Joshua Franken
LVZ · Holland, Michigan
Joshua Franken 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, TX · CRD 7210527 |
| Exams passed | Series 66 (2020) |
| 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 Franken 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 Franken based?
Joshua Franken is based in Holland, Michigan.
Is Joshua Franken registered with the SEC?
Yes. Joshua Franken is registered as an investment adviser representative in MI and TX (CRD 7210527), 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 Franken?
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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