Michael Hostetler
Michael Hostetler is a CFP-designated registered investment advisor at Allworth Financial, L.P., based in Marietta, GA, with 23 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 29,297 clients with $34B 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 | 2.00% |
Maximum fee is 2.00% per year, subject to a $2,500 annual minimum fee. Fees are negotiable and can vary based on specific client circumstances.
Fee Estimator
Location
Marietta, GA
Get directionsHistory
Regulatory History (1)
Financial
January 2020Other Business Activities
Michael is a passive shareholder in Gloybn LLC, an AI security company, since 2021. Since 2024, Michael coaches a travel baseball team, Staf Cardinals, dedicating about a quarter of his time to practices and games.
Employment History
Current Registrations
Allworth Financial, L.P.
Aw Securities
Aw SecuritiesBroker
Previous Registrations
The Strategic Financial Alliance
The Strategic Financial Alliance, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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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