Michael Stokes
Michael Stokes is a registered investment advisor at The Financial Coaching Group, INC., based in Laguna Hills, CA, 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, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 151 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FCG does not directly manage your investments. Instead, FCG recommends third-party money managers to manage your portfolio. Fees for asset management do not exceed 1% annually. The specific fee will be outlined in the third-party money manager's advisory agreement. FCG receives a portion of the fee charged by the third-party money manager as a referral fee.
Location
23332 Mill Creek Drive, Suite 105, Laguna Hills, CA, 92653
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is the president and owner of Innovative Retirement Solutions & Insurance Services, providing insurance and annuity advice related to retirement planning, liability management, and estate planning since 2004. This activity takes nearly full-time.
Employment History
Current Registrations
The Financial Coaching Group, INC.
Previous Registrations
First Financial Advisors, LLC
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.