Michael Arbogast
Michael Arbogast is a CFP-designated registered investment advisor at Arbogast Financial Advisors, LLC, based in Melbourne, FL, with 29 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 79 clients with $51M 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 $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable on a client-by-client basis depending on portfolio size and complexity.
Fee Estimator
Location
108 West New Haven Avenue, Melbourne, FL, 32901
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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 owns and is president of Michael Arbogast, CPA, PA, a CPA firm providing tax preparation and small business accounting. He spends a few hours per week consulting with clients on tax and accounting matters.
Employment History
Current Registrations
Arbogast Financial Advisors, LLC
Previous Registrations
CPA Financial 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
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