FEE-ONLY FIDUCIARY ADVISORS LLC
Doing business as SCHWALLIER WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$197,020,227
Discretionary
$197,020,227
Non-discretionary
$0
Firm details
- CRD number
- 143329
- SEC file number
- 801-122547
- Main office
- GRAND RAPIDS, MI, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.