Find a Financial Advisor in Kentwood, MI

 

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We did the hard work of finding trustworthy partners in Kentwood, MI.

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We Only Work With The Best Kentwood Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Kentwood, MI


  • Financial Advisor Close to Kentwood, MI

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Kentwood, MI


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Kentwood, MI

We evaluated over 13,000 RIA firms to bring you the best of the best Kentwood financial advisors.
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How Retirement-Friendly is Kentwood, MI?

  • Population: 51,693
  • % of Population 62 Years and Over: 17%
  • Average Home Value: $162,200
  • Average Monthly Housing Cost: $941
  • Average Household Income: $67,921
  • 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.)



The Top Financial Advisor Firms in Kentwood, MI

 

REGAL INVESTMENT ADVISORS LLC

Website

(616) 224-2204

2687 44th Street Se

Kentwood, MI 49512

SEC#: 801-71923
Years in Business: 11 years

LFN ADVISORS INC.

Website

(616) 589-4004

1676 Viewpond Drive Se
Suite 4A
Kentwood, MI 49508

SEC#: 801-114705
Years in Business: 2 years

IAMS WEALTH MANAGEMENT, LLC

Website

(616) 916-8622

2350 32nd St Se
Suite 100
Kentwood, MI 49508

SEC#: 801-108875
Years in Business: 5 years

IAMS WEALTH MANAGEMENT, LLC

Website

(616) 916-8622

2350 32nd St Se
Suite 100
Kentwood, MI 49508

SEC#: 801-108875
Years in Business: 5 years

 


Kentwood, MI Financial Advisor FAQs

Consultants like financial advisors will typically operate on a fixed or hourly fee, and be paid up-front. Financial advisors can also charge periodic retainers for their services.
First, it is important to differentiate between the various services a financial advisor offers. The difference between investing and wealth management is mostly in the level of service and access to securities, investments and other instruments.
Find the right advisor for your style- Developing a relationship with your advisor takes time and trust; make sure they align with your values and financial goals. Understanding what drives them will help you determine if they’re invested in their clients’ success or simply looking out for their own interests.
If you are looking to invest or make changes to your portfolio, you will need the help of a financial advisor. Financial advisors can work for stock brokers, banks and insurance companies, but most specialize in stocks and bonds.