Michael Kremer
Michael Kremer is a CFP-designated registered investment advisor at Therawealth, LLC, based in Southlake, TX, with 17 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 21 clients with $8.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $500K | 0.95% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.55% |
Fees are generally negotiable. TheraWealth may also help clients select the investments in their 401k plans. The assets under management fee is 0.50%.
Fee Estimator
Location
Southlake, TX
Get directionsHistory
Regulatory History (6)
Financial
September 2025Financial
August 2025Financial
August 2025Financial
August 2025Financial
August 2025Financial
July 2025Other Business ActivitiesSells Insurance
Michael is an insurance broker appointed with outside insurance carriers to broker non-registered insurance products, dedicating a few hours per week to this activity. He also operates under the DBA name of Therawealth, LLC for selling New York Life products and services as well as brokering non-registered insurance products.
Employment History
Current Registrations
Therawealth, LLC
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services 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.