Steven Underriter
Freedom Financial Planning Solutions · Grand Rapids, Michigan
Steven Underriter is a fee-only financial advisor at Freedom Financial Planning Solutions in Grand Rapids, Michigan. Steven charges a flat fee or retainer (no asset minimum) and focuses on retirement planning, student loans and flat-fee planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Freedom Financial Planning Solutions |
|---|---|
| Based in | Grand Rapids, Michigan |
| Fee model | Flat fee or retainer |
| Fees (firm's website) | No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $2.4M across 37 accounts |
| SEC registration | Investment adviser representative in MI, VA · CRD 6907175 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | freedomfpsolutions.com |
How Steven's firm compares
- Freedom Financial Planning Solutions's average account is about $66,000, from its Form ADV (assets managed divided by 37 accounts).
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Questions about Steven
Is Steven Underriter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Freedom Financial Planning Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven charges a flat fee or retainer.
How much does Steven charge?
According to Freedom Financial Planning Solutions's website, checked October 30, 2026: no asset minimum.
Where is Steven Underriter based?
Steven Underriter is based in Grand Rapids, Michigan.
What does Steven specialize in?
Steven's specialties include retirement planning, student loans, flat-fee planning and tax planning. Steven works with retirees and pre-retirees.
Is Steven Underriter registered with the SEC?
Yes. Steven Underriter is registered as an investment adviser representative in MI and VA (CRD 6907175), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Freedom Financial Planning Solutions manage?
Freedom Financial Planning Solutions reports $2.4M across 37 accounts in assets under management.
How do I contact Steven Underriter?
Through Steven's website, freedomfpsolutions.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
- Freedom Financial Planning Solutions 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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