

About Schwallier Wealth Management LLC

Schwallier Wealth Management LLC has been helping to improve clients' long-term financial success and change lives for over 15 years. We offer guidance in the form of financial planning, on-going investment advice and management, and insight on all things affecting life and finances. Our goal is that clients are better off for having met us, specifically, and we want to become an indispensable resource in helping clients attain financial peace.

After tiring of being a captive advisor to a broker-dealer and managing the inherent conflicts that serving two masters(employer and client) creates, Adam Schwallier formed this SEC-Registered Investment Advisory(RIA) firm.

Schwallier Wealth Management(SWM) was borne to serve clients directly without the trappings of a broker-dealer. As a fiduciary, SWM is required to always work in clients best interests and fully disclose any conflicts of interest.

As a fee-only firm, we work directly for clients and never accept any commission revenue that may create a conflict of interest.

Using this approach, the firm has grown well from a single advisor office to a multiple advisor team with a robust staff.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

Qualifications

Firm CRD# 143329

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

Office Location

535 Cascade West Parkway SE,Grand Rapids,MI 49546

Phone Number

616-855-2051

WiserAdvisor Reviews

Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

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Help me find and compare top vetted financial advisors in my area.

FINRA/SEC Registered Advisors

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Top Financial Advisory Firms in Grand Rapids, Michigan

Grand Rapids, Michigan is home to several reputable financial advisory firms specializing in multiple advisory services such as investment management, retirement planning, estate planning, tax strategies, and risk management.

Most firms in Grand Rapids, Michigan are registered with the SEC and follow a fiduciary standard. This means that they are legally obligated to act in the best interest of their clients. Being part of one of the largest and most diverse financial advisory markets in the country, the firms are well-versed in serving individuals and businesses with complex financial needs.

Methodology

To identify the top financial advisors and advisory firms in Grand Rapids, Michigan, all SEC-registered firms based in the city were first identified. Each firm was subsequently assessed based on the number of clients and affiliated advisors, AUM, fee structure, and the range of advisory services they provide. The associated advisors and firms were then ranked according to the following criteria:

AUM:Firms are ranked based on the size of their AUM, with those having larger AUMs being ranked higher.

Number of Clients:Firms catering primarily to individual clients were ranked higher.

Fee Structure:Firms employing a fee-only compensation structure are ranked higher.

Age of Firm:Established firms with proven longevity are ranked higher.

Clients per Advisor:Firms having a lower client-to-advisor ratio are ranked higher.

Advisory Services Offered:Firms offering a broad range of advisory services are ranked higher.

Please note: All information is sourced from publicly available records and updated once a year, ensuring any changes in credentials, services, or regulatory status are reflected and up to date. Firms are selected and ranked independently, according to the criteria described above.

WiserAdvisor features the firms listed above in the 'Top Advisory Firms' section based on objective criteria, without any influence from existing affiliations. No firm receives preferential treatment due to any relationship with WiserAdvisor.


JACKSON NATIONAL ASSET MANAGEMENT, LLCLansing, MI	164	132	$246,667,042,077	A percentage of AUM, Fixed fees
PLANTE MORAN FINANCIAL ADVISORSSouthfield, MI	134	17010	$20,526,058,796	A percentage of AUM, Hourly charges, Fixed fees
OA PRIVATE CAPITALGrand Rapids, MI	74	85	$20,209,044,347	A percentage of AUM, Performance Based
YOUSIF CAPITAL MANAGEMENT, LLCBloomfield Hills, MI	15	412	$15,029,547,343	A percentage of AUM
BRICKTOWN CAPITAL, LLCDetroit, MI	31	105	$11,989,880,000	A percentage of AUM
MCQUEEN FINANCIAL ADVISORS II, INC.Clawson, MI	50	178	$11,615,174,704	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
SCHWARTZ & CO.Bloomfield Hills, MI	27	1241	$7,740,631,447	A percentage of AUM, Fixed fees, Commission Based
CLARKSTON CAPITAL PARTNERS, LLCRochester, MI	37	2124	$6,694,905,625	A percentage of AUM, Fixed fees
ZHANG FINANCIALPortage, MI	40	6475	$6,034,201,776	A percentage of AUM, Hourly charges, Fixed fees
ADVANCE CAPITAL MANAGEMENT INCSouthfield, MI	55	14038	$4,023,482,795	A percentage of AUM, Fixed fees
REHMANN WEALTHLansing, MI	36	5272	$3,846,368,000	A percentage of AUM, Hourly charges, Fixed fees, Other (SERVICING FEES FROM CUSTODIANS)
AZIMUTH CAPITAL MANAGEMENTBloomfield Hills, MI	23	1537	$3,368,666,924	A percentage of AUM, Fixed fees, Other (REVENUE SHARING WITH FRS (OUR AFFILIATE), UPTIQ AND FLOURISH)
SCHECHTER INVESTMENT ADVISORS, LLCBirmingham, MI	29	2822	$3,349,365,530	A percentage of AUM, Fixed fees
BRICK CAPITAL MANAGEMENT INCEast Lansing, MI	1	22	$3,269,000,000	Fixed fees
SCHWARTZ INVESTMENT COUNSEL INCPlymouth, MI	20	81	$3,261,373,534	A percentage of AUM

