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Portfolio Size of 100K and
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Your service helped us connect with Brian who had clients similar to our situation.
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Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
Grand Rapids, Michigan, known for its thriving healthcare industry and growing economy, offers an exceptional quality of life with a relatively low cost of living compared to other major U.S. cities. As a hub for manufacturing, healthcare, and technology, the city attracts professionals, families, and retirees alike. The city is also undertaking a number of initiatives to become a more age-friendly city such as improvements to walkability, transportation, and access to senior services.
With over 900+ financial advisors in Grand Rapids plying their trade in the city, it may be challenging to find an advisor that fits the bill. WiserAdvisor simplifies this process by connecting you with 2-3 vetted professionals, including fiduciary financial advisors in Grand Rapids who best match your needs.
For over two decades, we have maintained a trusted directory of financial advisors who meet strict industry standards. Having a financial advisor who can understand your specific financial situation and has the relevant financial qualifications in Grand Rapids, Michigan, can guide you toward attaining your goals with confidence.
Grand Rapids
has
1
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. 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 |
|---|---|---|---|---|
|
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 |
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
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.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 74 | 85 | $20,209,044,347 | A percentage of AUM, Performance Based |
|
| 15 | 2599 | $2,354,512,728 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 26 | 3183 | $2,232,574,455 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 15 | 59 | $1,628,447,738 | A percentage of AUM |
|
| 40 | 3513 | $1,071,810,373 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 8 | 891 | $947,304,066 | A percentage of AUM, Fixed fees, Other (CONSULTING FEES) |
|
| 14 | 1180 | $913,274,779 | A percentage of AUM, Hourly charges, Fixed fees, Other (COMBINATION OF ASSETS UNDER MANAGEMENT, NET WORTH, AND BASE FEE.) |
|
| 6 | 777 | $870,037,039 | A percentage of AUM |
|
| 40 | 3785 | $742,298,024 | A percentage of AUM, Fixed fees |
|
| 13 | 1062 | $604,519,121 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 5 | 669 | $576,126,530 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
|
| 27 | 1294 | $555,420,848 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 8 | 1465 | $490,209,538 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 8 | 550 | $446,640,410 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 7 | 1270 | $393,802,741 | A percentage of AUM, Hourly charges |
Choosing the right financial advisor in Grand Rapids requires careful consideration of your financial goals and the advisor's qualifications. Start by identifying your needs, such as retirement planning, investment management, or comprehensive financial planning. Look for advisors with relevant certifications, like CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst), which indicate expertise and adherence to ethical standards.
It's crucial to choose a fiduciary financial advisor in Grand Rapids, as fiduciaries are legally obligated to act in your best interest. You can verify their fiduciary status through regulatory bodies like FINRA's BrokerCheck or the SEC's Investment Adviser Public Disclosure. Additionally, review their fee structure-whether they are fee-only, fee-based, or commission-based-to ensure transparency and alignment with your financial interests.
Seek recommendations from people you trust and consider reading online reviews for insights into client experiences. You may also schedule introductory consultations with multiple Grand Rapids financial advisors by using WiserAdvisor's free match tool. This tool will match you with 2-3 vetted financial advisors in your area who have been pre-screened for experience and hold clean records with FINRA and the SEC.
A fiduciary financial advisor is someone who is legally obligated to act in their client's best interests. Unlike other advisors who might earn commissions from selling financial products, fiduciary advisors provide transparent, unbiased advice tailored to your financial goals. They are required to disclose any conflicts of interest and prioritize your financial well-being over their compensation.
Fiduciary financial advisors in Grand Rapids typically operate under a fee-only model, meaning they charge for their services through a flat fee, hourly rate, or a percentage of assets under management (AUM). This model minimizes conflicts of interest and ensures that their guidance is solely based on what benefits you the most.
To verify if an advisor is a fiduciary, ask directly during your consultation or check their Form ADV on the SEC's Investment Adviser Public Disclosure website. Working with a fiduciary advisor ensures that your financial strategy is aligned with your goals.
A financial planner provides comprehensive financial guidance, including retirement planning, tax strategies, estate planning, and budgeting. They help you create a long-term financial roadmap tailored to your life goals. A Grand Rapids financial planner will often hold certifications like CFP (Certified Financial Planner), indicating specialized knowledge in holistic financial planning.
On the other hand, an investment advisor focuses primarily on managing investment portfolios. Their primary objective is to optimize your investment strategy, balancing risk and return according to your financial objectives. They provide advice on asset allocation, stock selection, and ongoing portfolio management. Investment advisors in Grand Rapids are typically registered with the SEC or state regulatory bodies as Registered Investment Advisors (RIAs).
Financial planners differ from investment advisors in the scope of services offered by them. While financial planners take a broad, comprehensive approach toward financial planning, investment advisors on the other hand, focus on investment management. Depending on your needs, you might benefit from working with one or both types of professionals.
Yes, you can change your financial advisor if you're not satisfied with their services. Begin by reviewing your contract to understand any termination clauses or fees associated with ending the relationship. Once you've decided, communicate your decision clearly and professionally, and request a detailed account of any pending actions or paperwork.
To ensure a smooth transition, find a new fiduciary financial advisor in Grand Rapids who better aligns with your financial goals. It's important to keep your financial objectives in focus during this transition to minimize any disruption to your strategy. You may use WiserAdvisor's free match tool to find qualified Grand Rapids, MI financial advisors who match your needs.
Preparing for your first meeting with a Grand Rapids financial planner involves gathering essential financial documents to give the advisor a comprehensive view of your financial situation. These documents may include:
Additionally, clearly outline your financial goals-whether it's retirement planning, buying a house, saving for college, or wealth accumulation. Be prepared to discuss your risk tolerance, investment preferences, and time horizon for each goal.
Also, inquire about the advisor's qualifications, fiduciary status, fee structure, and how they plan to tailor their services to your needs. This initial meeting is an opportunity to establish trust and evaluate if the advisor's approach aligns with your financial objectives.
Technology helps enhance efficiency, accuracy, and client engagement in modern financial advising. Grand Rapids MI financial advisors increasingly leverage the latest tools, robo-advisors, and investment management platforms to provide personalized and data-driven advice.
These tools allow the advisors to chart detailed financial projections, real-time portfolio tracking, and scenario analysis to help clients make informed decisions. Additionally, your investments can be automated through algorithms that optimize asset allocation and rebalance portfolios, reducing human error. By making use of advanced fintech solutions, financial consultants in Grand Rapids can offer a more streamlined, transparent, and interactive financial planning experience.
Yes, financial advisors in Michigan, including Grand Rapids financial advisors, must adhere to state and federal regulations designed to protect investors. Advisors managing over $100 million in assets are regulated by the Securities and Exchange Commission (SEC). Additionally, fiduciary advisors must comply with the Investment Advisers Act of 1940, which mandates transparency in fees, disclosures of conflicts of interest, and adherence to a fiduciary standard of care.
To ensure compliance, verify your advisor's credentials using FINRA's BrokerCheck or the SEC's Investment Adviser Public Disclosure tool. You may corroborate the advisor's employment history, licenses, qualifications, and any disciplinary actions.
To find vetted financial advisors in Grand Rapids, MI, start by exploring reputable online directories such as:
Alternatively, consider seeking referrals from trusted friends, family, or colleagues who have had positive experiences with Grand Rapids financial planners. Use this opportunity to schedule consultations with a few potential advisors to assess their approach, communication style, and compatibility with your financial goals before making a final decision.
