Cory Wietfeldt
CWS Financial Advisors · Kalamazoo, Michigan
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.
Request an introduction to Cory →
Specialties
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 | $1.33B across 2,156 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI, TX · CRD 2423429 |
| Exams passed | Series 63 (1994) · Series 66 (2007) |
| Firm size | 12 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.cwsfas.com |
| Profile |
How Cory's firm compares
- CWS Financial Advisors's average account is about $616,000, from its Form ADV (assets managed divided by 2,156 accounts).
Request an introduction to Cory
Tell Cory a little about what you're looking for. Cory 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 Cory
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.
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
- CWS Financial Advisors 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.