Michelle Contois is a registered investment advisor at Colman Knight Advisory Group, LLC, based in Acton, MA, with 3 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 127 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Colman Knight Advisory Group does not charge investment management fees based on a percentage of your portfolio. Instead, investment management services are included as part of their comprehensive financial planning or project-based consulting engagements, which are charged on a fixed fee basis or sometimes hourly.
Location
530 Great Road, Acton, MA, 01720
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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.
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Michelle works as a 1099 contractor pet sitter since April 2024. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Colman Knight Advisory Group, LLC
Previous Registrations
Cambridge Investment Research Advisors, 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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