MF
MF
Michael Foltmer
14 Years of Experience
Plano, TX
1 DisclosureBroker
Michael Foltmer is a registered investment advisor at Vanguard Advisers, INC., based in Plano, TX, with 14 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 817,328 clients with $300B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2210 advisors
IM Fee
Planning only
Assets Under Management
$300.4B
Fee Structure
Vanguard Situational Advisor offers a one-time financial plan consultation for a fee:
- New Model: $250, potentially paid by the participant, the plan sponsor, or a combination of both.
- Legacy Model:
- $250 for participants with $50,000 to $500,000 in total Vanguard assets.
- $1,000 for participants with less than $50,000 in total Vanguard assets. Fee waivers are available for participants with over $500,000 in total Vanguard assets or who are over age 55.
One-Time Plan:$250 - $1,000
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Location
7900 Windrose Ave, Plano, TX, 75024
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
May 2011Employment History
Current Registrations
Vanguard Advisers, INC.
January 2026 - Present · 4 mos
Vanguard Marketing Corporation
December 2025 - Present · 5 mos
Vanguard Marketing CorporationBroker
December 2025 - Present · 5 mos
Previous Registrations
Grand Financial, INC.Broker
April 2014 - August 2014 · 4 mos
Waddell & Reed
December 2012 - July 2013 · 7 mos
Waddell & Reed, INC.Broker
November 2012 - July 2013 · 8 mos
Fidelity Investments Institutional Services Company, INC.Broker
July 2010 - May 2011 · 10 mos
Strategic Advisers, INC.
February 2001 - June 2010 · 9 yrs 4 mos
Fidelity Brokerage Services LLCBroker
April 1998 - June 2010 · 12 yrs 2 mos
State Registrations1 state
TX
AdvisorBrokerBoth
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
No exam information available for this advisor.