Fee-only adviser · Holland, MI
LVZ, Inc.
LVZ, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Holland, Michigan. On its latest Form ADV, filed September 16, 2026, it reports $1.1B in regulatory assets under management, 2,438 individual clients and 18 employees who give 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 | SEC-registered |
|---|---|
| Firm CRD number | 124228 · SEC file 801-66772 |
| Office | 240 South River Avenue Holland, MI 49423 |
| Phone | (616) 394-4994 |
| Website | www.lvzadvisors.com |
| Regulatory assets under management | $1.1B |
| Individual clients | 2,312 non-high-net-worth, 126 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 24 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 16, 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 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 Holland
- Captrust Wealth Advisors $2.0B
- S.a. Mason, LLC $529M
- 320 Life Financial Planning Not reported
- Branch Capital Management $79M
See all 5 fee-only advisers in Holland →
Nearby
- Douglas 1 firm
- Jenison 2 firms
- Grandville 1 firm
- Grand Haven 2 firms
- Wyoming 2 firms
- Spring Lake 1 firm
- Grand Rapids 26 firms
- Caledonia 1 firm
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