Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
12 years
Location
Holland, MI 49423
West Michigan Advisors
Team
Total advisors
17Clients per advisor
81 HighAvg AUM per client
$564,478 LowHNW client ratio
12% Very LowJeffrey Perkins is a financial advisor with West Michigan Advisors and holds a Series 66 designation. He has 11 years of industry experience, including nine years at Raymond James & Associates and current roles at West Michigan Advisors and Level Four Financial, LLC. Outside of his advisory work, he is involved in a non-investment related family business, Rebecca Perkins Homes, where he oversees taxes, purchasing, and marketing. West Michigan Advisors serves individuals, high-net-worth families, family offices, trusts, estates, charitable organizations, retirement plans, and other advisers or banks. The firm offers discretionary investment management and comprehensive financial planning, building customized portfolios that include ETFs, mutual funds, equities, bonds, and alternative investments, with an investment approach that balances long-term strategy and tactical adjustments.
Based on West Michigan Advisors
Based on West Michigan Advisors
Fixed fee engagements for financial planning and family office services are negotiated based on expected hours or project scope.
0.25% to 2.50% annually (varies by client based on services, complexity, assets, and relationship)
Certain advisory persons are also registered representatives of a broker-dealer and may receive commissions for implementing securities transactions separately from the advisory fees.
Financial planning and family office services hourly rates range from $250 to $800 per hour.
Family office services may require a retainer (estimated hourly or fixed fee) with fees billed monthly in advance; fixed fee family office services range generally from $10,000 to $500,000 annually.
Fee-only: Investment advisory fees ranging from 0.25% to 2.50% annually, paid quarterly in advance; financial planning fees on hourly or fixed fee basis; retirement plan advisory fees up to 2.50% annually; family office fees negotiable on fixed fee from $10,000 to $500,000 annually, hourly rates $250 to $800, or 0.25% to 1.5% assets under advisement.
Holland, MI
301 Hoover Blvd., Suite 300
Holland MI 49423
Advisors at this office
17
Michigan
12 years of industry experience
West Michigan Advisors
2023 - Present • 3 years
Holland, MI
Level Four Financial, LLC
2023 - Present • 3 years
Dallas, TX
Raymond James & Associates
2014 - 2023 • 9 years
Holland, MI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 65
Holland, MI
320 Life Financial Planning
Kyle Grevengoed is a CFP® professional with seven years of industry experience, currently serving as the sole advisor at 320 Life Financial Planning. He has worked at Alight Financial Advisors and Zeiders Enterprises and began his career at Lake Michigan Credit Union. In addition to his financial advising work, he is the founder and director of Living Hope Camping Foundation, a nonprofit that helps families and individuals attend camps and educational events. 320 Life Financial Planning primarily manages pooled and institutional investment accounts while providing limited direct counseling to individual clients. The firm combines investment management with financial counseling and education, serving clients through contracts that include support for servicemembers and individuals affected by gambling, and delivers services through workshops and publications.
CFP®, Series 63, Series 65, Series 66
Holland, MI
Entrusted Stewardship LLC
Ian Foreman is a CFP®-certified financial advisor with nine years of industry experience. He is the principal of Entrusted Stewardship LLC, an independent advisory firm he founded after prior roles at Fifth Third Securities, Fifth Third Bank, and Thrivent Financial. Outside of finance, he has worked as a server at Waverly Stone Gastropub in Holland, Michigan. Entrusted Stewardship LLC provides fee-only financial planning services to individual clients through subscription, project-based, and hourly arrangements. The firm does not manage client assets or charge performance-based fees, focusing instead on advisory-only planning that often includes passive investment recommendations informed by Modern Portfolio Theory.
CFP®, CFA®, Series 66
Holland, MI
Clearview Capital
Eric Gritter is a CFP®, CFA®, and holds a Series 66 license with 18 years of industry experience. He is the owner of Gritter Financial, LLC and operates Clearview Capital as a DBA. His prior experience includes roles at SmartPath Advisors, Strategic Financial Group, USA Financial Corporation, and Edward Jones. Clearview Capital provides portfolio management and financial planning services to individual and high-net-worth clients, using a tailored approach documented through Investment Policy Statements. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis to manage a range of investment products and occasionally refers assets to third-party money managers after conducting due diligence.
Series 63, Series 65
Hudsonville, MI
Cornerstone Asset Management, LLC
Gary Knapp is the sole advisor at Cornerstone Asset Management, LLC, an independent registered investment adviser based in Hudsonville, MI. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Knapp has been with Cornerstone Asset Management since 2006. Cornerstone Asset Management, LLC provides personalized investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes a planning-driven process, fundamental analysis for individual equities, and an efficient-market perspective, offering both discretionary and nondiscretionary portfolio management.
Series 65
Holland, MI
Bowen Financial Planning LLC
Brent Bowen is the sole advisor at Bowen Financial Planning LLC in Holland, MI, holding a Series 65 designation with 11 years of industry experience. He has led his independent firm since 2014. Bowen Financial Planning LLC provides fee-only financial planning and portfolio management services to individuals, couples, and families. The firm employs a goals-to-implementation process grounded in modern portfolio theory, focusing on low-cost ETFs, no-load mutual funds, and closed-end funds, and offers a combination of assets-under-management and hourly consulting models.
Series 65, Series 66
Holland, MI
Lamberson Knight Wealth Management LLC
John Knight is a financial advisor with Lamberson Knight Wealth Management LLC, holding Series 65 and Series 66 licenses and 20 years of industry experience. He has led Lamberson Knight Wealth Management since 2016. In addition to his advisory role, Knight is an independent insurance agent licensed in life and health insurance. Lamberson Knight Wealth Management offers personalized investment management and advisory services to individuals, high-net-worth clients, charities, pension and profit-sharing plans, and business entities. The firm employs a tactical, model-based investment approach with a non-discretionary management style, combining strategic asset allocation with client-approved trade decisions and integrating coordinated insurance recommendations.
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