Firm
CWS Financial Advisors
Kalamazoo, Michigan
Fee-only
CWS Financial Advisors at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 7 advisors are listed here; 3 of 7 hold the CFP.
- Its Form ADV reports 12 employees and 802 individual clients, 381 of them high net worth.
- Its average account is about $616,000 (assets it manages divided by its 2,156 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Kalamazoo, Michigan |
|---|---|
| Website | cwsfas.com |
| Phone | (269) 349-4600 |
CWS Financial Advisors 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 | 0.5% to 1% a year |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"generally ranging from 0.50% to 1%" source
"generally ranging from 0.50% to 1%" source
"the cost of our services is based on a small percentage of investment assets, generally ranging from 0.50% to 1%" 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 | $1.3 billion |
| Individual clients | 421 |
| High-net-worth clients | 381 |
| Accounts managed | 2,156 |
| Employees | 12 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-113289) |
| Financial planning | Offered |
| Form ADV filed | July 24, 2026 |
| SEC record | CRD 297000 |