wiseradvisor

Compare 3 financial advisors near you matched to your specific needs
Personalized Advice For Portfolio Size of 100k And Above
  1. Tell Us Your Financial Goals
  2. Compare Advisors
  3. Select the Advisor That is Right For You

  Your Information is Safe and Secure

Find Top Financial Advisors in Kalamazoo, Michigan

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.

Finding the Top Financial Advisor in Kalamazoo, Michigan

Last Updated - February 19, 2024

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Kalamazoo, Michigan

Financial Advisor Experience AUM Minimum Assets Fee Structure
Allworth Financial
4320 44th Street SW, Suite 102,
Grandville, MI 49418
Not Disclosed $10,000,000,000 Not Specified Fee-Based

Are you a Financial Advisor in Kalamazoo?

Active investors submitted requests in your area. Do you qualify to be in our network and get matched?


Information on Qualified Financial Advisors in Kalamazoo, Michigan

Qualifications Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 4320 44th Street SW, Suite 102,
Grandville,
MI
49418
Phone Number 888-242-6766

About Allworth Financial

Allworth Financial

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


Customer Reviews

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.

Top Financial Advisor Firms in Kalamazoo, Michigan (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
CWS FINANCIAL ADVISORS LLC
405 West Michigan Avenue, Suite 110, Kalamazoo, MI 49007
11 2102 $988,545,959
A Percentage of AUM, Hourly charges, Fixed Fees
ARCADIA INVESTMENT MANAGEMENT CORP
125 South Kalamazoo Mall, Ste 306, Kalamazoo, MI 49007
5 333 $503,767,971
A Percentage of AUM, Fixed Fees
WOLFF FINANCIAL MANAGEMENT LLC
5938 Venture Park Drive, Kalamazoo, MI 49009
5 1064 $409,764,074
A Percentage of AUM
TRUNORTH CAPITAL MANAGEMENT, LLC
1090 North 10th Street, Suite 210, Kalamazoo, MI 49009
5 726 $294,630,787
A Percentage of AUM, Fixed Fees
LONG ROAD INVESTMENT COUNSEL, LLC
107 W. Michigan Ave, Suite 804, Kalamazoo, MI 49007-3946
1 111 $252,905,000
A Percentage of AUM
N.V.N.G. INVESTMENTS, INC.
555 Crosstown Parkway, Suite 405, Kalamazoo, MI 49008-1982
1 43 $172,862,677
A Percentage of AUM
CLEAR RIDGE WEALTH MANAGEMENT, LLC
259 E. Michigan Avenue, Suite 105, Kalamazoo, MI 49007
3 340 $154,133,079
A Percentage of AUM, Hourly charges, Fixed Fees
GASAWAY INVESTMENT ADVISORS, INC.
7110 Stadium Drive, Kalamazoo, MI 49009
10 718 $134,452,708
A Percentage of AUM, Hourly charges, Fixed Fees
DAUS FINANCIAL GROUP, LLC
487 South Drake Road, Suite A, Kalamazoo, MI 49009
6 575 $120,000,000
A Percentage of AUM, Hourly charges, Fixed Fees
BREAKWATER CAPITAL
251 N Rose Street Suite 200, Kalamazoo, MI 49007
2 416 $114,501,925
A Percentage of AUM, Hourly charges

    Frequently Asked Questions

    A financial advisor in Michigan can help you prepare for retirement by creating a comprehensive financial plan that takes into account your current assets, income, expenses, and future goals. They can help you develop a savings strategy, choose the right retirement accounts, manage your investments, and plan for Social Security benefits. To learn more, read on about why you should hire a retirement advisor.

    Yes, a financial advisor in Michigan can help you with estate planning by creating a plan that outlines how your assets will be distributed after your death. They can help you create a will, set up trusts, designate beneficiaries, and minimize estate taxes. They can also help you choose a power of attorney and healthcare proxy to make decisions on your behalf if you become incapacitated. Read on to better understand how financial advisors listed on our directory can assist you with estate planning in Michigan

    Knowing if you need a financial advisor depends on your circumstances and goals. If you lack time or knowledge to manage finances and investments effectively, consider engaging a financial advisor listed in our Michigan directory. They provide assistance in areas like investment planning, retirement planning, wealth management, and financial planning. Explore why and when you might require a financial advisor to gain a better understanding of their role.

    During your first meeting with a financial advisor, you can expect a discussion about your financial goals, current financial situation, and risk tolerance. The advisor may ask questions to understand your objectives, income, expenses, assets, and debts. They may also inquire about your investment experience and any specific concerns you have. For more information on how to prepare for your first meeting, refer to this guide on how to prepare for a meeting with your financial advisor.

    To find a qualified financial advisor in Michigan, it is important to first determine the type of advisor that suits your financial goals. Consider if you need help with retirement planning, investment management, estate planning, wealth management, or financial planning. Once you identify your needs, we recommend that you can begin your search for an advisor who meets your requirements by utilizing our directory of financial advisors in Michigan. Click here to use our free financial advisor match tool to find and compare advisors matched to your specific needs.

    Financial advisors in Michigan work with clients of various ages and income levels, from young professionals just starting out to retirees looking to preserve their wealth. They may also work with business owners, entrepreneurs, and high-net-worth individuals who have more complex financial needs. A good financial advisor will tailor their services to meet the specific needs and goals of each client and provide ongoing support and guidance as their financial situation evolves. If you need a financial advisor, use the free advisor match tool to find and compare vetted financial advisors.