ACTION POINT FINANCIAL PLANNING, LLC

FIDUCIARY FINANCIAL ADVISORS
GRAND RAPIDS, Michigan·2 registered advisors·CRD# 172103
SEC# 801-12061986166223062
01

Firm Overview

AUM
$555M
Regulatory assets under management
Employees
27
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ACTION POINT FINANCIAL PLANNING, LLC

2 registered advisors
Benjamin Mark Verwys
GRAND RAPIDS, Michigan
Thomas M Blower
GRAND RAPIDS, Michigan
05

Office Locations

GRAND RAPIDS, Michigan
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. ACTION POINT FINANCIAL PLANNING, LLC (CRD# 172103) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.