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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.
Kalamazoo
has
3
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
40
non-vetted advisors in your local area. These financial advisors in
Kalamazoo, Michigan
have an average of
23
years of experience.
NOTE: The list of financial
advisors in
Kalamazoo, Michigan
mentioned below do 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
Kalamazoo, Michigan.
| Qualified Financial Advisors in Kalamazoo, Michigan | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Allworth Financial
ALLWORTH FINANCIAL 4320 44th Street SW, Suite 102, Grandville, MI 49418 |
Not Disclosed | $10,000,000,000 | Not Specified | Fee-Based |
| Adam Schwallier
CFP® SCHWALLIER WEALTH MANAGEMENT LLC 607 Cascade West Parkway SE, Grand Rapids, MI 49546 |
21 | $137,835,572 | Not Specified | Fee-Only |
| Robb A DeJonge
LUTCF®, AIF® PRIVATE MEMBER GROUP AT NOTRE DAME FCU 2025 Edison Rd, Suite A, South Bend, IN 46637 |
25 | $250 Million | $250,000 | Fee-Based |
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
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
CRD# 2912462
Firm CRD# 6413
Series 7, 24, 66
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
2025 Edison Rd,
Suite A,
South Bend,
IN
46637
Phone Number
574-400-4786
Robb assists clients in all aspects of financial planning, including retirement, business, estate, charitable giving, asset allocation and risk management. He earned his Bachelor of Science from Indiana University in 1992 and has been helping individuals and their families since 1997. Robb is an Accredited Investment Fiduciary® (AIF®), he currently holds the Life Underwriting Training Council Fellow® (LUTCF®) designation and is a member of the National Association of Insurance and Financial Advisors. Robb is a lifelong resident of Michiana and currently lives in Niles, Michigan with his wife, Kymm. When he is not working, he enjoys traveling with Kymm, playing golf and spending time with his family, especially his new grandson.
At the Private Member Group, we weave the entire financial package together. From everyday banking, wealth management, and retirement planning to college saving plans, we work with you to create a personal plan designed around your individual goals. We have been proudly serving our clients for over 70 years.
Advisory Services Provided:
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Top Financial Advisor Firms in Kalamazoo, Michigan (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| CWS FINANCIAL ADVISORS LLC
405 West Michigan Avenue , Suite 110, Kalamazoo, MI 49007 |
$1,106,265,657 | 2122 |
A percentage of AUM Hourly charges Fixed fees |
| ARCADIA INVESTMENT MANAGEMENT CORP
125 South Kalamazoo Mall, Ste 306, Kalamazoo, MI 49007 |
$652,918,613 | 336 |
A percentage of AUM Fixed fees |
| WOLFF FINANCIAL MANAGEMENT LLC
5938 Venture Park Drive, Kalamazoo, MI 49009 |
$409,631,923 | 997 |
A percentage of AUM |
| LONG ROAD INVESTMENT COUNSEL, LLC
107 W. Michigan Ave , Suite 804, Kalamazoo, MI 49007-3946 |
$301,115,000 | 109 |
A percentage of AUM |
| TRUNORTH CAPITAL MANAGEMENT, LLC
1321 S. Westnedge Aveune, Kalamazoo, MI 49008 |
$270,032,183 | 635 |
A percentage of AUM Fixed fees |
| N.V.N.G. INVESTMENTS, INC.
555 Crosstown Parkway , Suite 405, Kalamazoo, MI 49008-1982 |
$233,834,824 | 38 |
A percentage of AUM |
| GASAWAY INVESTMENT ADVISORS, INC.
7110 Stadium Drive, Kalamazoo, MI 49009 |
$162,800,478 | 680 |
A percentage of AUM Hourly charges Fixed fees |
| CLEAR RIDGE WEALTH MANAGEMENT, LLC
259 E. Michigan Avenue , Suite 105, Kalamazoo, MI 49007 |
$150,991,437 | 296 |
A percentage of AUM Hourly charges Fixed fees |
| BREAKWATER CAPITAL
251 N Rose Street Suite 200, Kalamazoo, MI 49007 |
$131,413,439 | 374 |
A percentage of AUM Hourly charges |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Blue Star Financial Group Inquire with Blue |
6800 W Q Ave, Kalamazoo, MI 49009 | 269-321-5021 |
| Adam Kokinis Inquire with Adam |
277 South Rose St, Kalamazoo, MI 49007 | 269-373-2645 |
| Cherry Tree Financial Inquire with Cherry |
433 E Michigan Ave, Kalamazoo, MI 49007 | 269-216-7070 |
| Linda Enzinger Inquire with Linda |
5751 E G Ave, Kalamazoo, MI 49004 | 269-349-8006 |
| Robert Schauer Inquire with Robert |
1090 N 10th St, Ste 200, Kalamazoo, MI 49009 | 269-544-0210 |
| Neal Miedema Inquire with Neal |
5991 Venture Park Dr, Kalamazoo, MI 49009 | 269-329-1683 |
| Miedema & Associates Inquire with Miedema |
5991 Venture Park Dr, Kalamazoo, MI 49009 | 269-329-1683 |
| George Smojver Inquire with George |
6800 W Q Ave, Kalamazoo, MI 49009 | 269-321-5021 |
| Paul Seals Inquire with Paul |
1090 N 10th St, Ste 200, Kalamazoo, MI 49009 | 269-544-1871 |
| Morgan Stanley Financial Advisors Inquire with Morgan |
277 South Rose St, Kalamazoo, MI 49007 | 269-373-2650 |
Grow your AUM with pre-qualified leads!
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