Michael Marino
Michael Marino is a CFP-designated registered investment advisor at The Financial Planning Center, LLC, based in Hackettstown, NJ, with 28 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 63 clients with $26M 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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may be negotiated, including the option of a flat rate fee.
Fee Estimator
Location
Hackettstown, NJ
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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 ActivitiesSells Insurance
Michael is the President of the Washington Township Police Foundation, a non-profit organization, dedicating minimal time to fundraising and reviewing disbursements. Michael is also self-employed, selling life, disability, health, LTC insurance, and fixed annuities as part of financial planning, dedicating about 10-20% of his time.
Employment History
Current Registrations
The Financial Planning Center, LLC
Previous Registrations
Lotus Investment Advisors
Empire Asset Management CompanyBroker
Divine Asset Management LLC
Divine Capital Markets LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
International Planning Alliance, LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
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.