MH
CFP
MH
CFP

Michael Hornung

10 Years of Experience
Bedford, TX
Broker

Michael Hornung is a CFP-designated registered investment advisor at Strategic Wealth Management, LLC, based in Bedford, TX, with 10 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 177 clients with $130M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
177 clients
Average Client Portfolio
$737K average
Assets Under Management
$130.5M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees range on a sliding scale between 0.50% and 1.00% based on the market value of assets under management. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2812 Bedford Road, Suite 200, Bedford, TX, 76021

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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 Activities

Michael is involved with Strategic Wealth Management, LLC as a DBA for LPL business, spending about a quarter of his time. He also works with Strategic Wealth Management, LLC as a Registered Investment Advisor Hybrid, dedicating nearly full-time hours to administrative tasks.

Employment History
Current Registrations
Strategic Wealth Management, LLC
September 2015 - Present · 10 yrs 7 mos
LPL Financial LLCBroker
August 2015 - Present · 10 yrs 8 mos
State Registrations1 state
TX
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.