Fiduciary Financial Advisors
SEC-registered
Trust Company · Mid-sized ($1B–$10B)
CRD 172103
· SEC file 801-120619
· Grand Rapids, MI
· www.instagram.com
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ADV data as of Apr 14, 2026
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 2,183
- Avg AUM / client
- $609K
- Accounts
- 8,246
- Employees
- 50
AUM over time
$174M
$1.3B
Feb 24, 2021
Apr 14, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,609 | $349M | 26.2% |
| High net worth individuals | 555 | $961M | 72.3% |
| Pooled investment vehicles (non-investment companies) | 9 | $10.0M | 0.75% |
| Pension and profit sharing plans | 1 | $3.1M | 0.23% |
| Charitable organizations | 9 | $6.4M | 0.48% |
People (50)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Benjamin Mark Verwys | Managing Member/Cco | Oct 2014 (12y) | 75% or more | |
| Thomas M Blower | Financial Advisor | CFP | Sep 2020 (6y) | 5% – 10% |
| Tyler Gray Saint Amour | Registered representative | Jan 2019 (8y) | ||
| Leanne Nicole Rahn | Registered representative | Aug 2019 (7y) | ||
| Michael Martin | Registered representative | Aug 2019 (7y) | ||
| Connor Mc Dowell | Registered representative | Sep 2020 (6y) | ||
| Jason Michael Kooistra | Registered representative | Nov 2020 (6y) | ||
| Douglas Robert Fisher | Registered representative | Nov 2020 (6y) | ||
| Andrew John Battin Wessell | Registered representative | May 2021 (5y) | ||
| Heath Biller | Registered representative | Oct 2021 (5y) | ||
| Travis James Thompson | Registered representative | Oct 2021 (5y) | ||
| Jacob Daniel Hansma | Registered representative | Nov 2021 (5y) | ||
| Ethan James Heiden | Registered representative | Dec 2021 (5y) | ||
| Jacob Nathanael Uithoven | Registered representative | Mar 2022 (4y) | ||
| William Andrew Cole | Registered representative | Jan 2023 (4y) | ||
| Tyler Joseph Owczarski | Registered representative | May 2023 (3y) | ||
| Brenda Kay Baier | Registered representative | CFP | Jun 2023 (3y) | |
| Benjamin Joseph Lex | Registered representative | Aug 2023 (3y) | ||
| Patrick Joseph Brunner | Registered representative | Oct 2023 (3y) | ||
| Spencer Raymond Miller | Registered representative | Oct 2023 (3y) | ||
| Timothy Gerrit Ketelhut | Registered representative | Nov 2023 (3y) | ||
| Travis James Hibbard | Registered representative | Jan 2024 (3y) | ||
| Steven Andrew Starnes | Registered representative | CFP | Apr 2024 (2y) | |
| Angel Gilberto Escobedo | Registered representative | CFP | May 2024 (2y) | |
| Tyrin Khalil Tyson | Registered representative | Aug 2024 (2y) | ||
| Kristiana Joy Daniels | Registered representative | CFP | Oct 2024 (2y) | |
| Kristen Rita Lindahl | Registered representative | CFP | Oct 2024 (2y) | |
| Terry Charles Seely | Registered representative | Oct 2024 (2y) | ||
| Jeffrey Evan Janson | Registered representative | CFP | Oct 2024 (2y) | |
| Bradley Jay Hunter | Registered representative | Oct 2024 (2y) | ||
| Validmir Kats | Registered representative | Oct 2024 (2y) | ||
| Andrew John Garrett Mitchell | Registered representative | Jan 2025 (2y) | ||
| Jeffrey P. Harley | Registered representative | Jan 2025 (2y) | ||
| Robert Anthony Barcelona | Registered representative | Jan 2025 (2y) | ||
| Viet Duy Bui | Registered representative | May 2025 (1y) | ||
| Daniel Baugher | Registered representative | May 2025 (1y) | ||
| James Bland | Registered representative | May 2025 (1y) | ||
| John Alden Bussey | Registered representative | May 2025 (1y) | ||
| Andrew John Stamp | Registered representative | CFP | Jun 2025 (1y) | |
| Dane Ashley Coyle | Registered representative | Jun 2025 (1y) | ||
| Jordan D Oyer | Registered representative | Oct 2025 (1y) | ||
| Elias Young | Registered representative | CFP | Oct 2025 (1y) | |
| Duncan White | Registered representative | Dec 2025 (1y) | ||
| Bryant Rivera | Registered representative | Feb 2026 (1y) | ||
| Sonia Iveth Martinez Trujillo | Registered representative | Feb 2026 (0y) | ||
| James Thomas Shuster | Registered representative | Feb 2026 (0y) | ||
| Connor P. Mcdevitt | Registered representative | Feb 2026 (0y) | ||
| Guido Sebastian Jaramillo Blum | Registered representative | May 2026 (0y) | ||
| Bradley Kent Nelson | Registered representative | CFP | May 2026 (0y) | |
| Casey Arends | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/14/2026 | 1.27 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $738M (55% of AUM) Apr 2026
- Fidelity Brokerage Services $338M (25% of AUM) Apr 2026
- Assetmark Brokerage, Llc $46.5M (13% of AUM) Jan 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 14, 2026.
View current Form ADV (SEC/IAPD) ↗