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Financial Planners in Grand Haven, MI: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Grand Haven: Cross State Financial Group, LLC, RFA Score 74/100; 5.0★ from 11 Google reviews.

  2. 3

    Most-reviewed: Straight Path Wealth Management, 43 Google reviews at 5.0★, the most of 30 ranked; ranked #3.

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

30 Grand Haven financial planners are ranked here by RFA Score, from eight published factors. The median Google rating is 5.0★ across 30 rated firms.

Top 10 financial planners in Grand Haven 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 Grand Haven at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Cross State Financial Group, LLC745.0★ (11)Grand HavenTop score
2Braeburn Wealth Management734.8★ (26)Muskegon, 12 mi away—
3Straight Path Wealth Management735.0★ (43)Jenison, 23 mi awayMost reviews
4Ideal Life Financial725.0★ (26)Holland, 20 mi away—
54Front Credit Union724.4★ (14)Norton Shores, 9 mi away—
6Foguth Financial Group725.0★ (8)Norton Shores, 5 mi away—
7First Command Financial Advisor - Amy Marsh715.0★ (8)Norton Shores, 7 mi away—
8Generational Wealth Management704.4★ (23)Holland, 21 mi away—
9Koele Godfrey Investment Group Inc.695.0★ (12)Holland, 20 mi away—
10Mark Wielinga - Financial Advisor, Ameriprise Financial Services, LLC695.0★ (6)Muskegon, 12 mi away—

All 30 financial planners in Grand Haven, 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.

  2. #2 Braeburn Wealth Management

    Based in Muskegon, 12 mi away

    73/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.8★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 26 Google reviews
    Hours
    Mon–Tue 8 AM–5 PM · Wed closed · Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    111 W Western Ave, Muskegon, MI 49442
    View profile for Braeburn Wealth Management(231) 720-0743

  4. #4 Ideal Life Financial

    Based in Holland, 20 mi away

    72/100RFA Score

    Ranked #4 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–4:30 PM · Sat–Sun closed
    Address
    Main Entrance & Main Level, 201 W Washington Ave #202, Zeeland, MI 49464
    View profile for Ideal Life Financial(616) 530-6950

  5. #5 4Front Credit Union

    Based in Norton Shores, 9 mi away

    72/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.4★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 14 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    281 Seminole Rd, Norton Shores, MI 49444
    View profile for 4Front Credit Union(800) 765-0110

  6. #6 Foguth Financial Group

    Based in Norton Shores, 5 mi away

    72/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1535 Farr Rd A, Norton Shores, MI 49444
    View profile for Foguth Financial Group(810) 522-5650

  10. #10 Mark Wielinga - Financial Advisor, Ameriprise Financial Services, LLC

    Based in Muskegon, 12 mi away

    69/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    700 Terrace Point Dr Ste 300, Muskegon, MI 49440
    View profile for Mark Wielinga - Financial Advisor, Ameriprise Financial Services, LLC(231) 642-9014

  19. #19 H&S Companies

    Based in Grand Rapids, 24 mi away

    65/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    4575 Lake Michigan Dr NW, Grand Rapids, MI 49534
    View profile for H&S Companies(616) 453-8551

All 30 financial planners

#1 to #25 are shown in full above. Here are #26 to #30, in RFA Score order; each links to its profile.

financial planners in Grand Haven, ranks 26 to 30
RankBusinessRFA ScoreGoogle ratingDistance
26Straight Path Tax & Accounting Solutions, Inc643.8★ (5)23 mi
27Pathway Financial Design, LLC643.5★ (4)21 mi
28Lakeman Financial635.0★ (3)25 mi
29ARGO Wealth Partners634.8★ (19)10 mi
30Michael J. Michalak, Financial Advisor - 2M Financial Group LLC545.0★ (3)24 mi

Also serving Grand Haven

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 Grand Haven
BusinessGoogle ratingDistance
Brookstone InvestmentsIn Grand Haven
Cody Hagen - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Grand Haven
Edward Jones - Financial Advisor: Julie J DeSantoIn Grand Haven
Edward Jones - Financial Advisor: Maggie Doornewerd5.0★ (4)In Grand Haven
Edward Jones - Financial Advisor: Matt Strong5.0★ (1)In Grand Haven
Edward Jones - Financial Advisor: Scott DeaterIn Grand Haven
Edward Jones - Financial Advisor: Tom Baetens, AAMS®5.0★ (2)In Grand Haven
Edward Jones - Financial Advisor: Zach Flynn5.0★ (2)In Grand Haven
Jacob Uithoven, Fiduciary Financial Advisor5.0★ (3)In Grand Haven
Jay Greer & Co.In Grand Haven
Kar-Mel Financial Planners5.0★ (1)In Grand Haven
MMG Wealth ManagementIn Grand Haven
Northwestern MutualIn Grand Haven
Northwestern Mutual - Ryan J. GoldmanIn Grand Haven
Northwestern Mutual : Daniel Horning, CLUIn Grand Haven
Retirement Financial Group, LLC5.0★ (1)In Grand Haven
Stegink Financial5.0★ (4)In Grand Haven
Stifel5.0★ (1)In Grand Haven
Terrill Financial Group, LLC3.0★ (2)In Grand Haven
West Michigan Wealth Management. LLC5.0★ (1)In Grand Haven

How we ranked Grand Haven financial planners

We scored 30 Grand Haven 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 Grand Haven 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 Grand Haven: frequently asked questions

Which financial planner has the highest RFA Score in Grand Haven?

By RFA Score, the highest-ranked financial planner in Grand Haven, MI is Cross State Financial Group, LLC with an RFA Score of 74/100. It has 5.0★ from 11 Google reviews. Braeburn Wealth Management (#2) and Straight Path Wealth Management (#3) follow. We ranked 30 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Grand Haven?

RankedFinancialAdvisors ranks 30 financial planners serving Grand Haven, MI. 1 of them is based in Grand Haven; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

What Google rating do Grand Haven financial planners have?

The median Google rating among 30 rated financial planners in Grand Haven is 5.0★, with a median of 5 reviews. Straight Path Wealth Management has the most, 43 reviews, and ranks #3. 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 Grand Haven count in this ranking?

Yes, if they are within 25 mi of the Grand Haven 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 Grand Haven 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 Grand Haven 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 Grand Haven

  1. November 2026: RFA Scores recalculated for 30 financial planners serving Grand Haven.

More financial planners and Grand Haven pages