Schwallier Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$189,882,255
Clients
290
Advisors
4
of 4 employees
About
Schwallier Wealth Management serves individual and high‑net‑worth clients as well as retirement plan sponsors, providing portfolio management, financial planning, institutional retirement advisory, participant account management and employee education. The firm operates as a fee‑only registered investment adviser and generally offers tailored services that emphasize ongoing planning and portfolio oversight.
The firm’s investment work is built around individualized asset‑allocation and a mix of fundamental, technical and tactical approaches, with a primary use of exchange‑traded funds and both discretionary and non‑discretionary engagements. For held‑away participant accounts it uses a third‑party platform to implement discretionary rebalancing while avoiding direct custody, and it conducts periodic reviews and scheduled communications for ongoing planning clients.
Compared with peers, Schwallier is notable for sponsoring a wrap fee program through LPL—a relatively uncommon arrangement among similar firms—and for its operational relationships that include transition assistance from LPL and access to Riskalyze tied to Invesco fund commitments; the brochure discloses these arrangements as potential conflicts and describes steps taken to mitigate them. The firm also provides a written fiduciary acknowledgment for retirement account advice and emphasizes retirement plan benchmarking, vendor searches and participant education as part of its institutional offering.
Client services
Expertise
Fee options
Fixed fees for financial planning and employee education services, e.g., $2,500 to $50,000 annual for employee education
$500,000 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% $10,000,001 - Negotiable: Negotiable
Hourly fees for financial planning up to $500 per hour
Ongoing monthly financial planning fees ranging from $20 to $2,500 paid in advance monthly
Account minimum: $500,000 Minimum fee: Minimum fee of $5,000 per client for portfolio management services Fee-only: Financial planning fixed fees from $20 to $2,500 monthly; one-time planning fees up to $5,000; hourly fees up to $500/hour
Main office
535 Cascade West Parkway SE
Grand Rapids MI 49546
Advisors at this office
4
Most active in
Illinois · Indiana · Michigan · Nebraska
Also doing business as
Fee Only Fiduciary Advisors · Fee Only Fiduciary Advisors LLC · Fee Only Fiduciary Advisors, LLC · Schwallier Wealth Management · Schwallier Wealth Management, LLC · Schwallier, Adam David · Schwallier, Wealth Management
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
Adam S
CFP®, Series 66
Grand Rapids, MI
Schwallier Wealth Management
Adam Schwallier is a CFP® with 18 years of industry experience, currently serving at Schwallier Wealth Management in Grand Rapids, MI. He has previously worked at Mosaic Planners and Advisors and Steele Capital Management, Inc. Outside of advising, he owns several commercial and agricultural real estate-related businesses. Schwallier Wealth Management serves individual and high-net-worth clients as well as corporate and institutional retirement plan sponsors, providing portfolio management, financial planning, and retirement-plan consulting. The firm employs individualized asset-allocation models and a combination of fundamental, technical, and tactical analyses, primarily using exchange-traded funds and other common securities.
Emily W
CFP®, Series 66
Grand Rapids, MI
Schwallier Wealth Management
Emily Wetter is a financial advisor at Schwallier Wealth Management with five years of industry experience. She holds the CFP® and Series 66 designations and has worked at firms including Morgan Stanley and Mosaic Planners and Advisors. Outside of her advisory role, she is involved with Holistiplan LLC, a company specializing in advanced planning software solutions, and owns Monoceros Consultants LLC, which provides tax planning services. Schwallier Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering portfolio management, financial planning, and institutional retirement advisory services. The firm uses individualized asset allocation and a combination of fundamental, technical, and tactical approaches, primarily employing exchange-traded funds, with both discretionary and non-discretionary client engagements.
Kyle S
CFP®, Series 66
Grand Rapids, MI
Schwallier Wealth Management
Kyle Schwallier is a CFP® with seven years of industry experience, currently serving as an advisor at Schwallier Wealth Management. His prior roles include positions at Fidelity Brokerage Services LLC and Charles Schwab. Schwallier Wealth Management serves individual and high-net-worth clients as well as corporate and institutional retirement plan sponsors, providing portfolio management, financial planning, retirement-plan consulting, participant account management, and employee education. The firm’s investment approach focuses on individualized asset-allocation models and combines fundamental, technical, and tactical analyses, primarily implemented through exchange-traded funds and other common securities.
Mary B
Series 66
Grand Rapids, MI
Schwallier Wealth Management
Mary Britenfeld is a financial advisor at Schwallier Wealth Management with six years of industry experience. She holds a Series 66 designation and has worked previously at True Blue Financial and LPL Financial. Outside of her advisory role, she serves as an adjunct instructor at Lake Michigan College. Schwallier Wealth Management serves individual and high-net-worth clients, as well as corporate and institutional retirement plan sponsors, providing portfolio management, financial planning, and retirement-plan consulting. The firm employs individualized asset-allocation models and combines fundamental, technical, and tactical analyses, primarily implementing strategies through exchange-traded funds and common securities.
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