MT
CFP
MT
CFP

Michael Thames

14 Years of Experience
Guyton, GA
BrokerSells Insurance

Michael Thames is a CFP-designated registered investment advisor at Capital Analysts, based in Guyton, GA, 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 Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
648 advisors
Number of Clients
17,698 clients
Average Client Portfolio
$492K average
Assets Under Management
$8.7B

Fee Structure

Planning is included in investment management

Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.

Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.

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Location

Guyton, GA

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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 an employee at Capital Analysts of Jacksonville, working in financial services and insurance sales, dedicating nearly full-time hours to each. He also serves on the finance committee for Gateway Church, spending minimal time on this role.

Employment History
Current Registrations
Capital Analysts
April 2024 - Present · 2 yrs 5 mos
Lincoln Investment
April 2024 - Present · 2 yrs 5 mos
Lincoln Investment
April 2024 - Present · 2 yrs 5 mos
Lincoln InvestmentBroker
April 2024 - Present · 2 yrs 5 mos
Previous Registrations
Charles Schwab & CO., INC.
May 2014 - April 2024 · 9 yrs 11 mos
Charles Schwab & CO., INC.Broker
August 2011 - April 2024 · 12 yrs 8 mos
State Registrations11 states
CACOFLGAINLANCNJOHSCVA
AdvisorBrokerBoth

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.