Fee-Only Fiduciary Advisors LLC
● SEC registered since 2021CRD 143329SEC# 801-122547Grand Rapids, MI
Reg. AUM
$197M
Employees
3
Accounts
885
Location
Grand Rapids, MI
Fee-Only Fiduciary Advisors LLC assets under management
Fee-Only Fiduciary Advisors LLC is an investment advisory firm registered with the SEC based in Grand Rapids, MI. The firm has been registered since 2021. It reports $197 million in regulatory assets under management and employs 3 people.
Fee-Only Fiduciary Advisors LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam David Schwallier Control | President/Chief Compliance Officer/Managing Member | Over 75% | 2007 |
Frequently asked questions
How much does Fee-Only Fiduciary Advisors LLC manage?
Fee-Only Fiduciary Advisors LLC reports $197 million in regulatory assets under management on its Form ADV.
How many employees does Fee-Only Fiduciary Advisors LLC have?
Fee-Only Fiduciary Advisors LLC reports 3 employees.
Where is Fee-Only Fiduciary Advisors LLC located?
Fee-Only Fiduciary Advisors LLC is based in Grand Rapids, MI and has been SEC-registered since 2021.
Does Fee-Only Fiduciary Advisors LLC disclose fund performance?
Fee-Only Fiduciary Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 535 Cascade West Parkway SE, Grand Rapids, MI 49546 |
| Phone | 616-855-2051 |
| Fax | 616-855-2242 |
| Office hours | 9:00-5:00M-F |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$197M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$197Mregulatory AUM
Discretionary $197M