Financial Advisory Corporation logo

Financial Advisory Corporation

Updated today

Client assets under management

$598,366,916

Clients

258

52% high-net-worth

Advisors

9

of 14 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

29

Very Low

Average account size

$2,319,252

About

Financial Advisory Corporation provides wealth management combining investment management and comprehensive financial planning to individuals (including high‑net‑worth clients), retirement plans, and non‑profit/endowment clients. Typical services described in the brochure include determining risk profiles, creating asset‑allocation portfolios, written financial‑planning modules (retirement, estate, tax, education funding), and quarterly reporting.

The firm generally manages client accounts on a discretionary basis and applies an asset‑allocation approach implemented with mutual funds, ETFs, individual bonds, and periodic rebalancing, with portfolio reviews at least quarterly. Its stated methods include both long‑ and short‑term purchase strategies and fundamental analysis, and recommendations are tailored to client objectives, liquidity needs, and risk tolerance.

Distinctive features include a relatively large scale for a nine‑advisor team—approximately $1.104 billion in discretionary assets for about 258 clients—which corresponds to a high average asset level per client and supports custom fee arrangements (two fee calculation methods, a $19,000 annual minimum, and bespoke schedules for accounts over $100 million). The brochure also discloses ERISA fiduciary services for retirement plans, recommends Charles Schwab custody while describing negotiated commission benefits, and notes that the firm advertises third‑party ratings and lists its IARD/CRD number for further verification.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed fees considered on a case-by-case basis

Percentage

$0 - $2,000,000: 0.95% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $15,000,000: 0.55% $15,000,001 - $25,000,000: 0.40% $25,000,001 - $50,000,000: 0.30% $50,000,001 - $100,000,000: 0.25% $100,000,001+: Custom

Project-based

Up to $500 per hour depending on work and employees involved

Other

Account minimum: $2,000,000 Minimum fee: $19,000 annual minimum fee Fee-only: Fee-only compensation; no commissions received

Main office location

Financial Advisory Corporation

4251 Cascade Road S.E.

Grand Rapids MI 49546, United States

Number of offices

1

Most active in

Florida · Michigan · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Craig R

CFP®, Series 63

Grand Rapids, MI

Financial Advisory Corporation

Craig Rayment is a CFP® and Series 63-registered advisor with Financial Advisory Corporation in Grand Rapids, MI. He has been with the firm since 2023 and previously worked for the Great Lakes Region of the Wesleyan Church and Red Cedar Church. Financial Advisory Corporation provides integrated wealth management services to individuals, employer retirement plans, and non-profit/endowment clients. The firm manages approximately $972 million in discretionary assets and employs a multi-advisor team approach with an emphasis on asset allocation and tailored portfolios.

General retirement planning Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Loran F

CFP®, Series 63

Grand Rapids, MI

Financial Advisory Corporation

Loran Filson is a CFP® with 15 years of industry experience, currently serving at Financial Advisory Corporation in Grand Rapids, MI. He has been with the firm since 1998. Financial Advisory Corporation offers integrated wealth management services to individual clients, employer retirement plans, and non-profit/endowment clients. The firm employs a multi-advisor team approach and emphasizes asset allocation with tailored portfolios, managing approximately $972 million in discretionary assets.

General retirement planning Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Nicholas S

ChFC®, Series 66

Grand Rapids, MI

Financial Advisory Corporation

Nicholas Somers is a financial advisor at Financial Advisory Corporation with the designations ChFC® and Series 66. He has two years of industry experience, previously working at Collaborative Wealth Strategies and Royal Alliance Associates, INC., as well as several years at Tyson Foods, Inc. Financial Advisory Corporation provides integrated wealth management services to individual clients, employer retirement plans, and nonprofit/endowment clients, managing approximately $972 million in discretionary assets. The firm employs a multi-advisor team approach with an investment process focused on asset allocation and tailored portfolios, including mutual funds, ETFs, bonds, and cash.

General retirement planning Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Joel V

CFP®, Series 63

Grand Rapids, MI

Financial Advisory Corporation

Joel Vander Meyden is a CFP® with 15 years of experience at Financial Advisory Corporation in Grand Rapids, MI, where he has worked since 2005. He holds a Series 63 license and operates within a multi-advisor team of 14 professionals. Financial Advisory Corporation provides integrated wealth management services, combining investment management and financial planning for individuals, employer retirement plans, and non-profit/endowment clients. The firm manages approximately $972 million in discretionary assets and emphasizes asset allocation with tailored portfolios, periodic rebalancing, and quarterly reviews.

General retirement planning Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Paul A

CFP®, Series 63

Grand Rapids, MI

Financial Advisory Corporation

Paul Anthes is a CFP® with 15 years of industry experience, currently serving at Financial Advisory Corporation in Grand Rapids, MI. He has been with the firm since 1988 and sits on the board of Logical Choice Technologies, a nonprofit focused on technology for schools. Financial Advisory Corporation provides integrated wealth management services to individuals, employer retirement plans, and nonprofit clients, managing approximately $972 million in discretionary assets through a multi-advisor team. The firm emphasizes asset allocation and tailored portfolios with regular reviews and discretionary management.

General retirement planning Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Christopher S

CFP®

Grand Rapids, MI

Financial Advisory Corporation

Christopher Still is a CFP® professional with 10 years of experience at Financial Advisory Corporation in Grand Rapids, MI. He has been with the firm since 2013 and also maintains a part-time role as Director of Research and Technology at Backyard Marketing, Inc., a business supporting Convention and Visitors Bureaus. Financial Advisory Corporation provides integrated wealth management services to individuals, employer retirement plans, and nonprofit clients through a multi-advisor team. The firm manages approximately $972 million in discretionary assets and emphasizes asset allocation and tailored portfolios with periodic rebalancing and quarterly reviews.

General retirement planning Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Ryan A

CFP®, CFA®, Series 63

Grand Rapids, MI

Financial Advisory Corporation

Ryan Allen is a CFP® and CFA® with 15 years of industry experience. He has been with Financial Advisory Corporation since 2015. The firm provides integrated wealth management services to individuals, employer retirement plans, and non-profit/endowment clients, managing approximately $972 million in discretionary assets. Financial Advisory Corporation employs a multi-advisor team approach, focusing on asset allocation and tailored portfolios with periodic rebalancing and quarterly reviews.

General retirement planning Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Jackson V

CFP®

Grand Rapids, MI

Financial Advisory Corporation

Jackson Van Dyke is a CFP® at Financial Advisory Corporation in Grand Rapids, MI, with one year of experience in the financial advisory industry. Prior to joining Financial Advisory Corporation, he held roles in transportation and warehousing and engaged in various self-employment endeavors. Financial Advisory Corporation provides integrated wealth management services to individuals, employer retirement plans, and non-profit/endowment clients, managing approximately $972 million in discretionary assets. The firm uses a multi-advisor team approach with a focus on tailored asset allocation and periodic portfolio reviews.

General retirement planning Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Andrew R

CFP®, Series 65

Grand Rapids, MI

Financial Advisory Corporation

Andrew Roberts is a CFP® with 15 years of industry experience, currently serving as an advisor at Financial Advisory Corporation in Grand Rapids, MI. He has been with the firm since 2001. Outside of his advisory role, he is involved in an executive-coaching business unrelated to financial services. Financial Advisory Corporation provides integrated wealth management to individuals, employer retirement plans, and non-profit/endowment clients. The firm emphasizes asset allocation and tailored portfolios, managing approximately $972 million in discretionary assets for about 252 clients through a multi-advisor team.

General retirement planning Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")