Michael Roney is a CFP-designated registered investment advisor at Merit Financial Advisors, based in DIamond Bar, CA, with 13 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 20,711 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual asset management fee ranges up to a maximum of 2.50% and is negotiable. Independent contractor accounts may incur an additional platform fee of 0.25% to 0.35%.
Fee Estimator
Location
21700 East Copley Drive, Suite 120, DIamond Bar, CA, 91765
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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 Activities
Michael and his wife own three single-family rental properties. He spends minimal time on these properties, primarily when a tenant moves out, and his wife handles most of the management.
Employment History
Current Registrations
Merit Financial Advisors
Previous Registrations
Stanislawski & Harrison Wealth Management, LLC
Abridge Partners, LLC
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
More Advisors
- Robert Birgen, CFP, PFSMerit Financial Advisors