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Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
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Accuracy: We match you to vetted advisors that closely align with your needs.
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Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Grand Rapids
has
3
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
138
non-vetted advisors in your local area. These financial advisors in
Grand Rapids
,
Michigan
have an average of
21
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.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Phillip Mitchell
CPA, CFA® KROON & MITCHELL ASSET MANAGEMENT 29 Pearl St, Ste 400, Grand Rapids, MI 49503 |
Not Disclosed | $12,000,000,000 | Not Specified | Fee-Only |
|
Adam Schwallier
CFP® SCHWALLIER WEALTH MANAGEMENT LLC 607 Cascade West Parkway SE, Grand Rapids, MI 49546 |
21 Years | $137,835,572 | $250,000 | Fee-Only |
| Not Disclosed | $10,000,000,000 | Not Specified | Fee-Based |
Qualifications
Firm CRD# 168120
Series 65
Compensation/Fee Fee-Only, Hourly, Based on Assets
Office Location
29 Pearl St,
Ste 400,
Grand Rapids,
MI
49503
Phone Number
616-356-2002
Your investment strategy should start with your taxes. Whether you start by reviewing your tax plan or your investment plan the two go hand in hand. At Kroon & Mitchell we take a holistic approach to your full financial picture to ensure success in all areas.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 4431899
Firm CRD# 143329
Series 66
Compensation/Fee Fee-Only, Hourly, Based on Assets
Office Location
607 Cascade West Parkway SE,
Grand Rapids,
MI
49546
Phone Number
616-855-2051
With more than 20 years of experience in the financial services industry, I have been helping to improve clients' long-term financial success and change lives for over 15 years as a fee-only advisor and planner at Schwallier Wealth Management. I offer guidance in the form of financial planning, on-going investment advice and management, and insight on all things affecting life and finances. My goal is that clients are better off for having chosen me, specifically, and I strive to become an indispensable resource in helping clients attain financial peace. History: After working as an advisor at Morgan Stanley and AG Edwards and becoming disenchanted with the standard of care to clients and advisors at large wirehouse firms, I struck out on my own for clients and became a fee-only advisor foregoing any commission-based business and working for my clients directly without the conflict of interest of working for a captive brokerage firm. I am constantly reading, learning, and improving my skill-set for clients. This includes proudly becoming a member of NAPFA as a fee-only CERTIFIED FINANCIAL PLANNER™ professional. Personal: I reside in Tallmadge Township with my wife, Val, and my two children. I enjoy spending time with my family, playing basketball as long as my body allows, and practicing yoga.
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# 111167
Compensation/Fee Fee-Based
Office Location
4320 44th Street SW, Suite 102,
Grandville,
MI
49418
Phone Number
888-242-6766
Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.
Advisory Services Provided:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 11 | 2157 | $2,310,983,746 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 14 | 46 | $1,637,864,281 | A percentage of AUM
|
|
| 4 | 755 | $906,912,218 | A percentage of AUM
|
|
| 12 | 1078 | $854,332,137 | A percentage of AUM, Hourly charges, Fixed fees, Other (COMBINATION OF ASSETS UNDER MANAGEMENT, NET WORTH, AND BASE FEE.)
|
|
| 8 | 540 | $760,067,568 | A percentage of AUM, Fixed fees, Other (CONSULTING FEES)
|
|
| 13 | 688 | $582,326,800 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 7 | 1452 | $501,896,722 | A percentage of AUM, Hourly charges, Other (FEES FOR EDUCATIONAL SEMINARS)
|
|
| 7 | 718 | $387,754,560 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 5 | 365 | $386,284,866 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 8 | 1508 | $319,208,502 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 8 | 901 | $237,363,040 | A percentage of AUM, Other (PERCENTAGE OF NET WORTH)
|
|
| 4 | 780 | $137,835,572 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 2 | 381 | $117,733,554 | A percentage of AUM, Hourly charges
|
|
| 4 | 250 | $85,000,000 | A percentage of AUM, Fixed fees
|
|
| 3 | 0 | $0 | A percentage of AUM, Fixed fees
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 5122 Cascade Road SE 1st, Fl, Grand Rapids, MI 49546 | 616-771-6086 | |
| 333 Bridge St NW, Ste 205, Grand Rapids, MI 49504 | 616-957-3218 | |
| 333 Bridge St NW, Ste 205, Grand Rapids, MI 49504 | 616-957-4935 | |
| 2025 East Beltline Southeast, Suite 205, Grand Rapids, MI 49546 | 616-975-1300 | |
| 333 Bridge St NW, Ste 205, Grand Rapids, MI 49504 | 616-957-8991 | |
| 5136 Cascade Rd SE, Ste 2B, Grand Rapids, MI 49546 | 616-456-6550 | |
| 770 Kenmoor Ave. SE, Suite 203, Grand Rapids, MI 49546 | 616-956-9900 | |
| 333 Bridge St NW, Ste 205, Grand Rapids, MI 49504 | 616-957-4633 | |
| 3347 Eagle Run Dr NE, Ste C, Grand Rapids, MI 49525 | 616-726-1452 | |
| 6701 Old 28th St SE, Ste A, Grand Rapids, MI 49546 | 616-682-5103 |
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.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast 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. Learn more about the cost of 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. Learn more about the best time to hire a 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. Read the guide on choosing the best financial advisor.
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. Read here the importance of retirement planning.
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. Learn more about what is a fiduciary 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. Learn more about financial advisor vs financial planner: Who do you need?
