Lori Hannemann
Clear Ridge Wealth Management · Kalamazoo, Michigan
Lori Hannemann is a fee-only financial advisor at Clear Ridge Wealth Management in Kalamazoo, Michigan. Lori charges a percentage of assets (0.9% a year on the first tier of assets managed and no asset minimum) and focuses on estate & legacy planning, retirement planning and tax planning.
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Specialties
Facts
| Firm | Clear Ridge Wealth Management |
|---|---|
| Based in | Kalamazoo, Michigan |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.9% a year on the first tier of assets managed · No asset minimum |
| Assets under management | $244.6M across 425 accounts |
| SEC registration | Investment adviser representative in MI · CRD 8168817 |
| Exams passed | Series 65 (2025) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.clearridgewm.com |
How Lori's firm compares
- Clear Ridge Wealth Management's average account is about $576,000, from its Form ADV (assets managed divided by 425 accounts).
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Questions about Lori
Is Lori Hannemann a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lori holds no broker registration, and Clear Ridge Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lori charge for financial advice?
Lori charges a percentage of assets.
How much does Lori charge?
According to Clear Ridge Wealth Management's website, checked October 30, 2026: 0.9% a year on the first tier of assets managed; no asset minimum.
Where is Lori Hannemann based?
Lori Hannemann is based in Kalamazoo, Michigan.
What does Lori specialize in?
Lori's specialties include estate & legacy planning, retirement planning and tax planning.
Is Lori Hannemann registered with the SEC?
Yes. Lori Hannemann is registered as an investment adviser representative in MI (CRD 8168817), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clear Ridge Wealth Management manage?
Clear Ridge Wealth Management reports $244.6M across 425 accounts in assets under management.
How do I contact Lori Hannemann?
Through Lori's website, www.clearridgewm.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
- Clear Ridge Wealth Management 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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