Loran Filson
Financial Advisory · Grand Rapids, Michigan
Loran Filson is a fee-only financial advisor at Financial Advisory in Grand Rapids, Michigan, who holds the CFP credential. Financial Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Financial Advisory |
|---|---|
| Based in | Grand Rapids, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.10B across 1,162 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, MI, TX · CRD 1712782 |
| Exams passed | Series 63 (1990) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | facwealth.com |
How Loran's firm compares
- Financial Advisory's average account is about $951,000, from its Form ADV (assets managed divided by 1,162 accounts).
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Questions about Loran
Is Loran Filson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Loran holds no broker registration, and Financial Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Loran charge for financial advice?
Loran's firm, Financial Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Loran Filson based?
Loran Filson is based in Grand Rapids, Michigan.
What credentials does Loran Filson hold?
Loran Filson holds the CFP credential.
Is Loran Filson registered with the SEC?
Yes. Loran Filson is registered as an investment adviser representative in FL, MI and TX (CRD 1712782), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Advisory manage?
Financial Advisory reports $1.10B across 1,162 accounts in assets under management.
How do I contact Loran Filson?
Through Loran's website, facwealth.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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