George Racette
Calder Financial Group · Ada, Michigan
George Racette is a fee-only financial advisor at Calder Financial Group in Ada, Michigan. George charges a one-time planning fee and focuses on retirement planning and tax planning.
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Specialties
Facts
| Firm | Calder Financial Group |
|---|---|
| Based in | Ada, Michigan |
| Fee model | One-time planning fee |
| Assets under management | $297M across 1,831 accounts |
| SEC registration | Investment adviser representative in IL, MI · CRD 1156380 |
| Exams passed | Series 63 (1996) · Series 65 (2010) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.wearecalder.com |
How George's firm compares
- Calder Financial Group's average account is about $162,000, from its Form ADV (assets managed divided by 1,831 accounts).
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Questions about George
Is George Racette a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: George holds no broker registration, and Calder Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does George charge for financial advice?
George charges a one-time planning fee.
Where is George Racette based?
George Racette is based in Ada, Michigan.
What does George specialize in?
George's specialties include retirement planning and tax planning.
Is George Racette registered with the SEC?
Yes. George Racette is registered as an investment adviser representative in IL and MI (CRD 1156380), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Calder Financial Group manage?
Calder Financial Group reports $297M across 1,831 accounts in assets under management.
How do I contact George Racette?
Through George's website, www.wearecalder.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
- Calder Financial Group 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.
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