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PLP Advisors, LLC (Grand Rapids)


PLP Advisors, LLC is an adviser based in Grand Rapids. It manages $11.96 million of regulatory assets for 187 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Michigan, Missouri, and Texas.

PLP Advisors provides financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and educational seminars and workshops. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

PLP Advisors: assets under management

The assets under management (AUM) of PLP Advisors, LLC is $11.96 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 242% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $11.96 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $63.95 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay PLP Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Grand Rapids

The principal office where PLP Advisors, LLC performs its advisory services is located at 961 Four Mile Road Nw, Grand Rapids, MI 49544 8252, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 888-860-9560 or by fax 888-860-9561. The normal business hours are m-t 8 to 5. f 8 to 12 on Monday - Friday.


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