Grand Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$491,341,600
Clients
147
Advisors
7
of 12 employees
About
Grand Wealth Management provides fee-only wealth management, portfolio management, financial planning, institutional investment management and retirement plan advisory services to individuals, families, foundations, endowments and employer-sponsored plans. The firm acts as a fiduciary to its clients and states it does not accept commission-based compensation for investment products.
The firm follows a systematic, written wealth management process grounded in Modern Portfolio Theory and emphasizes globally diversified, low-cost mutual funds and ETFs (including substantial use of Dimensional Fund Advisors and Vanguard funds). It may recommend independent managers or externally managed alternative investments for qualified clients, performs ongoing oversight of those managers, and conducts periodic rebalancing and annual or more frequent client reviews.
Grand Wealth is notable for its scale relative to its client base, managing nearly $600 million for roughly 150 clients through a mid-sized advisor team, indicating a focus on high-net-worth and institutional relationships. The firm maintains institutional custody arrangements and an institutional relationship with a major custodian (providing platform services and third-party support) and discloses custody-related practices that include direct fee deduction and, in some cases, access to held-away account credentials that trigger independent surprise examinations.
Client services
Expertise
Occupation focus
Fee options
Fixed fee project rates for financial planning and consulting services; generally minimum engagement fee of $2,500.
$0 - $2,000,000: 1.00% (Wealth Management, first $2 million) $2,000,001 - $4,000,000: 0.80% (Wealth Management, next $2 million) $4,000,001 - $6,000,000: 0.60% (Wealth Management, next $2 million) $6,000,001 - $10,000,000: 0.50% (Wealth Management, next $4 million) $10,000,001 - $25,000,000: 0.40% (Wealth Management, next $15 million) $25,000,001+: 0.30% (Wealth Management, assets over $25 million) $0 - $2,000,000: 0.80% (Institutional Investment Management, first $2 million) $2,000,001 - $4,000,000: 0.60% (Institutional Investment Management, next $2 million) $4,000,001 - $6,000,000: 0.50% (Institutional Investment Management, next $2 million) $6,000,001 - $10,000,000: 0.40% (Institutional Investment Management, next $4 million) $10,000,001+: 0.30% (Institutional Investment Management, assets over $10 million) $0+: 1.00% (Portfolio Management)
Maximum hourly rate of $500 for financial planning and consulting services.
Account minimum: $2,000,000 Minimum fee: Minimum quarterly fee of $2,500 for wealth management and institutional investment management; $1,875 minimum quarterly fee for emerging wealth management clients; $1,250 minimum quarterly fee for portfolio management Fee-only: Fee-only firm; does not accept commissions or compensation from product sales.
Main office
333 Bridge Street NW, Suite 800
Grand Rapids MI 49504
Advisors at this office
7
Most active in
Florida · Michigan · Texas
Also doing business as
Grand Asset Management · Grand Wealth Management, LLC
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.
Quick links
Advisors at this firm
Mark R
CFP®
Grand Rapids, MI
Grand Wealth Management, LLC
Mark Rougas is a CFP® with four years of industry experience, currently serving as a financial advisor at Grand Wealth Management, LLC. His prior roles include positions at Brookstone Capital Management and Huntington National Bank. Outside his advisory work, he operates Planscape LLC, a consulting business focused on financial data management and report preparation for Campbell Wealth Advisors LLC. Grand Wealth Management offers fee-only wealth management, portfolio management, and financial planning services to individuals, families, foundations, endowments, and employer-sponsored plans. The firm employs a systematic investment approach based on Modern Portfolio Theory, emphasizing globally diversified, low-cost mutual funds and ETFs.
Emma F
Series 65
Grand Rapids, MI
Grand Wealth Management, LLC
Emma Fabiano is a financial advisor at Grand Wealth Management, LLC in Grand Rapids, MI, holding a Series 65 credential. She has been in the industry since 2024 and has previous experience with Stifel Nicolaus and Huntington National Bank. Outside of finance, she owns and operates Emma With a Camera LLC, a photography business. Grand Wealth Management provides fee-only wealth management, portfolio management, and financial planning services to individuals, families, foundations, endowments, and employer-sponsored plans. The firm follows a systematic investment process grounded in Modern Portfolio Theory and emphasizes globally diversified, low-cost mutual funds and ETFs.
Cameron C
Grand Rapids, MI
Grand Wealth Management, LLC
Cameron Clemens is a financial advisor with Grand Wealth Management, LLC in Grand Rapids, MI, with one year of industry experience. His prior roles include positions at Northern Trust and Morgan Stanley, as well as experience in valuation and consulting. Grand Wealth Management provides fee-only wealth management and financial planning services to individuals, families, foundations, endowments, and employer-sponsored plans. The firm employs a systematic approach grounded in Modern Portfolio Theory, emphasizing globally diversified, low-cost mutual funds and ETFs, and serves a high-net-worth and institutional client base.
Douglas J
Series 65
Grand Rapids, MI
Grand Wealth Management, LLC
Douglas Johnson is a financial advisor with Grand Wealth Management, LLC in Grand Rapids, MI. He holds a Series 65 designation and has 12 years of industry experience. Johnson has been with Grand Wealth Management since 2012. Grand Wealth Management provides fee-only wealth management and advisory services to individuals, families, foundations, endowments, and employer-sponsored plans. The firm uses a systematic, written wealth management process focused on globally diversified, low-cost mutual funds and ETFs, serving primarily high-net-worth and institutional clients.
Ryan D
CFP®, Series 65
Grand Rapids, MI
Grand Wealth Management, LLC
Ryan Deters is a CFP® with five years of industry experience, currently serving at Grand Wealth Management, LLC. He previously worked at Fiduciary Financial Advisors and spent over a decade at Steelcase. Outside of his advisory role, Ryan serves as Vice President and Director on the board of the South Haven Vacation Rental Alliance. Grand Wealth Management provides fee-only wealth management, financial planning, and institutional investment management services to individuals, families, foundations, and employer-sponsored plans. The firm uses a systematic process based on Modern Portfolio Theory and emphasizes globally diversified, low-cost mutual funds and ETFs.
Jeffrey W
CFP®, PFS™, Series 65
Grand Rapids, MI
Grand Wealth Management, LLC
Jeffrey Williams is a CFP® and PFS™ credentialed advisor with 18 years of experience. He has been with Grand Wealth Management, LLC since 2004, serving as part of a seven-advisor team based in Grand Rapids, MI. Grand Wealth Management provides fee-only wealth management, portfolio management, financial planning, and institutional investment management services to individuals, families, foundations, endowments, and employer-sponsored plans. The firm employs a systematic wealth management process grounded in Modern Portfolio Theory and emphasizes globally diversified, low-cost mutual funds and ETFs.
Calvin W
CFP®, Series 66
Grand Rapids, MI
Grand Wealth Management, LLC
Calvin Wiersma is a CFP® with seven years of industry experience, currently serving as an advisor at Grand Wealth Management, LLC in Grand Rapids, MI. His prior roles include positions at Fifth Third Securities and Fifth Third Bank. Grand Wealth Management provides fee-only wealth management, portfolio management, financial planning, institutional investment management, and retirement plan advisory services to individuals, families, foundations, endowments, and employer-sponsored plans. The firm follows a systematic, written wealth management process based on Modern Portfolio Theory and emphasizes globally diversified, low-cost mutual funds and ETFs.
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