Michael Crifasi
Michael Crifasi is a registered investment advisor at Cei Financial Planning, based in Milton, GA, with 36 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 2 more. Their firm serves 22 clients with $9.9M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial Planning: $175/hour. A flat fee can be quoted in many cases. A retainer fee of $500 is required.
- Clerical Services: $40/hour
Location
Milton, GA
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2002Other 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
Previous Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Resource Horizons Investment Advisory, INC.
Resource Horizons Group LLCBroker
Woodstock Financial Group, INC.
Woodstock Financial Group, INC.Broker
Woodstock Financial Group, INC.
Jefferson Pilot Securities CorporationBroker
Smith, Brown & Groover, INC.Broker
Hartford Equity Sales Company 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.