Michelle Moses is a CFP-designated registered investment advisor at Me Financial, PLLC, based in Phoenix, AZ, with 20 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 40 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.95% |
| $4.0M - $7.5M | 0.90% |
| $7.5M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees are negotiable based on the size of the accounts. A client may aggregate accounts to receive a lower fee.
Fee Estimator
Location
3033 N. Central Ave. #640, Phoenix, AZ, 85012
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michelle sells life insurance, annuities, and Blue Cross & Blue Shield health insurance. She spends a few hours per week meeting with clients, assessing needs, and filling out applications.
Employment History
Current Registrations
Me Financial, PLLC
Previous Registrations
Innovative Advisory Group
On Investment Management CO
On Investment Management CO
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.