Ralph Wood
LVZ · Grand Rapids, Michigan
Ralph Wood is a fee-only financial advisor at LVZ in Grand Rapids, Michigan, who holds the ChFC credential. LVZ reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | LVZ |
|---|---|
| Based in | Grand Rapids, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.13B across 5,879 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in MI · CRD 1558917 |
| Exams passed | Series 63 (1986) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.lvzadvisors.com |
How Ralph's firm compares
- LVZ's average account is about $191,000, from its Form ADV (assets managed divided by 5,879 accounts).
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Questions about Ralph
Is Ralph Wood a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ralph holds no broker registration, and LVZ reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ralph charge for financial advice?
Ralph's firm, LVZ, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ralph Wood based?
Ralph Wood is based in Grand Rapids, Michigan.
What credentials does Ralph Wood hold?
Ralph Wood holds the ChFC credential.
Is Ralph Wood registered with the SEC?
Yes. Ralph Wood is registered as an investment adviser representative in MI (CRD 1558917), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does LVZ manage?
LVZ reports $1.13B across 5,879 accounts in assets under management.
How do I contact Ralph Wood?
Through Ralph's website, www.lvzadvisors.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
- 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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