Villaire Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,834,945
Total clients
80
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
80
Average account size
$22,937
About
Villaire Financial, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth individuals, and business owners. The firm prepares an Investment Policy Statement for each client and advises across equities, ETFs (including precious metals), TIPS, commodities and non‑U.S. securities as part of its ongoing portfolio management and financial planning engagements.
The firm applies a mix of cyclical, fundamental, modern portfolio theory and quantitative analysis and generally implements a long‑term trading approach while documenting risk tolerance and rebalancing on a regular basis. VFLLC typically obtains discretionary authority to trade on clients’ behalf, reviews accounts at least quarterly, and offers financial planning engagements that can be billed as a recurring monthly subscription processed through Stripe.
Compared with many peers, VFLLC uses third‑party tools and custodian arrangements in distinctive ways: it requires use of Schwab Institutional for custody and leverages a platform (Pontera) to review and rebalance held‑away retirement accounts without taking custody. The firm’s principal is also registered or has pending registration as a Commodity Pool Operator/Commodity Trading Advisor, and the brochure highlights access to Schwab‑sponsored educational events and resources that the adviser may use in support of client services.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Wealth management
Passive / index investing
Fee options
Financial planning fixed fees negotiated between $2,000 and $5,000
$1 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.80% $2,500,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
Monthly financial planning fees paid via recurring monthly subscription through Stripe
Main office location
Villaire Financial, LLC
Grand Rapids MI, United States
Number of offices
1
Most active in
Villaire Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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