Ryan Deters
Grand Wealth Management · Grand Rapids, Michigan
Ryan Deters is a fee-only financial advisor at Grand Wealth Management in Grand Rapids, Michigan, who holds the CFP credential. Ryan charges an ongoing planning fee and focuses on small business owners, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Grand Wealth Management |
|---|---|
| Based in | Grand Rapids, Michigan |
| Fee model | Ongoing planning fee |
| Assets under management | $597.8M across 929 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI · CRD 7313942 |
| Exams passed | Series 65 (2020) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.grandwealth.com |
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Questions about Ryan
Is Ryan Deters a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Grand Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ryan charge for financial advice?
Ryan charges an ongoing planning fee.
Where is Ryan Deters based?
Ryan Deters is based in Grand Rapids, Michigan.
What does Ryan specialize in?
Ryan's specialties include small business owners, estate & legacy planning, tax planning and family wealth transfer. Ryan works with multi-generational families.
What credentials does Ryan Deters hold?
Ryan Deters holds the CFP credential.
Is Ryan Deters registered with the SEC?
Yes. Ryan Deters is registered as an investment adviser representative in MI (CRD 7313942), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Grand Wealth Management manage?
Grand Wealth Management reports $597.8M across 929 accounts in assets under management.
How do I contact Ryan Deters?
Through Ryan's website, www.grandwealth.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
- Grand 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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