AdvisorRanked
95
Clean

LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT

625 KENMOOR AVE SE, GRAND RAPIDS, MI 49546
Fiduciaryfee-onlySEC Registered
616-942-1580 HTTPS://WWW.LAFLEURGODFREY.COM CRD #168831
$1.0B
Assets Managed
6
Clients
7
Employees
13
Years Active
since 2013

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46104. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 13 years.

Firm Details

Legal NameLAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT
CRD Number#168831
SEC RegisteredYes
Registration Date2013-08-01
States RegisteredMI
Assets Under Management$1.0B
Number of Clients6
Employees7
Compensation Typefee-only
Last ADV Filing46104

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Frequently Asked Questions

Is LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT a fiduciary?

Yes. LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT charge clients?

LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT have any complaints?

No. LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT has zero complaints or disciplinary actions on file with the SEC or FINRA across 13 years of operation.

How does LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT compare to other advisors in GRAND RAPIDS?

LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT has a Red Flag Score of 95/100. There are 32 registered advisory firms in GRAND RAPIDS. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46104. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.