10+ Years · Kalamazoo
Experienced Financial Advisors in Kalamazoo, MI
Experience matters. These financial advisors in Kalamazoo have years of proven work behind them — and the reviews to back it up.
As of July 2026, RatingsNearMe ranks 19 financial advisors in Kalamazoo, MI by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Daus Financial Group with a 5.0-star rating from 65 Google reviews and an RNM Score of 81/100. Also in the top tier: Zhang Financial and Edward Jones - Financial Advisor: Matt McDonald. The average rating across all listed financial advisors in Kalamazoo is 4.9 stars from 9 reviews per business on average.
Financial advisors in Kalamazoo typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Candor Wealth Strategies
Candor Wealth Strategies stands out as a top-ranked advisor in Kalamazoo for its client-first approach and comprehensive financial planning expertise.
Most Reviewed
Edward Jones - Financial Advisor: Matt McDonald
A high number of reviews indicates a broad client base and provides more data points for potential clients to assess satisfaction and credibility.
When choosing a financial advisor in Kalamazoo, consider interviewing multiple firms to ensure their services align with your specific goals, and always verify their credentials and fiduciary status.
Local Market Snapshot
19
Businesses listed
4.9★
Avg rating
9
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Earns a perfect 5.0-star rating from 65 Google reviews in Kalamazoo.
487 S Drake Rd suite a, Kalamazoo, MI 49009, USARated 5.0 stars from 38 Google reviews, this Kalamazoo financial advisor is highly trusted.
5931 Oakland Dr, Portage, MI 49024, USAKalamazoo financial advisor with a perfect 5.0-star rating from 14 Google reviews.
3005 Oakland Dr, Kalamazoo, MI 49008, USAFinancial Advisors Rankings in Kalamazoo, MI
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Daus Financial Group487 S Drake Rd suite a, Kalamazoo, MI 49009, USA | 5.0★ | 65 |
| #2 | Zhang Financial5931 Oakland Dr, Portage, MI 49024, USA | 5.0★ | 38 |
| #3 | Edward Jones - Financial Advisor: Matt McDonald3005 Oakland Dr, Kalamazoo, MI 49008, USA | 5.0★ | 14 |
| #4 | Cherry Tree Financial - Ameriprise Financial Services, LLC433 E Michigan Ave, Kalamazoo, MI 49007, USA | 4.4★ | 9 |
| #5 | Edward Jones - Financial Advisor: Michael R Matteson, CFP®|AAMS®5787 Stadium Dr Suite A, Kalamazoo, MI 49009, USA | 5.0★ | 5 |
| #6 | Edward Jones - Financial Advisor: Tom Schripsema, AAMS®8109 Vineyard Pkwy Suite A, Kalamazoo, MI 49009, USA | 5.0★ | 2 |
| #7 | CWS Financial Advisors, LLC405 W Michigan Ave #110, Kalamazoo, MI 49007, USA | 5.0★ | 2 |
| #8 | HFG Financial Group LLC5659 W Michigan Ave, Kalamazoo, MI 49009, USA | 5.0★ | 1 |
| #9 | Blue Star Financial Group - Ameriprise Financial Services, LLC6800 W Q Ave, Kalamazoo, MI 49009, USA | 4.6★ | 10 |
| #10 | The Wiser Financial Group6100 Stadium Dr, Kalamazoo, MI 49009, USA | 4.1★ | 10 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Kalamazoo
4.4 stars from 9 reviews, indicating solid local client satisfaction.
433 E Michigan Ave, Kalamazoo, MI 49007, USA
5.0★ rating from 5 Google reviews for financial advising in Kalamazoo.
5787 Stadium Dr Suite A, Kalamazoo, MI 49009, USA
Trusted 5.0★ financial advisor in Kalamazoo, highly rated across 2 reviews.
8109 Vineyard Pkwy Suite A, Kalamazoo, MI 49009, USA
A trusted local advisor with a perfect 5.0-star rating from recent reviews.
405 W Michigan Ave #110, Kalamazoo, MI 49007, USA
Rated 5.0 stars from 1 Google review, this Kalamazoo financial advisor has exceptional client feedback.
5659 W Michigan Ave, Kalamazoo, MI 49009, USA
4.6 stars from 10 Google reviews, reflecting strong local client satisfaction.
6800 W Q Ave, Kalamazoo, MI 49009, USA
Rated 4.1 stars from 10 Google reviews for financial guidance.
6100 Stadium Dr, Kalamazoo, MI 49009, USA
Earns a perfect 5.0 rating from clients on Google, based on a handful of reviews.
6860 Stadium Dr Suite 102, Kalamazoo, MI 49009, USA
5.0-star rating from 4 Google reviews for financial advising in Kalamazoo.
244 N Rose St, Kalamazoo, MI 49007, USA
Exceptional 5.0-star rating from a small handful of Google reviews.
5955 W Main St Suite 231, Kalamazoo, MI 49009, USA
Rated 5.0 stars from 2 reviews, this Kalamazoo financial advisor earns high client satisfaction.
2920 Business One Dr #104, Kalamazoo, MI 49048, USA
Rated 4.5 stars from 2 Google reviews, this Kalamazoo financial advisor earns strong early client trust.
6800 W Q Ave, Kalamazoo, MI 49009, USA
Exceptional 5.0-star rating from a handful of Google reviews.
450 W Centre Ave C, Portage, MI 49024, USA
Rated 5.0 stars from 2 Google reviews, this financial advisor serves Kalamazoo.
5765 Stadium Dr, Kalamazoo, MI 49009, USA
Earns a perfect 5.0-star rating from its Google reviews in Kalamazoo.
4798 Campus Dr #111, Kalamazoo, MI 49008, USA
Rated 5.0 stars from one Google review, this Kalamazoo financial advisor is highly regarded.
5991 Venture Park Dr, Kalamazoo, MI 49009, USA
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Financial Advisors in Kalamazoo, MI — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Daus Financial Group | 81/100 | 5.0 ★ | 65 |
| 2 | Zhang Financial | 78/100 | 5.0 ★ | 38 |
| 3 | Edward Jones - Financial Advisor: Matt McDonald | 73/100 | 5.0 ★ | 14 |
| 4 | Cherry Tree Financial - Ameriprise Financial Services, LLC | 61/100 | 4.4 ★ | 9 |
| 5 | Edward Jones - Financial Advisor: Michael R Matteson, CFP®|AAMS® | 68/100 | 5.0 ★ | 5 |
| 6 | Edward Jones - Financial Advisor: Tom Schripsema, AAMS® | 64/100 | 5.0 ★ | 2 |
| 7 | CWS Financial Advisors, LLC | 64/100 | 5.0 ★ | 2 |
| 8 | HFG Financial Group LLC | 62/100 | 5.0 ★ | 1 |
| 9 | Blue Star Financial Group - Ameriprise Financial Services, LLC | 65/100 | 4.6 ★ | 10 |
| 10 | The Wiser Financial Group | 56/100 | 4.1 ★ | 10 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Kalamazoo
What is a fiduciary financial advisor and why does it matter in Kalamazoo?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Kalamazoo, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Kalamazoo?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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