Michael Hazell
Michael Hazell is a registered investment advisor at Penn Wealth Management, based in Overland Park, KS, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 40 clients with $15M 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 | 1.00% |
Fee may be negotiable.
Fee Estimator
Location
7300 West 110th Street, Suite 700, Overland Park, KS, 66210
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2005Other Business Activities
Michael is the sole member of Penn Wealth Publishing LLC, which publishes a weekly investment-related journal. He spends about half of his time writing business-related articles for the journal.
Employment History
Current Registrations
Penn Wealth Management
Previous Registrations
Mariner Wealth Advisors, LLC
A. G. Edwards & Sons, INC.
State Registrations2 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.