MK
CFP
MK
CFP
Michael Kinstler
39 Years of Experience
Woodbury, NY
2 DisclosuresBroker
Michael Kinstler is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Woodbury, NY, with 39 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
88 Froehlich Farm Blvd, Woodbury, NY, 11797
Get directionsHistory
Regulatory History (2)
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Customer Dispute
February 2007Denied
Customer Dispute
November 2004Settled
Employment History
Current Registrations
Wells Fargo Advisors
September 2016 - Present · 9 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
August 2000 - Present · 25 yrs 9 mos
Previous Registrations
First Albany CorporationBroker
May 1994 - August 2000 · 6 yrs 3 mos
Liberty Securities CorporationBroker
May 1993 - May 1994 · 1 yr
Invest Financial CorporationBroker
July 1988 - May 1993 · 4 yrs 10 mos
Mutual Benefit Financial Service CompanyBroker
September 1987 - July 1988 · 10 mos
Domestic Arbitrage Group, INC.Broker
April 1987 - July 1987 · 3 mos
Michael Philip Securities, INC.Broker
January 1987 - January 1987 · 0 mos
Margate Securities, INC.Broker
August 1986 - January 1987 · 5 mos
Investors Center IncorporatedBroker
July 1986 - September 1986 · 2 mos
First Jersey Securities, INC.Broker
December 1985 - May 1986 · 5 mos
State Registrations31 states
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AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.