Wordhouse Wealth Coaching
Wordhouse Wealth Coaching (CRD# 159314) is a financial advisory firm headquartered in , . They manage $57,138,275 in 599 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management57MILLION
Total Number of Accounts599ACCOUNTS
Average Account Value$95,389
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CA, MI, OR
Maria Kuitula (CRD# 1711640) is an Investment Advisor Representative working at Wordhouse Wealth Coaching in Grand Rapids, MI and has over 8 years of experience in the finance industry.
Phyllis Wordhouse (CRD# 1181830) is an Investment Advisor Representative working at Wordhouse Wealth Coaching in Grand Rapids, MI and has over 34 years of experience in the finance industry. Phyllis Wordhouse has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.