Firm
Calder Financial Group
Ada, Michigan
Fee-only
Calder Financial Group at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the CFA.
- Its Form ADV reports 7 employees and 511 individual clients, 48 of them high net worth.
- Its average account is about $162,000 (assets it manages divided by its 1,831 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Ada, Michigan |
|---|---|
| Website | wearecalder.com |
| Phone | (616) 235-2442 |
Calder Financial Group fees
Calder Financial Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: one-time plans or projects. 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 | $297 million |
| Individual clients | 463 |
| High-net-worth clients | 48 |
| Accounts managed | 1,831 |
| Employees | 7 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-67907) |
| Financial planning | Offered |
| Form ADV filed | March 11, 2026 |
| SEC record | CRD 143973 |