Lindsey Splendorio
CWS Financial Advisors · Kalamazoo, Michigan
Lindsey Splendorio is a fee-only financial advisor at CWS Financial Advisors in Kalamazoo, Michigan, who holds the CFP credential. Lindsey charges a percentage of assets (0.5%–1% a year of assets managed) and focuses on retirement planning.
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Specialties
Facts
| Firm | CWS Financial Advisors |
|---|---|
| Based in | Kalamazoo, Michigan |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.5%–1% a year of assets managed |
| Assets under management | $1.33B across 2,156 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI · CRD 4529622 |
| Exams passed | Series 66 (2002) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.cwsfas.com |
| Profile |
How Lindsey's firm compares
- CWS Financial Advisors's average account is about $616,000, from its Form ADV (assets managed divided by 2,156 accounts).
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Questions about Lindsey
Is Lindsey Splendorio a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lindsey holds no broker registration, and CWS Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lindsey charge for financial advice?
Lindsey charges a percentage of assets.
How much does Lindsey charge?
According to CWS Financial Advisors's website, checked October 30, 2026: 0.5%–1% a year of assets managed.
Where is Lindsey Splendorio based?
Lindsey Splendorio is based in Kalamazoo, Michigan.
What does Lindsey specialize in?
Lindsey's specialties include retirement planning.
What credentials does Lindsey Splendorio hold?
Lindsey Splendorio holds the CFP credential.
Is Lindsey Splendorio registered with the SEC?
Yes. Lindsey Splendorio is registered as an investment adviser representative in MI (CRD 4529622), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CWS Financial Advisors manage?
CWS Financial Advisors reports $1.33B across 2,156 accounts in assets under management.
How do I contact Lindsey Splendorio?
Through Lindsey's website, www.cwsfas.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
- CWS Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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