Financial Advisory Corporation at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 9 advisors are listed here; 8 of 9 hold the CFP.
- Its Form ADV reports 14 employees and 258 individual clients, 133 of them high net worth.
- Its average account is about $951,000 (assets it manages divided by its 1,162 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Grand Rapids, Michigan |
|---|---|
| Website | facwealth.com |
| [email protected] | |
| Phone | (616) 235-5260 |
Questions about Financial Advisory Corporation
Does Financial Advisory Corporation have an account minimum?
Yes. Financial Advisory Corporation states an account minimum of $2,000,000. We found this on its website, checked October 28, 2026.
How is Financial Advisory Corporation paid?
Financial Advisory Corporation's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Financial Advisory Corporation have in the Wellspent public graph?
The Wellspent public graph lists 9 advisors at Financial Advisory Corporation, and 8 hold the CFP.
What is the average account at Financial Advisory Corporation?
Financial Advisory Corporation's average account is about $951,000. That's the assets on its Form ADV divided by its 1,162 accounts.
What does Financial Advisory Corporation specialize in?
Financial Advisory Corporation's advisors and website list retirement planning and family wealth transfer.
Is Financial Advisory Corporation accepting new clients?
Yes, according to Financial Advisory Corporation's website, checked October 28, 2026.
Financial Advisory Corporation fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $2,000,000 |
|---|
In the firm's words
"we request that our clients have two million dollars in investable assets." 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 | $1.1 billion |
| Individual clients | 125 |
| High-net-worth clients | 133 |
| Accounts managed | 1,162 |
| Employees | 14 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-33761) |
| Financial planning | Offered |
| Form ADV filed | February 3, 2026 |
| SEC record | CRD 105472 |