# Kyle Schwallier

> Kyle Schwallier is a fee-only financial advisor at Schwallier Wealth Management in Grand Rapids, 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/kyle-schwallier/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Schwallier Wealth Management
- **Based in:** Grand Rapids, 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:** 6621347 (https://adviserinfo.sec.gov/individual/summary/6621347)
- **SEC registration:** Investment adviser representative in MI
- **Exams passed:** Series 66 (2019)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.swmadvisor.com

## Frequently asked questions

### Is Kyle Schwallier a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kyle 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 Kyle charge for financial advice?

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

### Where is Kyle Schwallier based?

Kyle Schwallier is based in Grand Rapids, Michigan.

### What credentials does Kyle Schwallier hold?

Kyle Schwallier holds the CFP credential.

### Is Kyle Schwallier registered with the SEC?

Yes. Kyle Schwallier is registered as an investment adviser representative in MI (CRD 6621347), 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 Kyle Schwallier?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6621347): 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

---

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