Advisory Alpha, LLC is a financial advisory firm based in Holland, Michigan. It currently has approximately $1,783,764,219 of assets under management and employs about 58 people. Advisory Alpha, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

CapTrust Wealth Advisors, a registered investment advisor, was founded in 1997 and became registered in January 2015. The firm primarily offers wealth planning and investment management services to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. CapTrust serves as a fiduciary to its clients, upholding a duty of loyalty, fairness, and good faith. The firm's wealth planning services include various financial planning functions like business planning, retirement planning, and risk management. Investment management services involve managing client portfolios on a discretionary or non-discretionary basis, allocating assets among various investment options. CapTrust may recommend privately placed securities and offers retirement plan advisory services to assist plan sponsors in meeting fiduciary obligations. The firm's fees for wealth planning and investment management services generally range from 0.50% to 1.50% annually, based on factors like the complexity of services and asset levels. CapTrust does not charge performance-based fees and does not engage in soft dollar programs. The firm does not accept custody of client funds and generally does not vote client securities. Clients may request more current information at any time by contacting the advisor. For additional details, clients can refer to the full Form ADV 2A – Disclosure Brochure and the Wrap Fee Program Brochure available on the SEC's Investment Adviser Public Disclosure website.

Tamarisk Financial, LLC, operating as West Michigan Advisors and Tamarisk Family Office, is a registered investment advisor established in December 2020. The firm offers investment advisory services to individuals, high net worth individuals, family offices, trusts, estates, charitable organizations, and businesses, acting as a fiduciary. Their investment management services include personalized portfolio construction using various investment vehicles, with a focus on long-term strategies. Tamarisk also provides financial planning services covering areas such as investment, retirement, estate planning, and more. The firm does not charge performance-based fees and does not engage in wrap fee programs. For investment management services, fees range from 0.25% to 2.50% based on factors like services offered and the client's assets. Financial planning services are typically included in wealth management engagements or offered at an hourly rate or fixed fee. Tamarisk also offers retirement plan advisory services with fees based on assets under management. The firm does not participate in soft dollar programs and does not receive compensation for recommending brokerage accounts. Tamarisk has custody of client funds for fee deduction purposes and has discretion over client investments. Clients receive quarterly brokerage statements directly from the custodian. The firm has no adverse financial situations that would impact client obligations. Tamarisk does not accept proxy-voting responsibility for clients.

Samuel Arthur Mason is the President of S.A. Mason LLC, an investment advisory firm established in 2009. With a background in financial management and economics, holding a CFP® (Certified Financial Planner) designation and a CFA (Chartered Financial Analyst) qualification, Mason upholds high standards of professional education and ethical conduct. As a CFP® professional, he is committed to providing financial planning services in the best interests of clients, acting as a fiduciary. Mason has over 15 years of experience in the financial industry, previously serving as a Wealth Manager at VAM Group and a Senior Portfolio Manager at Fifty Third Bank. Clients can expect a minimum level of investment discretion, as Mason is the sole owner and representative of S.A. Mason LLC, overseeing all duties and activities. There are no disciplinary events on record related to Mason's advisory business. He does not engage in any other investment-related activities and does not receive additional compensation beyond salary and bonuses for providing advisory services. Clients can contact Samuel Arthur Mason directly for any inquiries regarding the firm's services.