# LVZ, Inc.

> LVZ, Inc. is an SEC-registered investment advisory firm in Holland, MI, registered since 2006, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 16, 2026.

- CRD: 124228
- Filed as: LVZ, INC.
- Also doing business as: LVZ FINANCIAL PLANNING, LVZ INVESTMENT MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Holland, MI
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/124228
- AdvisorCensus page: https://advisorcensus.com/firm/lvz-inc-holland-mi-124228

## Quick answers

**How is LVZ, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), LVZ, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does LVZ, Inc. charge?**
Its Form ADV Part 2A brochure dated March 25, 2026 states: Hourly rate: $400 an hour (hourly billing projects). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is LVZ, Inc. located?**
LVZ, Inc.'s principal office is in Holland, MI, according to its Form ADV; the October 2026 filing also lists 10 other offices (Schedule D, Section 1.F).

**Is LVZ, Inc. registered with the SEC or a state?**
LVZ, Inc. is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 124228.

**How much does LVZ, Inc. manage?**
LVZ, Inc. reports $1,125,231,000 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (100% discretionary).

**How have LVZ, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for LVZ, Inc.: Regulatory assets under management: $775,294,000 in the October 2021 data and $1,125,231,000 in the October 2026 data, up 45%. Total employees: 17 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does LVZ, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,312); high net worth individuals (126); pension and profit sharing plans (but not the plan participants or government pension plans) (14).

**Which custodians does LVZ, Inc. use?**
LVZ, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does LVZ, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/124228

**What changed in LVZ, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 22 to 18. Regulatory assets under management went from $969,207,213 to $1,125,231,000 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Hourly rate: $400 an hour (hourly billing projects)

> For hourly billing projects, our maximum fee is $400 per hour, based on the complexity of the project and the seniority of the representative performing the services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,125,231,000
- Discretionary: $1,125,231,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,312 | $828,905,608 |
| High net worth individuals | 126 | $257,309,917 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 14 | $21,258,027 |
| Charitable organizations | 9 | $2,721,136 |
| Corporations or other businesses not listed above | 12 | $15,036,312 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2006 (20 years)
- Employees: 24 total, 18 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CO, CT, FL, GA, IL, IN, KS, LA, MA, MI, MO, NC, NY, OH, PA, RI, SC, TN, TX, VA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Ann Arbor, MI
- Belleair, FL
- Clarkesville, GA
- Columbus, OH
- Cordele, GA
- Friendswood, TX
- Grand Rapids, MI
- Litchfield, MI
- Okemos, MI
- Stockbridge, GA

### Websites listed on Form ADV (Item 1.I)
- investwithlvz.com
- lvzadvisors.com
- lvzfinancialplanning.com
- lvzinc.com
- open.spotify.com/show/2O8qTB0AxvsFHw5tDzvgCl
- planwithlvz.com
- vimeo.com/lvz
- Facebook @LVZFinancialPlanning
- Instagram @planwithlvz
- LinkedIn @lvzfinancialplanning
- LinkedIn @lvzinvestmentmanagement
- YouTube @lvzinc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $775,294,000 | 17 | July 19, 2021 |
| October 2022 | $917,501,000 | 17 | March 31, 2022 |
| October 2023 | $808,429,000 | 22 | September 11, 2023 |
| October 2024 | $874,644,000 | 23 | May 28, 2024 |
| October 2025 | $969,207,213 | 25 | March 26, 2025 |
| October 2026 | $1,125,231,000 | 24 | September 16, 2026 |

Regulatory assets under management: $775,294,000 in the October 2021 data and $1,125,231,000 in the October 2026 data, up 45%.
Total employees: 17 in October 2021 and 24 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 22 to 18.
- Regulatory assets under management went from $969,207,213 to $1,125,231,000 (+16%).

### January 2026
- No longer registered or notice-filed in KY, NE.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. LVZ, Inc. (CRD 124228): Form ADV filing data as of October 2026.