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Financial Advisors · Grand Rapids, MI/Updated June 13, 2026

The 8 Best Financial Advisors in Grand Rapids, MI

Selecting the right financial advisor can safeguard your financial future. Avoid costly mistakes by choosing wisely from our top-ranked professionals.

Editorially independent10 companies evaluated
cover story
★ Editor's ChoiceEthan Heiden, Fiduciary Financial Advisor
96Score
Latest update · June 13, 2026: Initial ranking published. 10 Grand Rapids-metro financial advisors businesses evaluated, top 8 ranked by Vetted Score.

In Grand Rapids, the importance of hiring a reliable financial advisor cannot be overstated. With a thin market and many providers still building their reputations, selecting the wrong advisor can lead to poor investment choices and financial setbacks.

Our list of the best financial advisors in the area was crafted by evaluating ten providers based on their ratings and reviews. We focus on those who consistently deliver quality advice and service, ensuring that you have trustworthy options to consider.

10financial advisors evaluated in Grand Rapids
4.94average rating across the field
182customer reviews analyzed

Cityvetted analysis of public Google review data, updated June 13, 2026.

How much does financial advisors cost in Grand Rapids? See the price breakdown →

Our top picks

At a glance · three categories
★ Editor's Choice
96Score

Ethan Heiden, Fiduciary Financial Advisor

★★★★★5.0(56 reviews)

With a perfect rating of 5 stars from 56 reviews, Ethan Heiden is highly regarded for his personalized approach and deep understanding of client needs.

Read full review
Best Value
95Score

Voisard Asset Management Group

★★★★★5.0(33 reviews)

Voisard Asset Management Group also holds a 5-star rating, with 33 reviews praising their comprehensive financial strategies and client-focused services.

Read full review
Most Reviewed
94Score

Fiduciary Financial Advisors

★★★★★5.0(32 reviews)

Fiduciary Financial Advisors has a solid 5-star rating based on 32 reviews.

Read full review

All 8, compared

Data as of June 13, 2026
BusinessVetted ScoreGoogle ratingReviewsBest for
1
96Score
5.0★★★★★
56Personalized financial planning
2
95Score
5.0★★★★★
33Cost-effective financial strategies
3
94Score
5.0★★★★★
32Retirement and investment planning
4
88Score
5.0★★★★★
26Comprehensive financial planning
5
85Score
5.0★★★★★
7Educational financial advice
6
82Score
4.5★★★★★
22Detailed financial analysis
7
80Score
5.0★★★★★
4Tailored financial advice
8
78Score
5.0★★★★★
2New financial advisory services
Methodology

How we evaluated all 10 financial advisors.

We evaluated financial advisors in Grand Rapids based on their Vetted Scores, which reflect client satisfaction and trust. Each business was assessed using a combination of star ratings and the number of reviews, with a careful eye on the overall reputation within the community.

Importantly, no business pays for placement on our list, and we update our rankings monthly to reflect the most current information available. This approach guarantees that you receive an accurate snapshot of the best options in the area.

The Vetted Score: six weighted factors

Customer sentiment25%
Rating quality20%
Review volume & velocity20%
Website trust signals15%
Service breadth10%
Business longevity10%

Sentiment is measured by AI analysis of review text, recency-weighted, with verified-pattern checks to discount suspicious review bursts.

Full reviews

The rankings · in order
1
★ Editor's Choice

Ethan Heiden, Fiduciary Financial Advisor

★★★★★5.0(56 reviews)
96Score

With a perfect rating of 5 stars from 56 reviews, Ethan Heiden is highly regarded for his personalized approach and deep understanding of client needs. Reviewers appreciate his transparency and fiduciary commitment, making him a top choice for those seeking dedicated financial guidance. However, as a smaller firm, he may have limited resources compared to larger institutions.

Pros

  • Personalized service
  • High transparency
  • Strong fiduciary commitment

Cons

  • Limited resources compared to larger firms
Best forPersonalized financial planning
Service areaGrand Rapids, MI
Typical pricing$200 to $500 per hour
2
Best Value

Voisard Asset Management Group

★★★★★5.0(33 reviews)
95Score

Voisard Asset Management Group also holds a 5-star rating, with 33 reviews praising their comprehensive financial strategies and client-focused services. Clients often highlight their value for money and proactive communication. However, the firm is still building its reputation, so some may prefer a more established advisor. The sample is modest but steady, with reviewers describing the same strengths instead of one-off praise. Most of what reviewers hire it for is cost-effective financial strategies. It serves Grand Rapids, MI, with $150 to $400 per hour pricing, and the honest trade-offs are building reputation, fewer reviews.

Pros

  • Comprehensive strategies
  • Client-focused service
  • Good value for money

Cons

  • Building reputation, fewer reviews
Best forCost-effective financial strategies
Service areaGrand Rapids, MI
Typical pricing$150 to $400 per hour
3
Most Reviewed

Fiduciary Financial Advisors

★★★★★5.0(32 reviews)
94Score

Fiduciary Financial Advisors has a solid 5-star rating based on 32 reviews. Clients commend their expertise and commitment to fiduciary standards, which fosters trust. They excel in retirement planning and investment management. However, with fewer reviews than the top two, some potential clients might hesitate to choose them over more established options.

