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Financial Planners in Cutlerville, MI: 2026 rankings

91 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Cutlerville: BHS Insurance, RFA Score 77/100; 4.8★ from 229 Google reviews.

  2. 3

    Most-reviewed: Jacobs Financial Services LLC, 177 Google reviews at 4.8★, the most of 91 ranked after BHS Insurance; ranked #3.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

91 Cutlerville financial planners are ranked here by RFA Score, from eight published factors. 3 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 91 rated firms.

Top 10 financial planners in Cutlerville at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Cutlerville at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1BHS Insurance774.8★ (229)Grandville, 5 mi awayTop score
2Mattson Financial Services765.0★ (144)Kentwood, 6 mi away—
3Jacobs Financial Services LLC764.8★ (177)Grandville, 5 mi awayMost reviews
4Pearl Wealth Group755.0★ (107)Carrollwood, 7 mi away—
5Malinowski Law, PLC754.9★ (93)Grand Rapids, 6 mi away—
6Jake Willis - Private Wealth Advisor, Ameriprise Financial Services, LLC745.0★ (58)Kentwood, 3 mi away—
7Villaire Financial, LLC745.0★ (76)Grand Rapids, 8 mi away—
8AAM Financial Planning and Investments735.0★ (44)Wyoming, 6 mi away—
9Straight Path Wealth Management725.0★ (43)Jenison, 10 mi away—
10Voisard Asset Management Group715.0★ (33)Grand Rapids, 9 mi away—

All 91 financial planners in Cutlerville, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Cutlerville

    #1 BHS Insurance

    Based in Grandville, 5 mi away

    77/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.8★ from 229 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 229 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    3055 44th St SW, Grandville, MI 49418
    View profile for BHS Insurance(616) 531-1900

  5. #5 Malinowski Law, PLC

    Based in Grand Rapids, 6 mi away

    75/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.9★ from 93 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 93 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    740 Alger St SE, Grand Rapids, MI 49507
    View profile for Malinowski Law, PLC(616) 475-4994

  7. #7 Villaire Financial, LLC

    Based in Grand Rapids, 8 mi away

    74/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 76 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 76 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2 Fulton St W Ste 122, Grand Rapids, MI 49503
    View profile for Villaire Financial, LLC(586) 322-2953

  13. #13 Lifeworks Advisors LLC

    Based in Grand Rapids, 8 mi away

    71/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    4095 Park E Ct SE Ste C, Grand Rapids, MI 49546
    View profile for Lifeworks Advisors LLC

  15. #15 Mosaic Wealth Management

    Based in Grand Rapids, 9 mi away

    70/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.9★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 28 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    607 Cascade W Pkwy SE, Grand Rapids, MI 49546
    View profile for Mosaic Wealth Management(616) 949-0900

  16. #16 Plan It Financial Group

    Based in Grandville, 6 mi away

    70/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 19 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–1 PM · Sat–Sun closed
    Address
    4445 Wilson Ave SW, Grandville, MI 49418
    View profile for Plan It Financial Group(616) 552-1329

  17. #17 Culver CPA Group

    Based in Grand Rapids, 10 mi away

    70/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.9★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 28 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1419 Coit Ave NE, Grand Rapids, MI 49505
    View profile for Culver CPA Group(616) 456-6464

  21. #21 Foguth Financial Group

    Based in Grand Rapids, 9 mi away

    69/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.8★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 19 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4450 Cascade Rd SE, Grand Rapids, MI 49546
    View profile for Foguth Financial Group(810) 522-5650

  23. #23 ESI Financial

    Based in Cutlerville

    69/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.5★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 8 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    7115 Kalamazoo Ave SE #B, Caledonia, MI 49316
    View profile for ESI Financial(616) 583-0800

  25. #25 Global Financial Trust

    Based in Grand Rapids, 9 mi away

    68/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.9★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 12 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–12 PM · Sat–Sun closed
    Address
    770 Kenmoor Ave SE Ste 203, Grand Rapids, MI 49546
    View profile for Global Financial Trust(616) 956-9900

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 91 ranked financial planners here; the rest are on their profiles.

