Adam Schwallier
Schwallier Wealth Management LLC · Grand Rapids, Michigan
Adam Schwallier is a fee-only financial advisor at Schwallier Wealth Management LLC in Grand Rapids, Michigan, who holds the CFP and CMFC credentials. Schwallier Wealth Management LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Schwallier Wealth Management LLC |
|---|---|
| Based in | Grand Rapids, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $197.0M across 885 accounts |
| Credentials | CFP · CMFC |
| SEC registration | Investment adviser representative in IN, MI · CRD 4431899 |
| Exams passed | Series 66 (2001) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | swmadvisor.com |
| Profile |
How Adam's firm compares
- Schwallier Wealth Management LLC's average account is about $223,000, from its Form ADV (assets managed divided by 885 accounts).
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Questions about Adam
Is Adam Schwallier a fee-only financial advisor?
Yes. Adam Schwallier is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Adam's firm.
How does Adam charge for financial advice?
Adam's firm, Schwallier Wealth Management LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Adam Schwallier based?
Adam Schwallier is based in Grand Rapids, Michigan.
What credentials does Adam Schwallier hold?
Adam Schwallier holds the CFP and CMFC credentials.
Is Adam Schwallier registered with the SEC?
Yes. Adam Schwallier is registered as an investment adviser representative in IN and MI (CRD 4431899), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Schwallier Wealth Management LLC manage?
Schwallier Wealth Management LLC reports $197.0M across 885 accounts in assets under management.
How do I contact Adam Schwallier?
Through Adam's website, swmadvisor.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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