Michael Kitces is a CFP, ChFC-designated registered investment advisor at Focus Partners Wealth, LLC, based in Reston, VA, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 62,466 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focus Partners' fees for investment management are based on a percentage of the assets they manage for you. These fees are negotiable and can vary depending on factors like the amount you invest, the services you need, and where the client relationship originated. Clients typically pay a minimum fee of $5,000. For certain client relationships, a fixed fee rate is charged on a quarterly basis, in advance or in arrears, in place of the percentage of assets under management/advisement.
Location
Reston, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is involved in several non-investment related businesses, including Kitces.com, XY Planning Network, AdvicePay, New Planner Recruiting, and fpPathFinder. These activities involve writing, speaking, providing continuing education, helping advisors launch firms, providing a fee collection platform, a recruiting platform, and interactive flowcharts for financial planning, taking up a significant amount of his time.
Employment History
Current Registrations
Focus Partners Wealth, LLC
Previous Registrations
Buckingham Strategic Wealth, LLC
Pinnacle Advisory Group, 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.