Mark Vanderpol
VanderPol Investments · Caledonia, Michigan
Mark Vanderpol is a fee-only financial advisor at VanderPol Investments in Caledonia, Michigan, who holds the CFP and CFA credentials. Mark charges a percentage of assets and focuses on tax planning.
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Specialties
Facts
| Firm | VanderPol Investments |
|---|---|
| Based in | Caledonia, Michigan |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $118.1M across 131 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in MI · CRD 6242445 |
| Exams passed | Series 65 (2013) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.vanderpolinvestments.com |
| Profile |
How Mark's firm compares
- VanderPol Investments's average account is about $902,000, from its Form ADV (assets managed divided by 131 accounts).
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Questions about Mark
Is Mark Vanderpol a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and VanderPol Investments 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 a percentage of assets.
Where is Mark Vanderpol based?
Mark Vanderpol is based in Caledonia, Michigan.
What does Mark specialize in?
Mark's specialties include tax planning.
What credentials does Mark Vanderpol hold?
Mark Vanderpol holds the CFP and CFA credentials.
Is Mark Vanderpol registered with the SEC?
Yes. Mark Vanderpol is registered as an investment adviser representative in MI (CRD 6242445), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does VanderPol Investments manage?
VanderPol Investments reports $118.1M across 131 accounts in assets under management.
How do I contact Mark Vanderpol?
Through Mark's website, www.vanderpolinvestments.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
- VanderPol Investments 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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