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Adam Schwallier, CFP®
Schwallier Wealth Management LLC

Tel: 616-855-2051
607 Cascade West Parkway SE
Grand Rapids, MI 49546
Schwallier Wealth Management LLC | Financial Advisor in Grand Rapids ,MI

Fee-Only, Fiduciary, SWM WORKS FOR YOU


About Adam Schwallier

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.


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.

See Disclosures

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General Information

Firm Start Year:   2007
No. of Employees:   2-4
Name of Custodial Firm:   LPL Financial
States Licensed in:   MI, IN
Number of Years with Current Firm:   15
Work Experience:   * President and IAR, Schwallier Wealth
Management LLC (09/07-Present)
* Financial Consultant, AG Edwards & Sons,
Grand Rapids, MI (08/05-09/07)
* Financial Advisor, Morgan Stanley, Grand
Rapids, MI (04/01-08/05)
* Actuarial Associate, Lincoln National Life
Insurance Company, Fort Wayne, IN (5/97-04/01)
Work with the following types of clients:   Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided:   Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Planning

Services

Investment Types:   Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Commodities, Stocks, Bonds, Options & Futures
Can meet clients in the following ways:   Email, Our Office, Your Home, Phone, Your Office, Video Conference

Qualifications & Memberships

Financial Organization Memberships:   Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), National Association of Estate Planners & Councils (NAEPC)
Non-Financial Organization Memberships:   Knights of Columbus University of Michigan Club of Grand Rapids

Firm Information

Firm's Number of Clients:   278
Firm's Number of Planning Clients:   20
Firm's Number of Managed Clients:   258
Assets Managed by Firm:   $137,835,572
Advisor's Number of Clients:   262
Advisor's Number of Managed Clients:   159
Advisor's Number of Planning Clients:   20
Assets Managed by Advisor:   $137,835,572

Compensation and Fees

Fee Structure:   Fee-Only
Compensation Methods:   Based on Assets, Hourly
Fee % Based on Assets:   .5-1.0%
Additional Details on Charges:   Fee% based on asset level and risk tolerance.
Minimum Fee Charged for Managed Accounts:   $0

Board Positions

Organization :   Knights of Columbus, Grand Rapids, MI
Position :   Financial Secretary
Duration :   2013-2014
Organization :   Holy Spirit Education Foundation, Grand Rapids, MI
Position :   Chair of Investment Committee
Duration :   2016-Present
Organization :   University of Michigan Club of Grand Rapids, Grand Rapids, MI
Position :   Advisory Board Member
Duration :   2009-2011

Education

Bachelor of Science  - Math of Finance   University of Michigan  - Ann Arbor, MI
1991- 1996

FAQs

Do you have a customer satisfaction or refund policy?

Yes

Why should I choose you as my financial advisor?

I am a fee-only, CERTIFIED FINANCIAL PLANNER professional with over 20 years experiences in financial services. I have a bachelor's degree in math of finance from the University of Michigan, and I make it a point to continue my education through reading and listening to books, magazines, podcasts, seeking other designations, etc. My goal is to get better as a person and what I do for people every day.

What are your qualifications? What is your education background?

Being great at the details of financial planning and seeing the whole person/family is important, but the idea is to change clients' lives for the better and make life easier.

How do you charge for your services?

Discretionary investment management and financial planning are the two basic services. I make sure to touch on all financial (investment management/allocation, retirement planning, tax planning, insurance, liability management, estate planning, etc.) and some non-financial areas. Most clients appreciate the Retirement Planning Analysis Report and Social Security Claiming Strategy Report and access to our online Wealth Management System.

How are you compensated? How will I pay for your services?

There are roughly 260+ asset management clients. There are 20+ hourly financial planning clients.

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Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

https://static.fmgsuite.com/media/documents/9d6bc10c-9c08-4218-b837-4c1d5d0452c8.pdf

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1884248/wiseradvisor-schwallier-wealth-management-llc-detailed-disclosure.html


Disclaimer

This is the space where a broker-affiliated advisor must disclose the broker-dealer relationship that they do some commission business through. Since we are fee-only, work directly for clients, and forego commissions, no disclaimer is needed.

Compliance

Registered Investment Advisor:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Communities Served

Allendale Alto
Belding Belmont
Byron Center Caledonia
Casnovia Cedar Springs
Clarksville Comstock Park
Conklin Coopersville
Coral Dorr
Fenwick Freeport
Gowen Grand Rapids
Grandville Greenville
Hudsonville Ionia
Jenison Kent City
Lake Odessa Lowell
Marne Middleville
Moline Orleans
Pierson Rockford
Sand Lake Saranac
Sidney Sparta
Trufant Wayland
Wyoming

Compensation Arrangements

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