Michael Lickiss
Michael Lickiss is a registered investment advisor at Pacific Wealth Advisory Services LLC, based in Danville, CA, with 19 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 223 clients with $96M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
50 Oak Court Suite 230, Danville, CA, 94526
Get directionsHistory
Regulatory History (11)
Customer Dispute
August 2025Customer Dispute
May 2025Customer Dispute
May 2025Financial
April 2025Customer Dispute
April 2025Customer Dispute
March 2025Customer Dispute
March 2025Employment Separation After Allegations
January 2025Customer Dispute
December 2024Customer Dispute
October 2024Customer Dispute
February 2024Other Business ActivitiesSells Insurance
Michael is the owner and a financial advisor at Pacific Wealth Advisory Services LLC, dedicating nearly full-time hours to business development, investment management, and client relationships. He also works as an agent providing fixed insurance advice, spending minimal time on this activity, and is a partner in The Lk Project, performing and recording music, also dedicating minimal time. Finally, Michael tutors high school students in science and/or math, dedicating minimal time.
Employment History
Current Registrations
Pacific Wealth Advisory Services LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Arkadios Wealth Advisors
Arkadios CapitalBroker
Resource Investment Architects, INC.
Investment Architects, INC.Broker
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.