Michael Babcock
Michael Babcock is a CFP-designated registered investment advisor at Azure Sky Financial Life Planning, LLC, based in Burleson, TX, with 11 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, Investment Management, Retirement Planning, and 2 more. Their firm serves 10 clients with $7.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is included as part of Azure Sky Financial Life Planning's overall financial life planning service. It is not offered as a standalone service. The portion of your annual fee allocated to investment management is typically between 20% and 50% and will never exceed 2% of the assets managed. Fees are negotiable and are billed semi-annually, quarterly, or monthly in advance.
Location
Burleson, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is the CEO, Financial Life Planner, CCO, and Investment Adviser Representative at Azure Sky Financial Life Planning, LLC, dedicating nearly full-time hours. He also works part-time as an Investment Adviser Representative at Origin Financial, spending a few hours per week to about a quarter of his time providing investment advice and/or financial planning.
Employment History
Current Registrations
Azure Sky Financial Life Planning, LLC
Previous Registrations
Origin Investment Advisory LLC
Perryman Securities, INC.Broker
Legacy Consulting Group
Howard Financial Services, LTD.
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.