Michael Delaney is a CFP, ChFC-designated registered investment advisor at Northbrook Financial, based in Baltimore, MD, with 14 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 127 clients with $87M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
1340 Smith Ave Ste 200, Baltimore, MD, 21209
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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.
Learn about disclosures →Other Business Activities
Michael is a tax preparer at Northbrook Tax, LLC, a tax planning and preparation firm. He spends a few hours per week on this activity, and advisory clients of Northbrook Financial Planning, LLC may engage Northbrook Financial, LLC for tax services.
Employment History
Current Registrations
Northbrook Financial
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Brown Advisory Securities, LLC
Brown Advisory Securities, LLCBroker
Stephen M. Ferretti, INC.Broker
Stephen M. Ferretti, INC.Broker
Stephen M. Ferretti, INC.Broker
State Registrations6 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.