Vanderpol Investments L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$112,647,150
Clients
124
Advisors
3
of 3 employees
About
VanderPol Investments LLC provides investment advisory and financial planning services to individuals (including high-net-worth clients), corporations, charitable organizations, and pension/profit-sharing plans. Its offerings include discretionary portfolio management, standalone and ongoing financial planning, pension consulting (including 401(k) participant account management), and model-portfolio implementation.
The firm maintains twelve model portfolios that range from high to low risk and explicitly emphasizes a Pastor–Stambaugh framework that tilts toward small-cap weighted, value-oriented and relatively illiquid equities; it may also use stratified-sampling direct indexing, tax-aware placement across account types, and alternative investments to pursue an illiquidity premium. VPI employs fundamental and cyclical analysis and uses a mix of long- and short-term trading tools (including options and margin where appropriate), with additional tax optimization, estate and charitable planning for larger accounts.
Notable departures from many peers include VPI’s periodic educational seminars and workshops offered to clients and the public (reported as free in the brochure) and its use of a third‑party platform (Pontera) to manage defined‑contribution participant accounts without taking custody. The firm also does not perform proxy voting on clients’ behalf, documents limited standing letters of authorization for certain transfers, and operates as a small team (approximately three advisors) managing roughly $118 million in discretionary assets for about 124 clients.
Client services
Expertise
Occupation focus
Fee options
Essential Plan: $5,000; Premium Plan: $25,000
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.750% $2,000,001 - $10,000,000: 0.625% $10,000,001+: 0.500%
$250 to $450 per hour depending on advisor
Account minimum: $250,000 Fee-only: Flat fees for Financial Planning and Consulting Services; hourly rates $250-$450 depending on advisor; Service Plans at $5,000 (Essential) and $25,000 (Premium)
Main office
1723 68th St. SE, Suite B
Caledonia MI 49316
Advisors at this office
3
Most active in
Florida · 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 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 V
CFP®, CFA®, Series 65
Caledonia, MI
Vanderpol Investments L.L.C.
Mark Vanderpol is a CFP® and CFA® with 12 years of industry experience. He is the managing member of Vanderpol Investments L.L.C., where he has worked since 2013. Outside of his advisory role, he is also the managing member of Celestial Divide, a SaaS company focused on inheritance division assistance, and holds a health and life insurance license for advisory purposes only. VanderPol Investments L.L.C. offers investment advisory and financial planning services to individuals, corporations, charitable organizations, and pension/profit-sharing plans. The firm utilizes a range of model portfolios and a Pastor–Stambaugh framework emphasizing value-oriented, small-cap, and relatively illiquid equities, alongside tax optimization, estate, and charitable planning services.
Noah H
Series 65
Caledonia, MI
Vanderpol Investments L.L.C.
Noah Hoekstra is a financial advisor at VanderPol Investments L.L.C. with a Series 65 designation and three years of industry experience. He has worked at VanderPol Investments since 2022 and previously spent six years at Hoekstra Electric. VanderPol Investments LLC provides investment advisory and financial planning services to individuals, corporations, charitable organizations, and pension plans. The firm uses a model-based approach with an emphasis on small-cap, value-oriented equities and incorporates tax optimization, estate, and charitable planning for larger accounts.
Richard T
CFA®, Series 65
Caledonia, MI
Vanderpol Investments L.L.C.
Richard Toth is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has been with VanderPol Investments L.L.C. since 2021 and previously worked at Comfort Finance Group CFG. His compensation includes a bonus based on firm-wide assets under management growth. VanderPol Investments LLC provides investment advisory and financial planning services to individuals, corporations, charitable organizations, and pension/profit-sharing plans. The firm employs a range of strategies including discretionary portfolio management, tax-aware placement, and alternative investments, and offers educational seminars and workshops as part of its client services.
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