Michael Welsh
Michael Welsh is a CFP-designated registered investment advisor at Welsh Financial & Accounting Services,llc, based in Sykesville, MD, with 3 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, Federal Employees, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive Financial Plan — $1,600, includes analysis of all financial goals and analysis of tax, retirement, insurance, and estate situation.
- Investment Financial Plan — $1,200, includes everything in the Comprehensive Financial Plan but the analysis of the client's insurance situation.
- Specific Financial Planning — $90 per hour, analysis of issues such as IRA distributions & pension choices.
Contact
Michael Welsh
Location
1107 King Arthur Court, Sykesville, MD, 21784
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Welsh Financial & Accounting Services,llc
State Registrations1 state
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Exams