Mary Britenfeld
Schwallier Wealth Management · Grand Rapids, Michigan
Mary Britenfeld is a fee-only financial advisor at Schwallier Wealth Management in Grand Rapids, Michigan. Schwallier Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Schwallier Wealth Management |
|---|---|
| Based in | Grand Rapids, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $197.0M across 885 accounts |
| SEC registration | Investment adviser representative in IN, MI · CRD 7077624 |
| Exams passed | Series 66 (2020) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.swmadvisor.com |
How Mary's firm compares
- Schwallier Wealth Management's average account is about $223,000, from its Form ADV (assets managed divided by 885 accounts).
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Questions about Mary
Is Mary Britenfeld a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mary holds no broker registration, and Schwallier Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mary charge for financial advice?
Mary's firm, Schwallier Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mary Britenfeld based?
Mary Britenfeld is based in Grand Rapids, Michigan.
Is Mary Britenfeld registered with the SEC?
Yes. Mary Britenfeld is registered as an investment adviser representative in IN and MI (CRD 7077624), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Schwallier Wealth Management manage?
Schwallier Wealth Management reports $197.0M across 885 accounts in assets under management.
How do I contact Mary Britenfeld?
Through Mary's website, www.swmadvisor.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Grand Rapids
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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