Fee-only adviser · Grand Haven, MI
Strategic Financial Group, L.L.C.
Strategic Financial Group, L.L.C. is a fee-only investment adviser registered with the securities regulator of Michigan, with its main office in Grand Haven, Michigan. On its latest Form ADV, filed August 7, 2026, it reports $106M in regulatory assets under management, 158 individual clients and 3 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 | State-registered: Michigan |
|---|---|
| Firm CRD number | 316512 |
| Office | 16964 Robbins Road Suite #100A Grand Haven, MI 49417 |
| Phone | (616) 935-7400 |
| Website | www.strategicfg.net |
| Regulatory assets under management | $106M ($103M discretionary) |
| Individual clients | 134 non-high-net-worth, 24 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 7, 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 Grand Haven
- Abbit Management Corp $282M
Nearby
- Spring Lake 1 firm
- Muskegon 1 firm
- Jenison 2 firms
- Holland 5 firms
- Grandville 1 firm
- Wyoming 2 firms
- Grand Rapids 26 firms
- Douglas 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Strategic Financial Group, L.L.C.? Update this listing.