# Alan Tubbergen

> Alan Tubbergen is a fee-only financial advisor at Advisory Advocates in Grand Rapids, Michigan. Advisory Advocates reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/alan-tubbergen/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Advisory Advocates
- **Based in:** Grand Rapids, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $158.6M across 559 accounts
- **Works with:** Multi-generational families
- **CRD:** 5202376 (https://adviserinfo.sec.gov/individual/summary/5202376)
- **SEC registration:** Investment adviser representative in MI
- **Exams passed:** Series 65 (2011)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.advisoryadvocates.com

## Frequently asked questions

### Is Alan Tubbergen a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Alan holds no broker registration, and Advisory Advocates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Alan charge for financial advice?

Alan's firm, Advisory Advocates, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Alan Tubbergen based?

Alan Tubbergen is based in Grand Rapids, Michigan.

### Is Alan Tubbergen registered with the SEC?

Yes. Alan Tubbergen is registered as an investment adviser representative in MI (CRD 5202376), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Advisory Advocates manage?

Advisory Advocates reports $158.6M across 559 accounts in assets under management.

### How do I contact Alan Tubbergen?

Through Alan's website, www.advisoryadvocates.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5202376): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://advisoryadvocates.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.