MP
MP

Michael Pysnik

16 Years of Experience
Pasadena, CA
Sells Insurance

Michael Pysnik is a registered investment advisor at Pysnik Financial, LLC, based in Pasadena, CA, with 16 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 53 clients with $39M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
53 clients
Average Client Portfolio
$728K average
Assets Under Management
$38.6M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

The maximum annual fee charged for asset management services will not exceed 1.75% of the assets under management. Fees are negotiable.

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

299 N. Euclid Ave, Suite 560, Pasadena, CA, 91101

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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 ActivitiesSells Insurance

Michael is a California insurance agent offering various types of insurance products outside of his RIA. He dedicates a few hours per week to this activity.

Employment History
Current Registrations
Pysnik Financial, LLC
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Independent Financial Group, LLC
December 2016 - March 2023 · 6 yrs 3 mos
Independent Financial Group, LLCBroker
October 2012 - March 2023 · 10 yrs 5 mos
Genworth Financial Securities CorporationBroker
February 2010 - November 2012 · 2 yrs 9 mos
State Registrations2 states
CATX
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.
Michael Pysnik - Financial Advisor | TrueAdvisor