Pros

  • Expertise in retirement planning
  • Strong fiduciary standards
  • Trustworthy service

Cons

  • Fewer reviews than top competitors
Best forRetirement and investment planning
Service areaGrand Rapids, MI
Typical pricing$200 to $450 per hour
4

Lifeworks Advisors LLC

★★★★★5.0(26 reviews)
88Score

With a 5-star rating from 26 reviews, Lifeworks Advisors LLC is recognized for its holistic approach to financial planning. Clients appreciate their friendly service and customized plans. However, their smaller review base may leave some potential clients uncertain about the depth of experience. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is comprehensive financial planning. It serves Grand Rapids, MI, with $150 to $400 per hour pricing, and the honest trade-offs are smaller review base.

Pros

  • Holistic financial planning
  • Friendly service
  • Customized plans

Cons

  • Smaller review base
Best forComprehensive financial planning
Service areaGrand Rapids, MI
Typical pricing$150 to $400 per hour
5

Eastown Financial Advisors

★★★★★5.0(7 reviews)
85Score

Eastown Financial Advisors holds a 5-star rating with 7 reviews, indicating a promising start in the Grand Rapids market. Clients appreciate their approachable style and willingness to educate. However, with such a limited number of reviews, their credibility is still being established in the community. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is educational financial advice. It serves Grand Rapids, MI, with $100 to $300 per hour pricing, and the honest trade-offs are limited number of reviews.

Pros

  • Approachable style
  • Educational focus

Cons

  • Limited number of reviews
Best forEducational financial advice
Service areaGrand Rapids, MI
Typical pricing$100 to $300 per hour

America Group Wealth Management has a strong 4.5-star rating from 22 reviews. Clients often highlight their responsive service and detailed financial analysis. While they provide solid advice, their rating suggests there may be room for improvement in client satisfaction or service consistency. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is detailed financial analysis. It serves Grand Rapids, MI, with $150 to $400 per hour pricing, and the honest trade-offs are room for improvement in satisfaction.

Pros

  • Responsive service
  • Detailed financial analysis

Cons

  • Room for improvement in satisfaction
Best forDetailed financial analysis
Service areaGrand Rapids, MI
Typical pricing$150 to $400 per hour
7

Grand Wealth Management

★★★★★5.0(4 reviews)
80Score

Grand Wealth Management has earned a 5-star rating from just 4 reviews, showcasing a promising start. Clients who have worked with them praise their personalized attention and tailored advice. However, the limited number of reviews makes it difficult to gauge their overall reliability and experience. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is tailored financial advice. It serves Grand Rapids, MI, with $200 to $500 per hour pricing, and the honest trade-offs are limited number of reviews.

Pros

  • Personalized attention
  • Tailored advice

Cons

  • Limited number of reviews
Best forTailored financial advice
Service areaGrand Rapids, MI
Typical pricing$200 to $500 per hour
8

NPF Investment Advisors

★★★★★5.0(2 reviews)
78Score

NPF Investment Advisors holds a 5-star rating from only 2 reviews. While the perfect score is promising, the extremely limited feedback makes it hard to assess their service quality and experience. Potential clients might want to wait for more reviews before making a decision. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is new financial advisory services. It serves Grand Rapids, MI, with $150 to $400 per hour pricing, and the honest trade-offs are extremely limited feedback.

Pros

  • Perfect score from initial clients

Cons

  • Extremely limited feedback
Best forNew financial advisory services
Service areaGrand Rapids, MI
Typical pricing$150 to $400 per hour
Before you book

How to choose a financial advisor in Grand Rapids

Selecting the right financial advisor requires careful consideration of several factors to avoid common pitfalls. Here are key points to keep in mind.

Check Credentials

Look for advisors with relevant certifications such as CFP or CFA, indicating they have the necessary training and expertise.

Review Client Feedback

Analyze reviews and ratings to gauge past client experiences. A higher number of reviews often indicates reliability.

Understand Fee Structures

Be clear on how each advisor charges for their services, whether it's a flat fee, hourly rate, or percentage of assets managed.

What it costs

What financial advisors cost in Grand Rapids

The cost of hiring a financial advisor in Grand Rapids can vary significantly based on their services and experience. Here’s a breakdown of typical pricing tiers.

Hourly RateExpect to pay between $150 to $400 per hour, depending on the advisor's expertise and the complexity of your needs.
Flat FeesSome advisors charge flat fees ranging from $1,000 to $5,000 for comprehensive financial planning services.
Percentage of Assets ManagedTypically, advisors charge around 1% of assets under management annually, though this can decrease for larger portfolios.
Retainer FeesRetainer fees for ongoing advice can range from $2,000 to $10,000 per year, depending on the level of service.

Frequently asked questions

How much does financial advising cost in Grand Rapids?

Fees for financial advising in Grand Rapids typically range from $100 to $300 per hour, depending on the advisor's experience and services offered.

What should I look for in a financial advisor?

Look for advisors with solid reviews, transparent fee structures, and a fiduciary duty to act in your best interest.

How often is this ranking updated?

We re-run the full analysis monthly with fresh review data. Last updated June 13, 2026.

Our verdict

For most Grand Rapids residents: <strong>Ethan Heiden, Fiduciary Financial Advisor</strong>

Call Ethan Heiden, Fiduciary Financial Advisor first for top-notch fiduciary services. If you seek a more personalized approach, Voisard Asset Management Group is your pick. For clients needing straightforward advice with fewer complexities, Fiduciary Financial Advisors could be the better option.