Villaire Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Villaire Financial is a fee-only financial planning firm in Grand Rapids, Michigan, built for young professionals in their 20s, 30s and 40s. Most advisors won’t work with you until you have a large portfolio for them to manage. We think that’s backwards. Paying down student loans, setting up your 401(k), getting married and buying a first home all happen early, and that’s when good advice makes the biggest difference. So we have no asset minimums.
Every client works directly with founder Chris Villaire, CFP®, on every plan and every meeting. We build one integrated plan that covers investments, taxes, cash flow, debt, retirement and big life events, and we update it as your life changes. We also manage investment accounts held at Charles Schwab and help clients make the most of their workplace 401(k) and 403(b) plans.
Pricing is flat and simple. There’s a one-time $250 onboarding fee, then $50 to $125 a month depending on your income and how complex your situation is. If we manage your investments, the fee on those assets is 1.00% to 1.50% a year, and once managed assets reach $100,000 the monthly planning fee goes away. Only our clients pay us. We don’t take commissions or sell products.
Most meetings happen over video, so we work with clients across the country. Local clients can also meet in person at our downtown Grand Rapids office.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$1 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.80% $2,500,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
Monthly financial planning fee ranging from $50 to $125 per month, paid as a recurring monthly subscription via Stripe; waived if client has $100,000 or more assets under management.
Fee-only: Financial planning fees: $250 one-time onboarding fee plus $50 to $125 monthly fee (based on income and complexity), monthly fee waived for clients with $100,000+ assets under management.
Main office
Grand Rapids MI
Advisors at this office
1
Most active in
Michigan
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.
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