Firm
Cedar Ridge Investment Management
Byron Center, Michigan
Fee-only
Cedar Ridge Investment Management at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFA.
- Its Form ADV reports 1 employee and 100 individual clients, 50 of them high net worth.
- Its average account is about $509,000 (assets it manages divided by its 106 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Byron Center, Michigan |
|---|---|
| Website | cedarridgeim.com |
| Phone | (616) 205-3135 |
Cedar Ridge Investment Management fees
Cedar Ridge Investment Management 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 |
|---|---|
| Assets managed | $54 million |
| Individual clients | 50 |
| High-net-worth clients | 50 |
| Accounts managed | 106 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | May 28, 2026 |
| SEC record | CRD 326497 |