Mark Rougas
Grand Wealth Management · Grand Rapids, Michigan
Mark Rougas is a fee-only financial advisor at Grand Wealth Management in Grand Rapids, Michigan, who holds the CFP credential. Mark charges an ongoing planning fee and focuses on small business owners, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Grand Wealth Management |
|---|---|
| Based in | Grand Rapids, Michigan |
| Fee model | Ongoing planning fee |
| Assets under management | $597.8M across 929 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI · CRD 7635533 |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.grandwealth.com |
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Questions about Mark
Is Mark Rougas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Grand Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark charges an ongoing planning fee.
Where is Mark Rougas based?
Mark Rougas is based in Grand Rapids, Michigan.
What does Mark specialize in?
Mark's specialties include small business owners, estate & legacy planning, tax planning and family wealth transfer. Mark works with multi-generational families.
What credentials does Mark Rougas hold?
Mark Rougas holds the CFP credential.
Is Mark Rougas registered with the SEC?
Yes. Mark Rougas is registered as an investment adviser representative in MI (CRD 7635533), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Grand Wealth Management manage?
Grand Wealth Management reports $597.8M across 929 accounts in assets under management.
How do I contact Mark Rougas?
Through Mark's website, www.grandwealth.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
- Grand 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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