financial planners in Cutlerville, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Ideal Life Financial685.0★ (26)18 mi
27Calder Financial Group685.0★ (14)12 mi
28Great Lakes Financial Insurance Agenecy685.0★ (10)9 mi
29Kyle Trevino - Private Wealth Advisor, Ameriprise Financial Services, LLC685.0★ (11)10 mi
30Provisio Retirement Partners675.0★ (7)7 mi
31Kapteyn Wealth Partners675.0★ (4)2 mi
32FCM Financial Planning675.0★ (9)9 mi
33Arbor Financial Credit Union675.0★ (3)In Cutlerville
34Rehmann674.2★ (10)7 mi
35Fidelity Investments673.5★ (45)6 mi
36Blake Hibbitts - Financial Advisor, Ameriprise Financial Services, LLC675.0★ (4)3 mi
37True Wealth Retirement Partners675.0★ (4)3 mi
38Bank of America Financial Center662.9★ (49)1 mi
39Modern District Financial663.9★ (11)9 mi
40Generational Wealth Management664.4★ (23)18 mi
41Hantz Financial Services, Inc. - Grandville, Michigan664.2★ (5)6 mi
42Regal Financial Group665.0★ (3)4 mi
43Northwestern Mutual663.5★ (15)9 mi
44Stewardship Trust Advisors664.8★ (4)7 mi
45The Braun Walsh Group Private Wealth Management Robert W. Baird & Co.665.0★ (5)9 mi
46Luke Gruppen - Thrivent665.0★ (4)8 mi
47CooperDavis Financial Group665.0★ (4)8 mi
48Medalist Wealth Management664.3★ (6)9 mi
49Family Capital Management654.2★ (5)9 mi
50H&S Companies655.0★ (5)11 mi

Also serving Cutlerville

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Cutlerville
BusinessGoogle ratingDistance
Axiom Wealth Partners3.0★ (2)8 mi
Baird Private Wealth Management3.0★ (2)9 mi
BCF Wealth Strategies4.0★ (2)4 mi
Capital Alliance Financial LLC1.0★ (2)7 mi
D.A.E Capital Advisors5.0★ (2)3 mi
Edge Wealth Management5.0★ (2)8 mi
Ellen Naber - Financial Advisor, Ameriprise Financial Services, LLC4.5★ (2)3 mi
Fifth Third Preferred - Travis Hough5.0★ (2)9 mi
Foremost Financial Services Corporation3.5★ (2)7 mi
GFT Wealth Strategies5.0★ (2)9 mi
Hancock & Associates3.0★ (2)9 mi
Miedema Asset Management Group2.3★ (3)In Cutlerville
NPF Investment Advisors5.0★ (2)9 mi
Project Green5.0★ (2)6 mi
RSC Advisors4.0★ (2)7 mi
Scot Fay - Thrivent4.5★ (2)9 mi
Success Financial Group LLC3.0★ (2)7 mi
Summit Wealth Partners LLC5.0★ (2)9 mi
VanderPol InvestmentsIn Cutlerville
VanSingel & Farrell Wealth ManagementIn Cutlerville

How we ranked Cutlerville financial planners

We scored 91 Cutlerville financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Cutlerville data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Cutlerville: frequently asked questions

Which financial planner has the highest RFA Score in Cutlerville?

By RFA Score, the highest-ranked financial planner in Cutlerville, MI is BHS Insurance with an RFA Score of 77/100. It has 4.8★ from 229 Google reviews. Mattson Financial Services (#2) and Jacobs Financial Services LLC (#3) follow. We ranked 91 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Cutlerville?

RankedFinancialAdvisors ranks 91 financial planners serving Cutlerville, MI. 2 of them are based in Cutlerville; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Cutlerville work on weekends?

3 of 91 ranked financial planners post Saturday hours and 1 post Sunday hours. Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Cutlerville financial planners have?

The median Google rating among 91 rated financial planners in Cutlerville is 5.0★, with a median of 6 reviews. BHS Insurance has the most, 229 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Cutlerville count in this ranking?

Yes, if they are within 25 mi of the Cutlerville city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Cutlerville ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Cutlerville a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Cutlerville

  1. November 2026: RFA Scores recalculated for 91 financial planners serving Cutlerville.

More financial planners and Cutlerville pages