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Featured Business Financial Advisor in Ada, MI
Ada Financial Advisors
Schwallier Wealth Management LLC
4764 Fulton Street E, Suite 201
Ada, MI 49301
(616) 855-2051
“Fee-Only, Fiduciary, Real Guidance Toward Financial Peace”
Advisor Profile
Adam Schwallier
Name:  Adam Schwallier
Phone Number:  (616) 855-2051
Website:  Visit Website
Disclosure Link:
http://swmadvisor.com/files/...
Disclaimer
This is the space where a broker-affiliated advisor must disclose the broker-dealer relationship that they do some commission business through. Since we are fee-only, work directly for clients, and forego commissions, no disclaimer is needed.

About Schwallier Wealth Management LLC

Schwallier Wealth Management LLC has been helping to
improve clients' long-term financial success and change lives
for over 10 years. We offer guidance in the form of financial
planning, on-going investment advice and management, and
insight on all things affecting life and finances. Our goal is
that clients are better off for having met us, specifically,
and we want to become an indispensable resource in helping
clients attain financial peace.

After tiring of being a captive advisor to a broker-dealer and
managing the inherent conflicts that serving two masters
(employer and client) creates, Adam Schwallier formed this
SEC-
Registered Investment Advisory (RIA) firm.

Schwallier Wealth Management (SWM) was borne to serve clients
directly without the trappings of a broker-dealer.
As a fiduciary, SWM is required to always work in clients'
best interests and fully disclose any conflicts of interest.

As a fee-only firm, we work directly for clients and never
accept any commission revenue that may create a conflict of
interest.

Using this approach, the firm has grown well from a single
advisor office to a multiple advisor team with a robust staff.
 

General Information

CRD#:    4431899
Firm CRD#:    143329
SEC File#:    801-68029
Name of Custodial Firm:    Charles Schwab Institutional
States Licensed in:    Michigan
Indiana
All States
States Willing to do Business in:    Allendale,Alto,Belding,Belmont,Byron Center,Caledonia,Casnovia,Cedar Springs,Clarksville,Comstock Park,Conklin,Coopersville,Coral,Dorr,Fenwick,Freeport,Gowen,Grand Rapids,Grandville,Greenville,Hudsonville,Ionia,Jenison,Kent City,Lake Odessa,Lowell,Marne,Middleville,Moline,Orleans,Pierson,Rockford,Sand Lake,Saranac,Sidney,Sparta,Trufant,Wayland,Wyoming
Years of Experience in Financial Services:    20
Number of Years with Current Firm:    10
Work Experience:    * President and IAR, Schwallier Wealth
Management LLC (09/07-Present)
* Financial Consultant, AG Edwards & Sons,
Grand Rapids, MI (08/05-09/07)
* Financial Advisor, Morgan Stanley, Grand
Rapids, MI (04/01-08/05)
* Actuarial Associate, Lincoln National Life
Insurance Company, Fort Wayne, IN (5/97-04/01)
I work with the following types of clients:    Individual Investors, Non-Profit Organizations, Businesses
 

Services

Investment Types:    Alternative Investments, Mutual Funds, Options & Futures, Bonds, Stocks, Commodities, Exchange Traded Funds (ETFs)
I can meet clients in the following ways:    At your home, Via email, At my office, At your office, Via phone
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Mutual Fund Counselor (CMFC®)
Financial Organization Memberships:    National Association of Estate Planners & Councils (NAEPC), Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA)
Non-Financial Organization Memberships:    Knights of Columbus
University of Michigan Club of Grand Rapids
 

Firm Information

Firm's Number of Clients:    169
Firm's Number of Planning Clients:    10
Firm's Number of Managed Clients:    159
Assets Managed by Firm:    $54,000,000
Advisor's Number of Clients:    169
Advisor's Number of Managed Clients:    159
Advisor's Number of Planning Clients:    10
Assets Managed by Advisor:    $54,000,000
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Hourly, Based on Assets
Fee % Based on Assets:    .5-1.0%
Hourly Rate:    $250
Additional Details on Charges:    Fee% based on asset level and risk tolerance.
Minimum Fee Charged for Managed Accounts:    $0
Minimum Fee Charged for Hourly Planning Accounts:    $0
 
 
 
Prepared By: Adam Schwallier

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