Fiduciary advisors in Grand Rapids, MI

29 registered advisers

29 SEC-registered fiduciary advisory firms operate in Grand Rapids, Michigan. Roughly 93% of registered fiduciary firms here are fee-only, totaling 27 practices. Each listing below includes compensation method, assets under management, and any disclosed regulatory history.

AI ALPHA LLC

Fee-Only, No ConflictsClean Record
Grand Rapids, MichiganCRD #334908
Typical Fee--
AUM--
Minimum--
Clients--

ASPEN INVESTMENT MANAGEMENT INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Grand Rapids, MichiganCRD #112081
Typical Fee--
AUM$286M
Minimum--
Clients540

AUXO INVESTMENT PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Grand Rapids, MichiganCRD #290177
Typical Fee--
AUM$292M
Minimum--
Clients11

BEMANAGED

Fee-Only, No ConflictsClean Record
Grand Rapids, MichiganCRD #140099
Typical Fee--
AUM$442M
Minimum--
Clients1,242

BLUE WATER ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Grand Rapids, MichiganCRD #175362
Typical Fee--
AUM$387M
Minimum--
Clients1,796

BROOKTREE CAPITAL MANAGEMENT INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Grand Rapids, MichiganCRD #114173
Typical Fee--
AUM$148M
Minimum--
Clients71

BURNHAM & COMPANY LLC

Fee-OnlyAlso Compensated via Product Sales
Grand Rapids, MichiganCRD #319339
Typical Fee--
AUM$118M
Minimum--
Clients262

CENTENNIAL SECURITIES COMPANY INC

Also Compensated via Brokerage
Grand Rapids, MichiganCRD #7763
Typical Fee--
AUM$1.2B
Minimum--
Clients2,654

DS INVESTMENT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Grand Rapids, MichiganCRD #319351
Typical Fee--
AUM$346M
Minimum--
Clients254

FAMILY CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Grand Rapids, MichiganCRD #111230
Typical Fee--
AUM$329M
Minimum--
Clients1,212

FIDUCIARY FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Grand Rapids, MichiganCRD #172103
Typical Fee--
AUM$1.2B
Minimum--
Clients2,035

FINANCIAL ADVISORY CORPORATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Grand Rapids, MichiganCRD #105472
Typical Fee--
AUM$1.1B
Minimum--
Clients1,162

GRAND WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Grand Rapids, MichiganCRD #132137
Typical Fee--
AUM$530M
Minimum--
Clients915

HILL ISLAND FINANCIAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Grand Rapids, MichiganCRD #313469
Typical Fee--
AUM$537M
Minimum--
Clients572

HUNGERFORD FINANCIAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Grand Rapids, MichiganCRD #249789
Typical Fee--
AUM$378M
Minimum--
Clients892

INNOVIA WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Grand Rapids, MichiganCRD #289913
Typical Fee--
AUM$2.4B
Minimum--
Clients3,295

KROON & MITCHELL ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Grand Rapids, MichiganCRD #168120
Typical Fee--
AUM$193M
Minimum--
Clients753

LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Grand Rapids, MichiganCRD #168831
Typical Fee--
AUM$927M
Minimum--
Clients811

LIFEWORKS ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Grand Rapids, MichiganCRD #288255
Typical Fee--
AUM$742M
Minimum--
Clients3,785

MIDWEST CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Grand Rapids, MichiganCRD #125389
Typical Fee--
AUM$1.1B
Minimum--
Clients867

NPF INVESTMENT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Grand Rapids, MichiganCRD #104683
Typical Fee--
AUM$2.5B
Minimum--
Clients2,831

OA PRIVATE CAPITAL

Fee-Only, No ConflictsClean Record
Grand Rapids, MichiganCRD #282516
Typical Fee--
AUM$20.4B
Minimum--
Clients91

RED CEDAR INVESTMENT MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Grand Rapids, MichiganCRD #170939
Typical Fee--
AUM$2.0B
Minimum--
Clients65

RM INVESTMENT STRATEGIES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Grand Rapids, MichiganCRD #322828
Typical Fee--
AUM$26M
Minimum--
Clients102

SCHWALLIER WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Grand Rapids, MichiganCRD #143329
Typical Fee--
AUM$171M
Minimum--
Clients808

STONEBRIDGE FINANCIAL GROUP

Clean RecordAlso Compensated via Product Sales
Grand Rapids, MichiganCRD #166251
Typical Fee--
AUM$652M
Minimum--
Clients766

SYNERGY WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Grand Rapids, MichiganCRD #174633
Typical Fee--
AUM$120M
Minimum--
Clients604

VOISARD ASSET MANAGEMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Grand Rapids, MichiganCRD #118048
Typical Fee--
AUM$589M
Minimum--
Clients1,614

WEALTHSPAN INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Grand Rapids, MichiganCRD #309553
Typical Fee--
AUM$79M
Minimum--
Clients469
Fiduciary Advisors in Grand Rapids, Michigan | FiduciaryListings