Michael Brundage
Clear Ridge Wealth Management · Kalamazoo, Michigan
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.
Request an introduction to Michael →
Specialties
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 | $244.6M across 425 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI, TX · CRD 6385031 |
| Exams passed | Series 65 (2014) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.clearridgewm.com |
| Profile |
How Michael's firm compares
- Clear Ridge Wealth Management's average account is about $576,000, from its Form ADV (assets managed divided by 425 accounts).
Request an introduction to Michael
Tell Michael a little about what you're looking for. Michael isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Michael
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.
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
- Clear Ridge 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.
See something wrong? Request a correction. Read our methodology.