West Michigan Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“WMA also offers its services on a stand-alone basis at hourly rate beginning at $250/hour or a fixed engagement fee.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How West Michigan Advisors bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
• “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How West Michigan Advisors’ fees compare

• Its hourly rate of $250 matches the Michigan median of $250. 38% of the 170 other Michigan planners that publish an hourly rate charge less.
• 4 of the 7 other planners in Holland that publish an hourly rate charge less.

About West Michigan Advisors

• Firm size: 23 employees.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2.5% a year

Clients

1,378

Employees

23

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and newsletters and publications

Assets managed

$781,324,025

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

312073

Website

facebook.com/westmichiganadvisors (opens in new tab)

Phone

(616) 820-1040

Can advise clients in 13 states: Arizona, California, Colorado, Florida, Illinois, Indiana, Kentucky, Louisiana, Michigan, Ohio, Tennessee, Texas, Wisconsin

Other planners in Holland that publish fees

• 320 Life Financial PlanningHolland$250/hr
• Advisory Alpha, LLCHolland$50⁠-⁠$400/hr
• Bowen Financial Planning LLCHolland$90/hr
• Captrust Wealth AdvisorsHolland$1,500⁠-⁠$20,000/yr
• DB & C Advisors, LLCHolland$220/hr
• LVZ, Inc.Holland$400/hr, $250/qtr

Compare all 11 planners in Holland