Michael Rubenstein is a registered investment advisor at Focus 401 (k) Group, LLC, based in Addison, TX, with 16 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 27 clients with $170M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
16415 Addison Road, Suite 312, Addison, TX, 75001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael operates under the DBAs Focus 401(k) Group and Core Retirement Advisors, LLC, both approved in 2010. These activities appear to be related to his financial advisory business.
Employment History
Current Registrations
Focus 401 (k) Group, LLC
Previous Registrations
LPL Financial LLC
Nrp Advisors, INC.
State Registrations1 state
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