Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Grand Rapids has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Grand Rapids, Michigan have an average of 21 years of experience.
Brian Kage
Benjamin F. Edwards
Qualifications
CRD# 5866659
Firm CRD# 146936
Minimum Assets Required
Not Specified
Not Specified
Not Specified
Adam Schwallier
CFP®
Schwallier Wealth Management LLC
Qualifications
CRD# 4431899
Firm CRD# 143329
Series 66
Minimum Assets Required
$250,000
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
Fee-Only, Hourly, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 2687 44th Street Se, Kentwood, MI, 49512 | $2,550,489,630 | 12870 | 140 | A percentage of AUM, Hourly charges, Fixed fees, Other (THIRD PARTY FEES) |
2 | 3226 28th Street Se, Kentwood, MI, 49512 | $386,968,026 | 2793 | 8 | A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES/ PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
QualificationsFirm CRD# 125004
Assets Under Management $2,550,489,630
No. Of Clients12870
Clients Per Financial Advisor92
REGAL INVESTMENT ADVISORS LLC is a financial advisory firm situated in Kentwood, Michigan. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12870 clients. The team consists of 140 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 153067
Assets Under Management $386,968,026
No. Of Clients2793
Clients Per Financial Advisor349
MATTSON FINANCIAL SERVICES, LLC is a financial advisory firm situated in Kentwood, Michigan. With a nearly $387M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2793 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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