CWS FINANCIAL ADVISORS LLC
Kalamazoo, MI
AUM
$1.33B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(269) 349-4600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MI, KALAMAZOO
10 advisers found
WOLFF FINANCIAL MANAGEMENT LLC
Kalamazoo, MI
AUM
$612.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
269-372-3100
DAUS FINANCIAL GROUP, LLC
Kalamazoo, MI
AUM
$270.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(269) 321-7472
CLEAR RIDGE WEALTH MANAGEMENT, LLC
Kalamazoo, MI
AUM
$244.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
269-381-1700
GASAWAY INVESTMENT ADVISORS, INC.
Kalamazoo, MI
AUM
$173.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(269) 324-0080
BREAKWATER CAPITAL
Kalamazoo, MI
AUM
$156.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
269-903-2360
HFG ADVISORS INC.
Kalamazoo, MI
AUM
$48.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
269-372-3229
VALLEY OAK INVESTMENT STRATEGIES LLC
Kalamazoo, MI
AUM
$43.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
269-492-7220
SOUTHWEST MICHIGAN WEALTH MANAGEMENT, LLC
Kalamazoo, MI
AUM
$29.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
269-323-7964
BLACK DIAMOND INVESTMENT GROUP,INC.
Kalamazoo, MI
AUM
$6.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
269-383-6633
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