# Michael Brundage

> Michael Brundage is a fee-only financial advisor at Clear Ridge Wealth Management in Kalamazoo, Michigan, who holds the CFP credential. Michael 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.

Page: https://find.wellspent.co/advisors/michael-brundage/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm):** $244.6M across 425 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Retirement planning, Tax planning
- **CRD:** 6385031 (https://adviserinfo.sec.gov/individual/summary/6385031)
- **SEC registration:** Investment adviser representative in MI, TX
- **Exams passed:** Series 65 (2014)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.clearridgewm.com/

## Frequently asked questions

### Is Michael Brundage a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?

Michael charges a percentage of assets.

### How much does Michael 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 Michael Brundage based?

Michael Brundage is based in Kalamazoo, Michigan.

### What does Michael specialize in?

Michael's specialties include estate & legacy planning, retirement planning and tax planning.

### What credentials does Michael Brundage hold?

Michael Brundage holds the CFP credential.

### Is Michael Brundage registered with the SEC?

Yes. Michael Brundage is registered as an investment adviser representative in MI and TX (CRD 6385031), 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 Michael Brundage?

Through Michael's website, www.clearridgewm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6385031): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.clearridgewm.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.