Michael Abbate
Michael Abbate is a CFP, ChFC-designated registered investment advisor at Dynamic Lifestyle Planning Group, based in Aurora, CO, with 20 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 142 clients with $78M 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% |
Asset management fees are no higher than a 1% flat fee annually and are negotiable based on historical relationships, asset types, and account size. Separate tiered schedule applies to federal retirement plan services.
Fee Estimator
Location
Aurora, CO
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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 ActivitiesSells Insurance
Michael is an insurance agent for ATLAS Risk Management Group and Caduceus Financial Services LLC since 2018. He dedicates a few hours per week to each company.
Employment History
Current Registrations
Dynamic Lifestyle Planning Group
Previous Registrations
Atlas Lifestyle Planning Group LLC
Dynamic Wealth Partners, LLC
Smc Advisory Network, LLC
Princor Financial Services Corporation
State Registrations6 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.
Exams
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