Holland, MI Financial Advisors and Resources



Financial Advisor Firms in Holland, MI


ADVISORY ALPHA, LLC

Website

(866) 530-1400

148 S. River Avenue
Suite 301
Holland, MI 49423

SEC#: 801-72499
Years in Business: 10 years

LVZ ADVISORS, INC.

Website

(616) 394-4994

240 South River Avenue

Holland, MI 49423

SEC#: 801-66772
Years in Business: 15 years

PLANNERS ALLIANCE

Website

(866) 530-1400

148 S. River Ave.
Ste. 301
Holland, MI 49423

SEC#: 801-112051
Years in Business: 3 years

SIMPLICITY WEALTH

Website

(855) 575-7441

148 S. River Ave.
Ste. 301
Holland, MI 49423

SEC#: 801-114798
Years in Business: 2 years

S.A. MASON, LLC

Website

(616) 355-3500

170 College Avenue
Suite 260
Holland, MI 49423

SEC#: 801-70548
Years in Business: 12 years

CAPTRUST FINANCIAL ADVISORS

Website

(616) 392-5332

85 E 8th Street
Suite 150
Holland, MI 49423

SEC#: 801-80687
Years in Business: 6 years

DB & C ADVISORS, LLC

Website

(616) 355-3455

355 Settlers Road
Suite 310
Holland, MI 49423

SEC#: 801-114290
Years in Business: 2 years

ADVISORY ALPHA, LLC

Website

(616) 566-0732

14613 Creek Edge Drive

Holland, MI 49424

SEC#: 801-72499
Years in Business: 10 years

THE HUNTINGTON INVESTMENT COMPANY

Website

(616) /78-2301

West Shore Banking Office
3413 West Shore Drive
Holland, MI 49424

SEC#: 801-58015
Years in Business: 21 years


How Retirement-Friendly is Holland, MI?

  • Population: 33,402
  • % of Population 62 Years and Over: 19.5%
  • Average Home Value: $150,600
  • Average Monthly Housing Cost: $892
  • Average Household Income: $72,722
  • Michigan Total Tax Burden: 8.34% (24th Highest in U.S.)
  • Michigan Property Tax: 3.02% (19th Highest in U.S.)
  • Michigan Individual Income Tax: 2.23% (20th Lowest in U.S.)
  • Michigan Sales and Excise Tax: 3.09% (18th Lowest in U.S.)


Holland, MI Financial Advisor FAQs

Financial advisors can range from as little as a one-time consultation to the very complex, lifetime management of assets.
Financial advisors help with things such as portfolio management, retirement planning, total wealth management, and estate planning.
A financial advisor costs between one percent and six percent of your assets annually. The range for fees goes from about 1% to 6%. The lower the client's net worth, the smaller their fee needs to be in order to cover the advisor's overhead.
First, you need to interview as many as possible. Ask them for a presentation or introductory phone call with their credentials. You're looking for someone who is knowledgeable about the local area and is willing to take on investment risk with you. It's important that they have been investing in the market long enough to know what it looks like up and down.