W Wellspent Public advisor graph
Wellspent public graph/Advisors/James Moerdyk
Advisor

James Moerdyk

Capital Advisor Network · Grand Rapids, Michigan

James Moerdyk is a fee-only financial advisor at Capital Advisor Network in Grand Rapids, Michigan. Capital Advisor Network reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

Request an introduction to James →

Facts

FirmCapital Advisor Network
Based in Grand Rapids, Michigan
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$124.5M across 1,261 accounts
SEC registration Investment adviser representative in MI · CRD 6441856
Exams passedSeries 65 (2014)
Firm size18 employees
Disclosures None reported
Websitewww.moerdykfinancial.com

How James's firm compares

  • Capital Advisor Network's average account is about $99,000, from its Form ADV (assets managed divided by 1,261 accounts).

What fee-only advisors charge in Michigan

Request an introduction to James

Tell James a little about what you're looking for. James 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 James

Is James Moerdyk a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Capital Advisor Network reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does James charge for financial advice?

James's firm, Capital Advisor Network, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is James Moerdyk based?

James Moerdyk is based in Grand Rapids, Michigan.

Is James Moerdyk registered with the SEC?

Yes. James Moerdyk is registered as an investment adviser representative in MI (CRD 6441856), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Capital Advisor Network manage?

Capital Advisor Network reports $124.5M across 1,261 accounts in assets under management.

How do I contact James Moerdyk?

Through James's website, www.moerdykfinancial.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
  • 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.