# Emily Wetter

> Emily Wetter is a fee-only financial advisor at Schwallier Wealth Management in Avoca, Michigan, who holds the CFP credential. Schwallier Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/emily-wetter/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Schwallier Wealth Management
- **Based in:** Avoca, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $197.0M across 885 accounts
- **Credentials:** CFP
- **CRD:** 6910296 (https://adviserinfo.sec.gov/individual/summary/6910296)
- **SEC registration:** Investment adviser representative in MI
- **Exams passed:** Series 66 (2018)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.swmadvisor.com

## Frequently asked questions

### Is Emily Wetter a fee-only financial advisor?

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

### How does Emily charge for financial advice?

Emily's firm, Schwallier Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Emily Wetter based?

Emily Wetter is based in Avoca, Michigan.

### What credentials does Emily Wetter hold?

Emily Wetter holds the CFP credential.

### Is Emily Wetter registered with the SEC?

Yes. Emily Wetter is registered as an investment adviser representative in MI (CRD 6910296), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Schwallier Wealth Management manage?

Schwallier Wealth Management reports $197.0M across 885 accounts in assets under management.

### How do I contact Emily Wetter?

Through Emily's website, www.swmadvisor.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6910296): 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

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