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Schwallier Wealth Management

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Client assets under management

$189,882,255

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Clients

290

19% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

97

Very High

Average account size

$654,766

About

Schwallier Wealth Management provides financial planning, portfolio management, and institutional retirement advisory services to individuals (including high‑net‑worth clients) and plan sponsors, and also offers employee education and participant account management for defined‑contribution plans. Clients may engage on a fixed‑fee planning basis, hourly projects, or through asset‑management agreements, and the firm generally screens household relationships before accepting new accounts.

The firm applies individualized asset‑allocation frameworks and uses a combination of fundamental, technical, and tactical analysis, typically implementing strategies with exchange‑traded funds and model tools such as Riskalyze to match portfolios to client risk profiles. It offers both discretionary and non‑discretionary management, conducts scheduled ongoing reviews, and provides quarterly reporting through custodians.

Schwallier is notable among peers for operating a wrap‑fee program through LPL, a relatively uncommon arrangement for firms in its category, and for using a third‑party platform to manage held‑away participant accounts while avoiding direct custody of login credentials. The brochure discloses potential conflicts tied to LPL transition assistance and access to Riskalyze linked to certain fund commitments, and it describes policies and client disclosures intended to address those conflicts.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning Retirement income strategy Income planning Tax strategies for small businesses College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

Fixed fees for financial planning services ranging from $20 to $2,500 monthly (ongoing), one-time fees up to $5,000; also flat fees for institutional retirement services ranging from $2,500 to $100,000; employee education services fixed fee ranging from $2,500 to $50,000.

Percentage

$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

Project-based

Hourly financial planning fees with a maximum of $350/hour, accrued in 15-minute intervals.

Other

Account minimum: $500,000 Minimum fee: Minimum fee of $5,000 per client for portfolio management services. Fee-only: Financial planning services offered on a fixed fee basis ranging from $20 to $2,500 per month (ongoing), one-time fees up to $5,000, or hourly fees up to $350/hour.

Main office location

Schwallier Wealth Management

535 Cascade West Parkway Se

Grand Rapids MI 49546, United States

Number of offices

1

Most active in

More info

Illinois · Indiana · Michigan · Nebraska

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 616-855-2051

Advisors at this firm

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user avatar

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.

General retirement planning Retirement income strategy Income planning Tax strategies for small businesses College savings (529s, UTMA, etc.) Founder/Business Owner Retired
user avatar

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.

General retirement planning Retirement income strategy Income planning Tax strategies for small businesses College savings (529s, UTMA, etc.) Founder/Business Owner Retired
user avatar

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.

General retirement planning Retirement income strategy Income planning Tax strategies for small businesses College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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