Michelle Eldridge
Clear Ridge Wealth Management · Kalamazoo, Michigan
Michelle Eldridge is a fee-only financial advisor at Clear Ridge Wealth Management in Kalamazoo, Michigan, who holds the CFA credential. Michelle 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.
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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 | CFA |
| SEC registration | Investment adviser representative in TX · CRD 4389009 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.clearridgewm.com |
| Profile |
How Michelle's firm compares
- Clear Ridge Wealth Management's average account is about $576,000, from its Form ADV (assets managed divided by 425 accounts).
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Questions about Michelle
Is Michelle Eldridge a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michelle 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 Michelle charge for financial advice?
Michelle charges a percentage of assets.
How much does Michelle 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 Michelle Eldridge based?
Michelle Eldridge is based in Kalamazoo, Michigan.
What does Michelle specialize in?
Michelle's specialties include estate & legacy planning, retirement planning and tax planning.
What credentials does Michelle Eldridge hold?
Michelle Eldridge holds the CFA credential.
Is Michelle Eldridge registered with the SEC?
Yes. Michelle Eldridge is registered as an investment adviser representative in TX (CRD 4389009), 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 Michelle Eldridge?
Through Michelle'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.
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