Matthew
Hogg

West Michigan Advisors, LLC

CRD#7086113
Investment Advisor
in Holland, MI

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About this Advisor

Matthew Hogg is a financial advisor based in Holland, Michigan, working with West Michigan Advisors, LLC. Matthew has previously held positions at Raymond James & Associates, Inc, Gerald R Ford Council, Boy Scouts Of America, and West Michigan Advisors, LLC. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Matthew is part of West Michigan Advisors, LLC, which operates out of Holland, Michigan. The firm has 15 employees and manages assets totaling $494.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at West Michigan Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

301 Hoover Blvd. Suite 300
Holland, MI 49423

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West Michigan Advisors, LLC Brokerage Details

Total Assets Under Management

$494,777,070

MI Average: $943,424,332
Total Number of Employees

15

MI Average: 21
Total Number of Accounts

3,079

MI Average: 1,586
Average Account Size

$160,694

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Matthew Hogg Work History

2022 - Present (2 years)

West Michigan Advisors, LLC

2019 - 2022 (3 years)

Raymond James & Associates, Inc

2005 - 2019 (14 years)

Gerald R Ford Council, Boy Scouts Of America

Disclosures

Please visit the SEC profile of Matthew Hogg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at West Michigan Advisors, LLC

Jeffrey Perkins
Holland, MI
Aaron Clark
Holland, MI
Kyle Bross
Holland, MI
Caleb Schoon
Holland, MI
Ryan Gorman
Holland, MI
Heather Mosher
Holland, MI
Stephanie Smith
Holland, MI
Kenneth Bauman
Holland, MI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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