Michael Garber is a CFP-designated registered investment advisor at Michael Garber Financial Planning, based in Gilroy, CA, with 8 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, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Michael Garber Financial Planning offers two types of ongoing planning services:
- Open Retainer (Initial Year): $7,500 to $25,000 for holistic financial planning, including five to eight scheduled meetings, tax preparation, tax planning, insurance review, portfolio analysis, retirement planning, and estate plan reviews.
- Open Retainer (Renewal Years): $4,000 to $25,000 for scheduled review topics, including tax planning, goal setting, investment review, rebalancing of assets, and other financial services as needed.
Michael Garber Financial Planning offers Project Retainer services, which focus on specific areas such as goal setting, tax planning, cash flow management, investment review, retirement planning, risk management, and estate planning. The fee is based on an hourly rate of $350 per hour.
Contact
Michael Garber
Location
Gilroy, CA
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 Activities
Michael is employed by Keysight Technologies, Inc. as an internal organizational consultant for sales skills development since 1984 (including predecessor companies). The hours are flexible and vary based on workload.
Employment History
Current Registrations
Michael Garber Financial Planning
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.
Exams
Additional Information
Michael Garber integrates an engineering mindset with a caring approach, empowering individuals to discover and gain control of the essentials of their financial future. The firm's principal, Michael Garber, is a CERTIFIED FINANCIAL PLANNER(tm) professional.