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Michael Crifasi

Cei Financial Planning
37 Years of Experience
Milton, GA
1 DisclosureSells Insurance
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Michael Crifasi is a registered investment advisor at Cei Financial Planning, based in Milton, GA, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 7 clients with $4.7M in assets under management.

Cei Financial Planning
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$4.7M

Fee Structure

Minimum Investment:None

CEI Financial Planning offers ongoing consultation and periodic reviews for clients who need frequent advice. Clients can pay for ongoing services through an hourly rate or through a quarterly retainer based on the size of their asset pool:

  • Under $250,000 — $375 per quarter
  • $250,000 to $500,000 — $625 per quarter
  • $500,000 to $750,000 — $875 per quarter
  • $750,000 to $1,000,000 — $1,000 per quarter
  • $1,000,000 to $1,250,000 — $1,250 per quarter
  • $1,250,000 to $1,500,000 — $1,500 per quarter
  • $1,500,000 to $2,000,000 — $1,750 per quarter
  • $2,000,000 to $3,000,000 — $2,000 per quarter
  • $3,000,000 to $5,000,000 — $2,250 per quarter
  • Above $5,000,000 — Negotiable
  • Financial planning — $175 per hour, with flat fees available in many cases
  • Clerical services — $40 per hour
  • Retainer fee — $500 required to begin planning services
Annual Retainer:$1,500 - $9,000/year
One-Time Plan:From $500
Hourly Rate:$40 - $175/hr
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Location

Milton, GA

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History

Regulatory History (1)
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Customer Dispute
June 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael is the President of Crifasi Enterprises Inc DBA CEI Financial Planning and CEI Financial Planning, providing financial planning and investment advice. He also sells fixed insurance products, manages personal and spousal rental properties, acts as a trustee, and serves as a corporate advisor for Fuel Cell Technology, Inc.

Employment History
Current Registrations
Cei Financial Planning
April 2003 - Present · 23 yrs 6 mos
Previous Registrations
Kovack Advisors, INC.
January 2015 - August 2017 · 2 yrs 7 mos
Kovack Securities INC.Broker
October 2014 - December 2017 · 3 yrs 2 mos
Resource Horizons Investment Advisory, INC.
September 2008 - December 2014 · 6 yrs 3 mos
Resource Horizons Group LLCBroker
September 2008 - October 2014 · 6 yrs 1 mo
Woodstock Financial Group, INC.
March 2008 - September 2008 · 6 mos
Woodstock Financial Group, INC.Broker
February 2008 - September 2008 · 7 mos
Woodstock Financial Group, INC.
February 2008 - February 2008 · 0 mos
Jefferson Pilot Securities CorporationBroker
March 1991 - March 2008 · 17 yrs
Smith, Brown & Groover, INC.Broker
December 1989 - March 1991 · 1 yr 3 mos
Hartford Equity Sales Company INC.Broker
September 1989 - July 1990 · 10 mos
State Registrations1 state
GA
Advisor

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.
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