Michael Grimm is a CFP-designated registered investment advisor at Csenge Advisory Group, LLC, based in Dallas, TX, with 14 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 1 more. Their firm serves 6,312 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Csenge Advisory Group offers asset management programs where advisor representatives directly manage client portfolios. The maximum annual fee for this service is 2.35%. This fee covers advisory services and most brokerage commissions. Clients may also pay other charges such as custodial fees and internal fees charged by mutual funds or exchange-traded funds.
Location
7324 Gaston Ave, Suite 124312, Dallas, TX, 75214
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a Senior Planner at The Wingard Group DBA Wayfinder Group, providing financial planning and investment advice, which takes full-time hours. He also works as an Investment Advisor Representative at Csenge Advisory Group, dedicating a few hours per week to back office tasks, placing trades, and model management.
Employment History
Current Registrations
Csenge Advisory Group, LLC
Madison Avenue Securities, LLCBroker
Previous Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
State Registrations1 state
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