Kyle Schwallier
Schwallier Wealth Management · Grand Rapids, Michigan
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.
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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 | $197.0M across 885 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI · CRD 6621347 |
| Exams passed | Series 66 (2019) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.swmadvisor.com |
How Kyle's firm compares
- Schwallier Wealth Management's average account is about $223,000, from its Form ADV (assets managed divided by 885 accounts).
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Questions about Kyle
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.
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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