Michael Mariani is a registered investment advisor at Consolidated Wealth Management, based in Clayton, MO, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 25 clients with $40M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Asset Planners charges a fixed fee for financial planning services, ranging from $1,000 to $25,000, depending on the complexity of the client's situation, amount of investable assets, number of planning areas, amount of research, number of meetings, and any special circumstances.
Location
222 North Meramec Avenue, Clayton, MO, 63105-3702
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is the owner/operator of a property management LLC with his wife, managing family member's multi-family investment properties. Currently, they manage two properties.
Employment History
Current Registrations
Consolidated Wealth Management
Previous Registrations
Buckingham Asset Management, LLC
State Registrations2 states
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