Marc Livernois
Msdr Partners · Grand Haven, Michigan
Marc Livernois is a fee-only financial advisor at Msdr Partners in Grand Haven, Michigan. Msdr Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Msdr Partners |
|---|---|
| Based in | Grand Haven, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $25.5M across 135 accounts |
| SEC registration | Investment adviser representative in MI · CRD 2204155 |
| Exams passed | Series 63 (1992) · Series 66 (2004) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.msdradvisors.com |
How Marc's firm compares
- Msdr Partners's average account is about $189,000, from its Form ADV (assets managed divided by 135 accounts).
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Questions about Marc
Is Marc Livernois a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marc holds no broker registration, and Msdr Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marc charge for financial advice?
Marc's firm, Msdr Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Marc Livernois based?
Marc Livernois is based in Grand Haven, Michigan.
Is Marc Livernois registered with the SEC?
Yes. Marc Livernois is registered as an investment adviser representative in MI (CRD 2204155), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Msdr Partners manage?
Msdr Partners reports $25.5M across 135 accounts in assets under management.
How do I contact Marc Livernois?
Through Marc's website, www.msdradvisors.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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