Michael Flahaven
Michael Flahaven is a CFP-designated registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 37 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 24,340 clients with $140B 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fee Estimator
Location
4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903
Get directionsHistory
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 Activities
Michael is involved with Sheridan Road Financial, HUB International, and Global Retirement Partners, LLC, primarily as an Investment Advisor Representative. These activities, all investment-related, consume a significant amount of Michael's time, including a full-time commitment to HUB International.
Employment History
Current Registrations
Global Retirement Partners LLC
HUB International Investment Services INC.Broker
HUB International Investment Services INC.
LPL Financial LLCBroker
Previous Registrations
Sheridan Road Advisors, LLC, a HUB International Company
Stancorp Investment Advisers, INC.
Stancorp Equities, INC.Broker
Oneamerica Securities, INC.Broker
American United Life Insurance CompanyBroker
Elan Investment Services, INC.Broker
First Colonial Investment Services, INC.Broker
Royal American Investment Services, INC.Broker
First Colonial Investment Services, INC.Broker
Landmark Brokerage Services, INC.Broker
Fn Investment CenterBroker
Marketing One Securities, INC.Broker
Equity Services, INC.Broker
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.