Michael Howell
Michael Howell is a CFP-designated registered investment advisor at Blom & Howell Financial Planning, INC., based in Modesto, CA, with 12 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, Retirement Planning, and 1 more. Their firm serves 423 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blom & Howell Financial Planning offers comprehensive wealth management services for a fee based on the value of your portfolio. The maximum fee is 1% per year, charged monthly. This service is offered through a bundled fee program. Please refer to Blom & Howell's Wrap Fee Brochure for more information.
Location
3340 Tully Rd., Ste. B4, Modesto, CA, 95350
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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 ActivitiesSells Insurance
Michael is a self-employed church musician, insurance agent selling fixed insurance products, teacher, non-profit/church consultant, and church officer. These activities take minimal time, except for his role as a church officer, which takes a few hours per week.
Employment History
Current Registrations
Blom & Howell Financial Planning, INC.
Previous Registrations
Scf Securities, INC.Broker
Scf Investment Advisors, INC.
LPL Financial LLC
LPL Financial LLCBroker
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.