# GPS Financial Group, LLC

> GPS Financial Group, LLC is a state-registered investment advisory firm in Grand Rapids, MI, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 281534
- Filed as: GPS FINANCIAL GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Grand Rapids, MI
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/281534
- AdvisorCensus page: https://advisorcensus.com/firm/gps-financial-group-llc-grand-rapids-mi-281534

## Quick answers

**How is GPS Financial Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), GPS Financial Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is GPS Financial Group, LLC located?**
GPS Financial Group, LLC's principal office is in Grand Rapids, MI, according to its Form ADV.

**Is GPS Financial Group, LLC registered with the SEC or a state?**
GPS Financial Group, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 281534.

**How much does GPS Financial Group, LLC manage?**
GPS Financial Group, LLC reports $79,848,902 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (84% discretionary).

**What types of clients does GPS Financial Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (78); high net worth individuals (36); pension and profit sharing plans (but not the plan participants or government pension plans) (8).

**Does GPS Financial Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/281534

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $79,848,902
- Discretionary: $67,307,550
- Non-discretionary: $12,541,352

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 78 | $16,072,734 |
| High net worth individuals | 36 | $55,991,967 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $7,784,201 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2016 (10 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, IN, MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gpsfinancialgroupllc.com
- LinkedIn @james-louwerse-cfp®-367b4a130
- LinkedIn @joel-poortenga-659b53131

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. GPS Financial Group, LLC (CRD 281534): Form ADV filing data as of October 2026.