Michelle Maton is a CFP-designated registered investment advisor at The Planning Center, INC., based in Chicago, IL, with 27 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 923 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Planning Center's Capstone Wealth Program™ charges an annual fee based on a percentage of your net worth and adjusted gross income. The fee is determined when you sign an agreement and won't change if your net worth or income fluctuates. Fees are payable quarterly in advance and rounded to the nearest $250. There is a $7,500 minimum annual fee.
Location
303 W Erie St., Ste 311, Chicago, IL, 60654-3973
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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 has been a partial owner of Financial Planning Systems, LLC, a software development firm, since 2003. She devotes no time to this entity.
Employment History
Current Registrations
The Planning Center, INC.
Previous Registrations
Aequus Wealth Management Resources, LLC
State Registrations1 state
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