Advance Wealth Management Service, LLC fees and pricing
Financial planner in Grand Rapids, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 19, 2026, Advance Wealth Management Service, LLC charges $300 an hour, a flat or project fee of $5,000, and a monthly fee of $100-$500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“The maximum hourly fee to be charged will not exceed $300.”
- Flat or project fee
- $5,000
“Flat fees will not exceed $5,000.”
- Monthly fee
- $100-$500/mo
“For our ongoing financial planning services, we charge a monthly fee between $100 to $500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Advance Wealth Management Service, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Upon notice of termination pro-rata advisory fees for services rendered to the point of termination will be charged.”
- “If advisory fees cannot be deducted, our firm will send an invoice for due advisory fees to the client.”
- “Clients will receive a pro-rata refund of unearned fees based on the time and effort expended by our firm.”
How Advance Wealth Management Service, LLC’s fees compare
- Its hourly rate of $300 is above the Michigan median of $250. 61% of the 170 other Michigan planners that publish an hourly rate charge less.
- 4 of the 9 other planners in Grand Rapids that publish an hourly rate charge less.
- Its flat or project fee of $5,000 is above the Michigan median of $3,250. 61% of the 137 other Michigan planners that publish a flat or project fee charge less.
- 3 of the 9 other planners in Grand Rapids that publish a flat or project fee charge less.
About Advance Wealth Management Service, LLC
“Our firm provides a variety of standalone financial planning and consulting services to clients for the management of financial resources based upon an analysis of current situation, goals, and objectives.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 191
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $88,512,667
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 301780
- Website
- awm-s.com (opens in new tab)
- Phone
- (616) 363-3209
Other planners in Grand Rapids that publish fees
- Advisory Advocates LLCGrand Rapids$250-$1,500
- Blue Water Asset ManagementGrand Rapids$165-$275/hr, $500-$5,000
- Fiduciary Financial AdvisorsGrand Rapids$500/hr, $7,200-$50,000/yr
- Financial Advisory CorporationGrand Rapids$19,000/yr
- Hill Island Financial LLCGrand Rapids$1,500-$15,000, $375-$1,000/mo
- Hundred Financial PlanningGrand Rapids$1,500-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.