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 | 1.25% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.30% |
Cadence generally requires a minimum annual fee of $7,500 for wealth management services. Fees may be negotiable at the sole discretion of the advisor.
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.
More Advisors
- Maddock May, CFPLPL Financial LLC
- Jason Reed, ChFCState Farm Investment Management CORP.
- Gary Sieburg, CFPLPL Financial LLC
- Richard Winters, CFPCreative Planning
- Timothy Wilson, CFP
- George Scarborough, CFPLPL Financial LLC