Michael Mullett
Michael Mullett is a CFP-designated registered investment advisor at Mullett Financial LLC, based in Austin, TX, with 40 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 16 clients with $27M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.70% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
For accounts managed by a third-party investment manager, Mullett Financial charges an additional 0.25% to 0.35% per year for continued consultation and oversight. At no time will a Texas-based client’s combined advisory fee exceed 3.00% of assets under management.
Fee Estimator
Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is a licensed insurance agent in Austin, TX since 2004, assisting clients in identifying insurance products as part of their financial planning. He does not earn commissions or renewals from these activities.
Employment History
Current Registrations
Mullett Financial LLC
Previous Registrations
Schwab Wealth Advisory, INC.
Charles Schwab Investment Advisory, INC
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
The Huntington Investment CompanyBroker
Quick & Reilly, INC.Broker
Olde Discount CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.