Michael Orf is a CFP-designated registered investment advisor at Orf Capital Management, based in Austin, TX, with 13 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 15 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Orf Capital Management charges an hourly rate of $200 or a flat rate, both of which are negotiable. Clients are billed quarterly after the work is completed for investment management services. Clients can pay by check or have the fee directly deducted from their accounts.
Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Orf Capital Management
State Registrations1 state
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