Advance Wealth Management Service, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Advance Wealth Management Service is an independent advisory firm that provides wrap asset management, financial planning and consulting, and related services to individuals, trusts, estates, charitable organizations and corporate entities; the firm reports discretionary management of about $88.5 million and delivers asset management exclusively through its sponsored wrap fee program. It also advises on 529 plans and offers both standalone and ongoing financial planning engagements that address retirement, estate, tax and corporate planning topics.
The firm manages wrap accounts on an individualized, discretionary basis and uses a mix of asset‑allocation, fundamental and technical analysis, sector analysis and fixed‑income strategies, with the occasional use of options (including six‑month-plus put purchases) for downside protection. Financial planning work can be one‑time or ongoing and typically includes reviewing employer‑sponsored plans and assets held away from the firm as part of a holistic plan.
Advance Wealth’s profile is noteworthy for a solo independent adviser because it sponsors and receives a portion of a wrap fee program and expressly serves corporate/business clients and institutional‑type accounts in addition to individuals, arrangements that are less common in this peer group. The firm’s brochure also discloses the use of client testimonials in advertising and highlights custodial and platform relationships (including Schwab) that provide services and benefits to the firm and may give rise to conflicts the firm must manage.
Client services
Expertise
Fee options
Flat fees for financial planning and consulting services up to $5,000; one-time fee option for clients with at least $500,000 for ongoing financial planning.
Maximum hourly fee up to $300 for financial planning and consulting services.
Ongoing financial planning service monthly fee between $100 and $500, negotiable based on client situation.
Account minimum: $500,000 Fee-only: Financial planning and consulting charged on hourly basis up to $300/hour or flat fees not exceeding $5,000; monthly ongoing financial planning fees between $100 and $500 (negotiable); clients with at least $500,000 may pay a one-time fee for ongoing financial planning with no additional charges.
Main office
40 Pearl Street NW, Suite 800
Grand Rapids MI 49503
Advisors at this office
1
Most active in
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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