Alan Tubbergen
Advisory Advocates · Grand Rapids, Michigan
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.
Request an introduction to Alan →
Who they serve
- Multi-generational families
Facts
| Firm | Advisory Advocates |
|---|---|
| Based in | Grand Rapids, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $158.6M across 559 accounts |
| SEC registration | Investment adviser representative in MI · CRD 5202376 |
| Exams passed | Series 65 (2011) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.advisoryadvocates.com |
| Profile |
How Alan's firm compares
- Advisory Advocates's average account is about $284,000, from its Form ADV (assets managed divided by 559 accounts).
Request an introduction to Alan
Tell Alan a little about what you're looking for. Alan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Alan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Advisory Advocates website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.