Fee-only adviser · Linden, MI

Rachor Investment Advisory Services, LLC

Rachor Investment Advisory Services, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Linden, Michigan. On its latest Form ADV, filed March 17, 2026, it reports $238M in regulatory assets under management, 490 individual clients and 14 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

RegistrationSEC-registered
Firm CRD number105495 · SEC file 801-24721
Office120 N. Bridge Street Suite a
Linden, MI 48451
Phone(810) 732-7777
Websitewww.rias.net
Regulatory assets under management$238M
Individual clients358 non-high-net-worth, 132 high-net-worth
Financial planning clientsMore than 500
How it chargesPercentage of assets
ServicesFinancial planning, Portfolio management, Pension consulting, Selection of other advisers
Employees16
Disciplinary disclosuresNone reported
Latest Form ADV filingMarch 17, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
  • 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.

Nearby

Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Rachor Investment Advisory Services, LLC? Update this listing.