Eastown Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$106,952,973
Clients
257
Advisors
3
of 5 employees
About
Eastown Financial Advisors serves individual and high‑net‑worth clients, offering ongoing portfolio management and financial planning along with occasional educational seminars and workshops for clients and guests. The firm implements portfolios using model allocations on Charles Schwab’s platform and provides regular monitoring and documented risk‑tolerance assessments as part of its advisory services.
The firm’s investment approach is grounded in modern portfolio theory and long‑term trading, with individualized asset allocation and security selection based on clients’ goals, time horizons, and risk tolerances. Investment vehicles commonly used include mutual funds, ETFs (including precious‑metal ETFs), REITs, various fixed‑income securities (including TIPS), and annuities, and EFA typically manages accounts on a discretionary basis while aiming for equitable allocation of investment opportunities across clients.
What is distinctive about Eastown is its dual affiliation with an accounting practice and an insurance entity: principals provide accounting services and are licensed insurance agents and may offer those services to advisory clients, a relationship the firm discloses and characterizes as a potential conflict of interest (clients are not required to use those services). Combined with its reliance on Schwab Institutional model portfolios and the firm’s provision of educational workshops, this mix of affiliations and service offerings is less common among similarly sized supported advisers.
Client services
Expertise
Fee options
Fixed financial planning fees between $500 and $10,000.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 0.80% $1,000,001 - $3,000,000: 0.70% $3,000,001 - $5,000,000: 0.65% $5,000,001+: 0.55%
Commission from insurance products sold by representatives as licensed insurance agents, but commissions are not primary source of compensation.
Hourly financial planning fees between $150 and $350.
Fee-only: Fixed fees for financial planning between $500 and $10,000; Hourly fees between $150 and $350.
Main office
1514 Wealthy St SE Suite 226
Grand Rapids MI 49506
Advisors at this office
3
Most active in
Michigan · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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
Advisors at this firm
Daniel V
Series 66
Grand Rapids, MI
Eastown Financial Advisors, LLC
Daniel Vandenberg is a financial advisor at Eastown Financial Advisors, LLC in Grand Rapids, MI, holding a Series 66 credential with 16 years of industry experience. He has worked at Eastown Financial Advisors since 2019 and previously spent nine years with Money Concepts Advisory Service and Money Concepts Capital Corp. Outside of advising, he is involved with Eastown Financial Services, providing tax preparation, payroll, and accounting services. Eastown Financial Advisors serves individual and high-net-worth clients, offering portfolio management and financial planning through model allocations on Charles Schwab’s platform. The firm follows a long-term investment approach based on modern portfolio theory and maintains affiliations with accounting and insurance services.
Peter B
Series 65
Grand Rapids, MI
Eastown Financial Advisors, LLC
Peter Bos is a financial advisor with Eastown Financial Advisors, LLC, holding a Series 65 credential and one year of industry experience. He has previously worked at Katerberg Verhage and Calvin University. In addition to his advisory role, Peter is employed as a tax preparer and bookkeeper at Eastown Financial Services. Eastown Financial Advisors serves individual and high-net-worth clients by providing portfolio management and financial planning, using model allocations on Charles Schwab’s platform. The firm’s investment approach is based on modern portfolio theory and long-term trading, with individualized asset allocation tailored to clients’ goals and risk tolerances.
Andrew B
CFP®, Series 63, Series 65
Grand Rapids, MI
Eastown Financial Advisors, LLC
Andrew Bos is a CFP® professional with 26 years of industry experience. He is currently with Eastown Financial Advisors, LLC, where he has worked since 2019, and previously worked at Money Concepts Advisory Service for nine years. Bos is also president of Eastown Financial Services, Inc., an accounting, tax preparation, and insurance firm. Eastown Financial Advisors, LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, using a long-term investment approach grounded in modern portfolio theory. The firm employs diversified portfolios constructed from mutual funds, ETFs, equities, REITs, fixed income, and insurance products, often utilizing model allocations through the Charles Schwab institutional platform.
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