Firm
Clear Ridge Wealth Management
Kalamazoo, Michigan
Fee-only
Clear Ridge Wealth 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 CFP.
- Its Form ADV reports 4 employees and 131 individual clients, 72 of them high net worth.
- Its average account is about $576,000 (assets it manages divided by its 425 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Kalamazoo, Michigan |
|---|---|
| Website | clearridgewm.com |
| [email protected] | |
| Phone | (269) 381-1700 |
Clear Ridge Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.9% a year on the first tier of assets |
|---|---|
| Account minimum | None |
| How it charges | Percentage of assets |
In the firm's words
"would pay .90% on the first $2.0 million" source
"We do not currently have any minimum portfolio size requirements." source
"Our fees are tiered based upon asset level" source
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 | $245 million |
| Individual clients | 59 |
| High-net-worth clients | 72 |
| Accounts managed | 425 |
| Employees | 4 |
| Planning clients | 0 |
| Registered with | The SEC (801-121285) |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 172689 |