Michael Filachek
Michael Filachek is a registered investment advisor at Wealthspire Retirement Advisory, based in Warrington, PA, 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 7,532 clients with $39B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.60% |
Fees range from 0.25% to 1.60% based on the nature of the services, portfolio composition, and rebalancing frequency. Rates are negotiable.
Fee Estimator
Location
2600 Kelly Road, Suite 300, Warrington, PA, 18976
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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 Activities
Michael is a Business Development Executive at NFP Retirement since 2015, focusing on new retirement plan relationships. He dedicates full-time hours to this role, primarily during trading hours, and provides investment advisory services through Kestra Advisory Services, LLC.
Employment History
Current Registrations
Wealthspire Retirement Advisory
Previous Registrations
NFP Retirement INC.
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Adp Broker-Dealer, INC.Broker
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.
Exams
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