Joshua Bergsma
LVZ · Holland, Michigan
Joshua Bergsma is a fee-only financial advisor at LVZ in Holland, Michigan. LVZ reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | LVZ |
|---|---|
| Based in | Holland, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.13B across 5,879 accounts |
| SEC registration | Investment adviser representative in MI · CRD 7697767 |
| Exams passed | Series 65 (2025) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.lvzadvisors.com |
How Joshua's firm compares
- LVZ's average account is about $191,000, from its Form ADV (assets managed divided by 5,879 accounts).
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Questions about Joshua
Is Joshua Bergsma a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and LVZ reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, LVZ, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joshua Bergsma based?
Joshua Bergsma is based in Holland, Michigan.
Is Joshua Bergsma registered with the SEC?
Yes. Joshua Bergsma is registered as an investment adviser representative in MI (CRD 7697767), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does LVZ manage?
LVZ reports $1.13B across 5,879 accounts in assets under management.
How do I contact Joshua Bergsma?
Through Joshua's website, www.lvzadvisors.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.
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