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Michael Barranco

Waverly Advisors, LLC
19 Years of Experience
Montgomery, AL
3 DisclosuresSells Insurance
View SEC Summary
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Michael Barranco is a registered investment advisor at Waverly Advisors, LLC, based in Montgomery, AL, with 19 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 13 more. Their firm serves 13,689 clients with $30B in assets under management.

Waverly Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
231 advisors
Number of Clients
13,689 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$29.9B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees range from 0.25% to 1.50% annually, applied as a flat or declining marginal rate. Certain equity and options strategies carry an additional 0.25% annual fee. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

350 Leavell Cir., Montgomery, AL, 36117

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2021
Settled
Regulatory
August 2016
Final
Employment Separation After Allegations
November 2015
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael owns MB Consulting, LLC, providing accounting services, dedicating about 10% of his time. He is also co-owner of Advanced Risk Management, a board member of Wind Drift HOA and Wynlakes Golf & Country Club, a member of AICPA to access their life insurance program, and an insurance agent selling insurance products, spending minimal time on these activities.

Employment History
Current Registrations
Waverly Advisors, LLC
July 2026 - Present · 3 mos
Invista Advisors
October 2018 - Present · 8 yrs
Previous Registrations
LPL Financial LLC
April 2007 - December 2015 · 8 yrs 8 mos
LPL Financial LLCBroker
April 2007 - December 2015 · 8 yrs 8 mos
Raymond James Financial Services
January 2006 - April 2007 · 1 yr 3 mos
Raymond James Financial Services, INC.Broker
November 2004 - April 2007 · 2 yrs 5 mos
State Registrations1 state
AL
Advisor

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
No exam information available for this advisor.
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