Schwallier Wealth Management fees and pricing
Financial planner in Grand Rapids, Michigan. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 8, 2026, Schwallier Wealth Management charges a flat or project fee of $2,500-$100,000 and a monthly fee of $20-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$100,000
“A flat fee is generally between $2,500 and $100,000.”
- Monthly fee
- $20-$2,500/mo
“Within the same calendar month of the creation of the personalized plan, the Adviser will assess an ongoing monthly fee ranging from $20 to $2,500, which is paid in advance each month going forward.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Schwallier Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Page 7 of 15 ADV Part 2A – 6/8/2026 Immediately upon delivery of the personalized plan, the Adviser will begin ongoing monitoring and adhere to a series of tasks and ongoing work that is outlined accordingly in this agreement.”
- “In the case of either one-time or hourly planning engagements, fees are due within 30 days of invoice.”
- “Payment is to be made via either a third-party processor such as QuickBooks or the client may be invoiced and remit payment via check or PayPal.”
How Schwallier Wealth Management’s fees compare
- Its flat or project fee of $2,500-$100,000 spans the Michigan median of $3,250. 99% of the 137 other Michigan planners that publish a flat or project fee charge less.
- 9 of the 9 other planners in Grand Rapids that publish a flat or project fee charge less.
About Schwallier Wealth Management
“The Adviser offers clients financial planning services to evaluate their financial situation, goals and risk tolerance. The Adviser may offer broad-based planning services, or the client may desire advice on certain planning components; the Adviser can tailor services as desired by the client.”
- Firm size: 3 employees.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Divorce
- Business owners
- Equity compensation
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
- Highest asset based fee in brochure
- 1.5% a year
- Minimum
- $5,000 minimum fee (stated in brochure)
- Clients
- 290
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $197,020,227
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 143329
- Phone
- (616) 855-2051
Can advise clients in 4 states: Illinois, Indiana, Michigan, Nebraska
Other planners in Grand Rapids that publish fees
- Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000
- 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
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.