Schwallier Wealth Management LLC at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 4 advisors are listed here; 3 of 4 hold the CFP.
- Its Form ADV reports 3 employees and 290 individual clients, 54 of them high net worth.
- Its average account is about $223,000 (assets it manages divided by its 885 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Grand Rapids, Michigan |
|---|---|
| Website | swmadvisor.com |
| [email protected] | |
| Phone | (616) 855-2051 |
Questions about Schwallier Wealth Management LLC
How is Schwallier Wealth Management LLC paid?
Schwallier Wealth Management LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Schwallier Wealth Management LLC have in the Wellspent public graph?
The Wellspent public graph lists 4 advisors at Schwallier Wealth Management LLC, and 3 hold the CFP.
What is the average account at Schwallier Wealth Management LLC?
Schwallier Wealth Management LLC's average account is about $223,000. That's the assets on its Form ADV divided by its 885 accounts.
Schwallier Wealth Management LLC fees
Schwallier Wealth Management LLC 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 · Fixed fees |
|---|---|
| Assets managed | $197 million |
| Individual clients | 236 |
| High-net-worth clients | 54 |
| Accounts managed | 885 |
| Employees | 3 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-122547) |
| Financial planning | Offered |
| Form ADV filed | June 8, 2026 |
| SEC record | CRD 143329 |