Fee-only adviser · Grand Rapids, MI
Advance Wealth Management Service, LLC
Advance Wealth Management Service, LLC is a fee-only investment adviser registered with the securities regulator of Michigan, with its main office in Grand Rapids, Michigan. On its latest Form ADV, filed March 19, 2026, it reports $89M in regulatory assets under management, 191 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Michigan |
|---|---|
| Firm CRD number | 301780 · SEC file 801-115284 |
| Office | 40 Pearl Street NW Suite 800 Grand Rapids, MI 49503 |
| Phone | (616) 363-3209 |
| Website | www.awm-s.com |
| Regulatory assets under management | $89M |
| Individual clients | 167 non-high-net-worth, 24 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 19, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Grand Rapids
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- NPF Investment Advisors $2.7B
- Family Capital Management $435M
- Voisard Asset Management Group $589M
- Schwallier Wealth Management $197M
- Synergy Wealth Management, LLC $127M
See all 26 fee-only advisers in Grand Rapids →
Nearby
- Wyoming 2 firms
- Kentwood 1 firm
- Grandville 1 firm
- Ada 4 firms
- Jenison 2 firms
- Caledonia 1 firm
- Alto 1 firm
- Grand Haven 2 firms
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