# Cory Wietfeldt

> Cory Wietfeldt is a fee-only financial advisor at CWS Financial Advisors in Kalamazoo, Michigan, who holds the CFP credential. Cory charges a percentage of assets (0.5%–1% a year of assets managed) and focuses on retirement planning.

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

## Facts

- **Firm:** CWS Financial Advisors
- **Based in:** Kalamazoo, Michigan
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.5%–1% a year of assets managed
- **Assets under management (firm):** $1.33B across 2,156 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 2423429 (https://adviserinfo.sec.gov/individual/summary/2423429)
- **SEC registration:** Investment adviser representative in MI, TX
- **Exams passed:** Series 63 (1994), Series 66 (2007)
- **Firm size:** 12 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.cwsfas.com

## Frequently asked questions

### Is Cory Wietfeldt a fee-only financial advisor?

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

### How does Cory charge for financial advice?

Cory charges a percentage of assets.

### How much does Cory charge?

According to CWS Financial Advisors's website, checked October 30, 2026: 0.5%–1% a year of assets managed.

### Where is Cory Wietfeldt based?

Cory Wietfeldt is based in Kalamazoo, Michigan.

### What does Cory specialize in?

Cory's specialties include retirement planning.

### What credentials does Cory Wietfeldt hold?

Cory Wietfeldt holds the CFP credential.

### Is Cory Wietfeldt registered with the SEC?

Yes. Cory Wietfeldt is registered as an investment adviser representative in MI and TX (CRD 2423429), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does CWS Financial Advisors manage?

CWS Financial Advisors reports $1.33B across 2,156 accounts in assets under management.

### How do I contact Cory Wietfeldt?

Through Cory's website, www.cwsfas.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2423429): 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://cwsfinancialadvisors.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.