# AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC

AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC of GRANDVILLE, MI is an SEC-registered investment adviser.

## Registration

- CRD: 109178
- Type: SEC-registered investment adviser
- SEC file number: 801-118483
- Location: 4555 WILSON AVE SW, STE 2, GRANDVILLE, MI, 49418
- Phone: 616-531-5220
- Latest filing: 2023-02-27
- Regulatory AUM: $133.4M
- Discretionary AUM: $133.3M
- Non-discretionary AUM: $60K
- Clients: 2
- Accounts: 1,426

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| VANSURKSUM RONALD JAY | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| BORGMAN ALVIN JOHN | MEMBER | — |
| JONES KREG ALLEN | CHIEF COMPLIANCE OFFICER | — |
| NAUTA FRED JAY | MANAGING MEMBER; MEMBER; SENIOR MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109178/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109178/similar
- Related entities: https://search.stillhousedata.com/firm/109178/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109178

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.