Michael Palazzolo is a CFP-designated registered investment advisor at Fintentional LLC, based in Birmingham, MI, with 13 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, Gen X, High Net Worth, and 4 more. Their firm serves 27 clients with $20M in assets under management.
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Fee Structure
Fintentional includes investment advice as part of their Financial Planning and Investing Program. Clients can choose to manage their own investments or have Fintentional implement trades with their approval. Fintentional also offers the use of Third Party Managers for portfolio management services. Fintentional does not charge additional investment management fees for accounts held at Betterment for Advisors.
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Michael Palazzolo
Location
Birmingham, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Fintentional LLC
Previous Registrations
Portfolio Solutions LLC
State Registrations1 state
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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.