LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT
SEC RegisteredSuccess at Every Stage
About the firm
Headquartered in Grand Rapids, MI with clients around the country, LaFleur & Godfrey is devoted to financial planning and investment management, committed to providing an elite, boutique experience where clients are known, understood and valued. As a fiduciary operating on an asset-based fee structure, the firm collaborates with clients' other trusted advisors and maintains a partnership with Focus Financial Partners.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management (custom portfolios based on unique needs and individual preferences), financial planning (goals-based, personalized plans to navigate investments across life stages), and comprehensive wealth management (holistic, highly customized strategies leveraging an expansive network of local professionals complementing in-house solutions).
Who they serve
Executives, business owners, professionals, retirees, and families seeking asset and wealth management or portfolio diversification, including individuals and couples preparing for retirement and parents or grandparents focused on passing wealth to the next generation.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 160 | $53M |
| High Net Worth Individuals | 319 | $910M |
| Charitable Organizations | 8 | $22M |
| State/Municipal Entities | 10 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $1,000,000 | 0.85% |
| Next $3,000,000 | 0.75% |
| Above $5,000,000 | 0.50% |
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.