Firm
VanderPol Investments
Caledonia, Michigan
Fee-only
VanderPol Investments at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFA.
- Its Form ADV reports 3 employees and 124 individual clients, 25 of them high net worth.
- Its average account is about $902,000 (assets it manages divided by its 131 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Caledonia, Michigan |
|---|---|
| Website | vanderpolinvestments.com |
| Phone | (616) 315-2550 |
VanderPol Investments fees
VanderPol Investments doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 | $118 million |
| Individual clients | 99 |
| High-net-worth clients | 25 |
| Accounts managed | 131 |
| Employees | 3 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-127704) |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 168174 |