MN
CFP
MN
CFP

Michael Ness

20 Years of Experience
Reston, VA

Michael Ness is a CFP-designated registered investment advisor at Cerity Partners LLC, based in Reston, VA, with 20 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 19,810 clients with $120B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
682 advisors
Number of Clients
19,810 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$122.8B

Fee Structure

Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Our comprehensive wealth management service fee is negotiable based on the factors listed herein and generally would not exceed 1.50% per year of assets under advisement.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1900 Campus Commons Drive, #500, Reston, VA, 20191

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Cerity Partners LLC
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Fjy Financial
July 2017 - July 2022 · 5 yrs
Fieldstone Financial Management Group, LLC
April 2016 - June 2017 · 1 yr 2 mos
Concert Wealth Management
March 2015 - May 2016 · 1 yr 2 mos
Fieldstone Financial Management Group, LLC
July 2014 - September 2015 · 1 yr 2 mos
Highline Wealth Management, LLC
July 2012 - May 2014 · 1 yr 10 mos
Rembert Pendleton Jackson
March 2005 - March 2015 · 10 yrs
State Registrations1 state
VA
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.
Michael Ness - Financial Advisor | TrueAdvisor