Michael Palazzolo is a CFP-designated registered investment advisor at Fintentional LLC, based in Birmingham, MI, 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, Gen X, and 5 more. Their firm serves 27 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is included as part of Fintentional's ongoing financial planning program. Fintentional does not charge separate asset-based fees for managing your portfolio; instead, everything is covered under a flat annual fee structure.
Contact
Michael Palazzolo
Location
Birmingham, MI
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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 →Employment History
Current Registrations
Fintentional LLC
Previous Registrations
Portfolio Solutions LLC
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
Additional Information
I have seen first-hand how sound financial advice can really make a difference in someone’s life. This is true for someone who may have a negative balance sheet or a surplus in the tens of millions. At some common level, we are all just trying to make the best decisions possible for our families, friends, communities, and ourselves. One of my great joys in life is helping someone achieve that empowering "aha" moment about their relationship with their finances.
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