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Financial Planners in Walker, MI: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Walker: BHS Insurance, RFA Score 76/100; 4.8★ from 229 Google reviews.

  2. 2

    Most-reviewed: Jacobs Financial Services LLC, 177 Google reviews at 4.8★, the most of 93 ranked after BHS Insurance; ranked #2.

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

93 Walker 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 93 rated firms.

Top 10 financial planners in Walker 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 Walker at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1BHS Insurance764.8★ (229)Grandville, 8 mi awayTop score
2Jacobs Financial Services LLC754.8★ (177)Grandville, 8 mi awayMost reviews
3Mattson Financial Services755.0★ (144)Kentwood, 11 mi away—
4Villaire Financial, LLC755.0★ (76)Grand Rapids, 6 mi away—
5Malinowski Law, PLC744.9★ (93)Grand Rapids, 8 mi away—
6Straight Path Wealth Management725.0★ (43)Jenison, 7 mi away—
7Pearl Wealth Group725.0★ (107)Carrollwood, 19 mi away—
8AAM Financial Planning and Investments725.0★ (44)Wyoming, 8 mi away—
9Jake Willis - Private Wealth Advisor, Ameriprise Financial Services, LLC725.0★ (58)Kentwood, 12 mi away—
10Voisard Asset Management Group725.0★ (33)Grand Rapids, 5 mi away—

All 93 financial planners in Walker, 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 Walker

    #1 BHS Insurance

    Based in Grandville, 8 mi away

    76/100RFA 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

  4. #4 Villaire Financial, LLC

    Based in Grand Rapids, 6 mi away

    75/100RFA Score

    Ranked #4 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

  5. #5 Malinowski Law, PLC

    Based in Grand Rapids, 8 mi away

    74/100RFA 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

  12. #12 Culver CPA Group

    Based in Grand Rapids, 5 mi away

    71/100RFA Score

    Ranked #12 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

  14. #14 Mosaic Wealth Management

    Based in Grand Rapids, 11 mi away

    70/100RFA Score

    Ranked #14 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

  15. #15 Lifeworks Advisors LLC

    Based in Grand Rapids, 11 mi away

    70/100RFA Score

    Ranked #15 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

  16. #16 Plan It Financial Group

    Based in Grandville, 8 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

  19. #19 Foguth Financial Group

    Based in Grand Rapids, 11 mi away

    68/100RFA Score

    Ranked #19 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

  22. #22 Ideal Life Financial

    Based in Holland, 18 mi away

    68/100RFA Score

    Ranked #22 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

  24. #24 H&S Companies

    Based in Grand Rapids, 2 mi away

    68/100RFA Score

    Ranked #24 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

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 93 ranked financial planners here; the rest are on their profiles.

financial planners in Walker, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Global Financial Trust674.9★ (12)11 mi
27Kyle Trevino - Private Wealth Advisor, Ameriprise Financial Services, LLC675.0★ (11)11 mi
28Great Lakes Financial Insurance Agenecy675.0★ (10)11 mi
29Northwestern Mutual673.5★ (15)5 mi
30Calder Financial Group675.0★ (14)15 mi
31The Braun Walsh Group Private Wealth Management Robert W. Baird & Co.675.0★ (5)5 mi
32FCM Financial Planning675.0★ (9)12 mi
33Grand Wealth Management665.0★ (4)5 mi
34Family Capital Management664.2★ (5)6 mi
35Academy Wealth Management665.0★ (6)9 mi
36Generational Wealth Management664.4★ (23)18 mi
37Hantz Financial Services, Inc. - Grandville, Michigan664.2★ (5)6 mi
38Rehmann664.2★ (10)12 mi
39Modern District Financial663.9★ (11)11 mi
40Fidelity Investments663.5★ (45)11 mi
41Stewardship Trust Advisors664.8★ (4)7 mi
42Riley Planning & Investments-Financial Planners & Advisors665.0★ (5)9 mi
43Greenleaf Trust664.0★ (4)6 mi
44Cross State Financial Group, LLC665.0★ (11)17 mi
45Mitch Lyons Wealth664.5★ (6)10 mi
46CooperDavis Financial Group665.0★ (4)8 mi
47Straight Path Tax & Accounting Solutions, Inc663.8★ (5)7 mi
48Lakeman Financial655.0★ (3)7 mi
49Merrill Lynch Wealth Management652.7★ (7)5 mi
50Brian Timmer - Financial Advisor, Ameriprise Financial Services, LLC655.0★ (4)9 mi

Also serving Walker

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 Walker
BusinessGoogle ratingDistance
Axiom Wealth Partners3.0★ (2)6 mi
Baird Private Wealth Management3.0★ (2)5 mi
BCF Wealth Strategies4.0★ (2)13 mi
Capital Alliance Financial LLC1.0★ (2)12 mi
D.A.E Capital Advisors5.0★ (2)12 mi
Edge Wealth Management5.0★ (2)14 mi
Elevate Financial Planning3.0★ (2)9 mi
Ellen Naber - Financial Advisor, Ameriprise Financial Services, LLC4.5★ (2)12 mi
Fifth Third Securities - Brendan Bohnhorst3.0★ (2)9 mi
GFT Wealth Strategies5.0★ (2)11 mi
Hancock & Associates3.0★ (2)6 mi
Henrickson Nauta Wealth Advisors5.0★ (2)10 mi
Innovative Financial Group3.0★ (2)9 mi
Kaminski Wealth Management of Raymond James5.0★ (2)11 mi
NPF Investment Advisors5.0★ (2)6 mi
PLP Services, LLC5.0★ (2)4 mi
Project Green5.0★ (2)9 mi
RSC Advisors4.0★ (2)6 mi
Scot Fay - Thrivent4.5★ (2)12 mi
Success Financial Group LLC3.0★ (2)6 mi

How we ranked Walker financial planners

We scored 93 Walker 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 Walker 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 Walker: frequently asked questions

Which financial planner has the highest RFA Score in Walker?

By RFA Score, the highest-ranked financial planner in Walker, MI is BHS Insurance with an RFA Score of 76/100. It has 4.8★ from 229 Google reviews. Jacobs Financial Services LLC (#2) and Mattson Financial Services (#3) follow. We ranked 93 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Walker?

RankedFinancialAdvisors ranks 93 financial planners serving Walker, MI. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Walker work on weekends?

3 of 93 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 Walker financial planners have?

The median Google rating among 93 rated financial planners in Walker 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 Walker count in this ranking?

Yes, if they are within 25 mi of the Walker 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 Walker 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 Walker 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 Walker

  1. November 2026: RFA Scores recalculated for 93 financial planners serving Walker.

More financial planners and Walker pages