Michael Stafford
Michael Stafford is a CFP, PFS-designated registered investment advisor at Osaic Wealth, INC., based in Rogers, AR, with 24 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, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
802 N. 20th Place, Rogers, AR, 72756
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is a managing partner at Stafford & Westervelt CHTD, a CPA firm, dedicating significantly more than full-time hours. He is also a co-owner of E3 Consultants, marketing investment and insurance services, and owns MJ2 LLC and Swarthout Properties LLC for land and commercial rental investments, respectively, dedicating minimal time to each.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
National Planning CorporationBroker
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
State Registrations8 states
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