Joseph Sweeney is a CFP-designated registered investment advisor at Sweeney & Michel, LLC, based in Chico, CA, with 16 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 688 clients with $750M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sweeney & Michel offers comprehensive wealth management through a bundled wrap fee program. Complete details regarding the investment management fee structure and wrap program are provided in a separate wrap fee program brochure.
Location
196 Cohasset Road, Suite 100, Chico, CA, 95926
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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.
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Joseph is the Vice Chair of the Enloe Hospital Foundation, spending minimal time administering agendas, discussing fundraising, and planning the golf tournament. He is also a silent partner in Fight Forward Kickboxing, LLC, contributing capital and business strategy.
Employment History
Current Registrations
Sweeney & Michel, LLC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations1 state
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
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