# Schwallier Wealth Management

> Schwallier Wealth Management is an SEC-registered investment advisory firm in Grand Rapids, MI, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 8, 2026.

- CRD: 143329
- Filed as: SCHWALLIER WEALTH MANAGEMENT
- Legal name: FEE-Only Fiduciary Advisors LLC
- Also doing business as: FEE-ONLY FIDUCIARY ADVISORS, FEE-ONLY FIDUCIARY ADVISORS, LLC, SCHWALLIER WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Grand Rapids, MI
- Filing period: October 2026
- Form ADV filing dated: June 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/143329
- AdvisorCensus page: https://advisorcensus.com/firm/schwallier-wealth-management-grand-rapids-mi-143329

## Quick answers

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

**How much does Schwallier Wealth Management charge?**
Its Form ADV Part 2A brochure dated June 8, 2026 states: Subscription: $20 to $2,500 a month (ongoing planning engagements); Flat fee: $5,000 (non-recurring planning services); Hourly rate: $500 an hour (nonrecurring planning services); Flat fee: $2,500 to $100,000 (institutional retirement advisory services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Schwallier Wealth Management located?**
Schwallier Wealth Management's principal office is in Grand Rapids, MI, according to its Form ADV.

**Is Schwallier Wealth Management registered with the SEC or a state?**
Schwallier Wealth Management is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 143329.

**How much does Schwallier Wealth Management manage?**
Schwallier Wealth Management reports $197,020,227 in regulatory assets under management in its Form ADV filing dated June 8, 2026 (100% discretionary).

**How have Schwallier Wealth Management's assets and staff changed since 2022?**
In the Form ADV data for Schwallier Wealth Management: Regulatory assets under management: $137,835,572 in the October 2022 data and $197,020,227 in the October 2026 data, up 43%. Total employees: 4 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Schwallier Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (236); high net worth individuals (54); charitable organizations (2).

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

**Does Schwallier Wealth Management 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/143329

**What changed in Schwallier Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Added the business name FEE-Only Fiduciary Advisors, LLC. Added the business name Schwallier Wealth Management. Added the business name FEE-Only Fiduciary Advisors. Changed its legal name from Schwallier Wealth Management, LLC to FEE-Only Fiduciary Advisors LLC. Regulatory assets under management went from $171,257,967 to $197,020,227 (+15%).

## 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 June 8, 2026)

- Minimum annual fee: $5,000

> We require a minimum fee of $5,000 per client.

- Subscription: $20 to $2,500 a month (ongoing planning engagements)

> Within the same calendar month of the creation of the personalized plan, the Adviser will assess an ongoing monthly fee ranging from $20 to $2,500, which is paid in advance each month going forward.

- Flat fee: $5,000 (non-recurring planning services)

> For non-recurring engagements, the Adviser may charge either a one-time planning fee of up to $5,000 or provide nonrecurring planning services for an hourly fee for which the maximum hourly fee is up to $500/hour.

- Hourly rate: $500 an hour (nonrecurring planning services)

> For non-recurring engagements, the Adviser may charge either a one-time planning fee of up to $5,000 or provide nonrecurring planning services for an hourly fee for which the maximum hourly fee is up to $500/hour.

- Flat fee: $2,500 to $100,000 (institutional retirement advisory services)

> A flat fee is generally between $2,500 and $100,000.

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
- LPL Financial 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: $197,020,227
- Discretionary: $197,020,227
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 236 | $87,579,712 |
| High net worth individuals | 54 | $102,302,543 |
| Charitable organizations | 2 | $7,137,972 |

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

### Firm details
- Registered since: 2021 (4 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: IL, IN, MI, NE
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [swmadvisor.com](https://swmadvisor.com)
- Facebook @Swmadvisor
- LinkedIn @schwallier-wealth-management-llc
- LinkedIn @adamschwallier
- LinkedIn @mkbritenfeld

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $137,835,572 | 4 | April 13, 2022 |
| October 2023 | $133,618,743 | 5 | July 14, 2023 |
| October 2024 | $143,657,128 | 4 | September 9, 2024 |
| October 2025 | $171,257,967 | 4 | June 30, 2025 |
| October 2026 | $197,020,227 | 3 | June 8, 2026 |

Regulatory assets under management: $137,835,572 in the October 2022 data and $197,020,227 in the October 2026 data, up 43%.
Total employees: 4 in October 2022 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Added the business name FEE-Only Fiduciary Advisors, LLC.
- Added the business name Schwallier Wealth Management.
- Added the business name FEE-Only Fiduciary Advisors.
- Changed its legal name from Schwallier Wealth Management, LLC to FEE-Only Fiduciary Advisors LLC.
- Regulatory assets under management went from $171,257,967 to $197,020,227 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Schwallier Wealth Management (CRD 143329): Form ADV filing data as of October 2026.