Advance Wealth Management Service at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 191 individual clients, 24 of them high net worth.
- Its average account is about $151,000 (assets it manages divided by its 587 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Grand Rapids, Michigan |
|---|---|
| [email protected] | |
| Phone | (616) 425-7520 |
Questions about Advance Wealth Management Service
How is Advance Wealth Management Service paid?
Advance Wealth Management Service's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Advance Wealth Management Service have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Advance Wealth Management Service.
What is the average account at Advance Wealth Management Service?
Advance Wealth Management Service's average account is about $151,000. That's the assets on its Form ADV divided by its 587 accounts.
Advance Wealth Management Service fees
Advance Wealth Management Service doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $89 million |
| Individual clients | 167 |
| High-net-worth clients | 24 |
| Accounts managed | 587 |
| Employees | 1 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-115284) |
| Financial planning | Offered |
| Form ADV filed | March 19, 2026 |
| SEC record | CRD 301780 |