SourcingSourcing

FEE-ONLY FIDUCIARY ADVISORS LLC

C47
CRD 143329·SEC 801-122547·GRAND RAPIDS, MI
AUM
$197.0M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$591K
@ 30% margin
Est. Deal Value
$4.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FEE-ONLY FIDUCIARY ADVISORS LLC
CRD
143329
SEC file #
801-122547
EIN
—
DBA names
Schwallier Wealth Management

Economics

AUM
$197.0M
AUM band
$100M-$500M
AUM trajectory
'22'26
$132.9M → $197.0M▲ +48%
Client mix
Individuals Other236
Individuals High Net Worth54
Charitable Organizations2

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
3 advisors → 3 advisors▬ 0%
Primary office
GRAND RAPIDS MI
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/22/2026
ADV-W filed at
—
Website
linkedin.com/company/schwallier-wealth-management-llc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SCHWALLIER, ADAM, DAVID
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
SCHWALLIER, ADAM, DAVID
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Fidelity4
Lpl Financial4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4431899
Trust Company Affiliate
No

People (3)

3
SCHWALLIER, ADAM, DAVID
IAR · Direct Owner · 87.5%
4431899
Mary Kathryn Britenfeld
IAR
7077624
KYLE R SCHWALLIER
IAR
6621347