CAMBIENT FAMILY OFFICE, LLC
Ada, MI
AUM
$857.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(616) 330-2270
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MI, ADA
5 advisers found
CALDER FINANCIAL GROUP
Ada, MI
AUM
$297.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
616-235-2442
USA FINANCIAL SECURITIES LLC
Ada, MI
AUM
$296.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
134 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
888-407-8198
VALOR WEALTH GROUP, LLC
Ada, MI
AUM
$42.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
616-314-5928
IM WEALTH
Ada, MI
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(616) 727-8828