Michael Treiberg
Michael Treiberg is a CFP, ChFC-designated registered investment advisor at Treiberg Wealth Management, based in Tucson, AZ, with 28 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 274 clients with $330M 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 | 2.00% |
The specific fee charged is negotiated based on the fee schedule. Lower fees for comparable services may be available from other sources.
Fee Estimator
Location
3573 East Sunrise Drive, Suite 115, Tucson, AZ, 85718
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 operates under the DBAs Treiberg Financial Management and Treiberg Wealth Management, offering insurance, fixed annuities, and trust services, dedicating minimal time to these. He also provides investment advisory services through Treiberg Wealth Management, spending about half his time on this, and owns Foothills Barre Studio.
Employment History
Current Registrations
Treiberg Wealth Management
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Lutheran Brotherhood Securities CORP.Broker
State Registrations22 states
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.