Voisard Asset Management Group at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 6 advisors are listed here; all hold the CFP.
- Its Form ADV reports 8 employees and 446 individual clients, 162 of them high net worth.
- Its average account is about $365,000 (assets it manages divided by its 1,614 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Grand Rapids, Michigan |
|---|---|
| Website | voisardgroup.com |
| [email protected] | |
| Phone | (616) 988-5778 |
Questions about Voisard Asset Management Group
How is Voisard Asset Management Group paid?
Voisard Asset Management Group's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Voisard Asset Management Group have in the Wellspent public graph?
The Wellspent public graph lists 6 advisors at Voisard Asset Management Group, and 6 hold the CFP.
What is the average account at Voisard Asset Management Group?
Voisard Asset Management Group's average account is about $365,000. That's the assets on its Form ADV divided by its 1,614 accounts.
Voisard Asset Management Group fees
Voisard Asset Management Group 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 | $589 million |
| Individual clients | 284 |
| High-net-worth clients | 162 |
| Accounts managed | 1,614 |
| Employees | 8 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-62198) |
| Financial planning | Offered |
| Form ADV filed | October 7, 2026 |
| SEC record | CRD 118048 |