Michelle J Neiswender
MN
CFP
Michelle J Neiswender
MN
CFP

Michelle Neiswender

14 Years of Experience
Mayfield, KY

Michelle Neiswender is a CFP-designated registered investment advisor at Fire Wealth Management, LLC, based in Mayfield, KY, with 14 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 67 clients with $50M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
67 clients
Average Client Portfolio
$745K average
Assets Under Management
$49.9M

Fee Structure

Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.50%
$100K - $1.0M1.00%
$1M+0.75%

Blended rate may result in higher revenue for FWM. Lower fees for comparable services can, at times, be available from other sources.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

Michelle J Neiswender
MN
Michelle Neiswender

Location

328A S 6th Street, Mayfield, KY, 42066-2310

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Michelle is the sole member of Focused Tax Partners, LLC, which provides tax preparation and filing services. She dedicates about 40% of her time during tax season and about 10% of her time during non-tax season months.

Employment History
Current Registrations
Fire Wealth Management, LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Fox & Company Wealth Management
June 2011 - December 2023 · 12 yrs 6 mos
State Registrations6 states
CAKSKYLATNTX
Advisor

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
No exam information available for this advisor.
Michelle J Neiswender
MN
Contact
Michelle Neiswender