Firm Name

JACKSON NATIONAL ASSET MANAGEMENT, LLCLansing, MI

No. of Advisors164

AUM$246,667,042,077

No. of Clients132

Fee StructureA percentage of AUM, Fixed fees

Firm Name

PLANTE MORAN FINANCIAL ADVISORSSouthfield, MI

No. of Advisors134

AUM$20,526,058,796

No. of Clients17010

Fee StructureA percentage of AUM, Hourly charges, Fixed fees

Firm Name

OA PRIVATE CAPITALGrand Rapids, MI

No. of Advisors74

AUM$20,209,044,347

No. of Clients85

Fee StructureA percentage of AUM, Performance Based

Firm Name

YOUSIF CAPITAL MANAGEMENT, LLCBloomfield Hills, MI

No. of Advisors15

AUM$15,029,547,343

No. of Clients412

Fee StructureA percentage of AUM

Firm Name

BRICKTOWN CAPITAL, LLCDetroit, MI

No. of Advisors31

AUM$11,989,880,000

No. of Clients105

Fee StructureA percentage of AUM

Firm Name

MCQUEEN FINANCIAL ADVISORS II, INC.Clawson, MI

No. of Advisors50

AUM$11,615,174,704

No. of Clients178

Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Performance Based

Firm Name

SCHWARTZ & CO.Bloomfield Hills, MI

No. of Advisors27

AUM$7,740,631,447

No. of Clients1241

Fee StructureA percentage of AUM, Fixed fees, Commission Based

Firm Name

CLARKSTON CAPITAL PARTNERS, LLCRochester, MI

No. of Advisors37

AUM$6,694,905,625

No. of Clients2124

Fee StructureA percentage of AUM, Fixed fees

Firm Name

ZHANG FINANCIALPortage, MI

No. of Advisors40

AUM$6,034,201,776

No. of Clients6475

Fee StructureA percentage of AUM, Hourly charges, Fixed fees

Firm Name

ADVANCE CAPITAL MANAGEMENT INCSouthfield, MI

No. of Advisors55

AUM$4,023,482,795

No. of Clients14038

Fee StructureA percentage of AUM, Fixed fees

Firm Name

REHMANN WEALTHLansing, MI

No. of Advisors36

AUM$3,846,368,000

No. of Clients5272

Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Other (SERVICING FEES FROM CUSTODIANS)

Firm Name

AZIMUTH CAPITAL MANAGEMENTBloomfield Hills, MI

No. of Advisors23

AUM$3,368,666,924

No. of Clients1537

Fee StructureA percentage of AUM, Fixed fees, Other (REVENUE SHARING WITH FRS (OUR AFFILIATE), UPTIQ AND FLOURISH)

Firm Name

SCHECHTER INVESTMENT ADVISORS, LLCBirmingham, MI

No. of Advisors29

AUM$3,349,365,530

No. of Clients2822

Fee StructureA percentage of AUM, Fixed fees

Firm Name

BRICK CAPITAL MANAGEMENT INCEast Lansing, MI

No. of Advisors1

AUM$3,269,000,000

No. of Clients22

Fee StructureFixed fees

Firm Name

SCHWARTZ INVESTMENT COUNSEL INCPlymouth, MI

No. of Advisors20

AUM$3,261,373,534

No. of Clients81

Fee StructureA percentage of AUM

Frequently Asked Questions

What does a financial advisor do?

Is it worth paying for a financial advisor?

What is the difference between a financial planner and a financial advisor?

When should I hire a financial advisor?

How do I choose the right financial advisor?