Michael Domingo
Michael Domingo is a CFP-designated registered investment advisor at Cadence Financial Advisors, LLC, based in Allen, TX, with 23 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, Financial Planning & Coaching, Gen X, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees may be negotiable at the sole discretion of the Advisor. Cadence Financial Advisors, LLC generally requires a minimum relationship size of $500,000 and a minimum annual fee of $5,000 for wealth management services. Additionally, Cadence Financial Advisors, LLC requires a one-time initial fee ranging from $1,500 to $5,000 for the development of an initial financial plan for all new wealth management Clients.
Fee Estimator
Contact
Michael Domingo
Location
550 S. Watters Rd., Ste. 232, Allen, TX, 75013
Get directionsHistory
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 a licensed insurance agent working in an independent capacity.
Employment History
Current Registrations
Cadence Financial Advisors, LLC
Previous Registrations
Farther
Murphy & Sylvest
Cadence Financial Advisors, LLC
Fidelity Personal Trust Company, Fsb
Strategic Advisers, INC.
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.
Exams
Additional Information
Michael is a Certified Financial Planner™ professional with a strong academic foundation in economics and finance. He earned his undergraduate degree in Economics from Lamar University, followed by an MBA in Finance and a Master of Science in Personal Financial Planning. With years of experience and a deep commitment to client success, Michael helps individuals and families create tailored financial plans designed to achieve their unique vision of financial well-being.
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