Michael Brian Wofsey

Financial & Tax Architects, LLC

12 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Financial & Tax Architects, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

25 advisors

Number of Clients

1,061 clients

Average Client Portfolio

$418K average

Assets Under Management

$443.0M

Fee Structure

Financial Planning:Included in AUM fee

Location

409 Coeur D'Alene Avenue, Suite B, Coeur D'Alene, ID, 83814

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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.

Other Business ActivitiesSells Insurance

Michael is an independent insurance agent selling life, health, and annuity products. This activity is investment-related.

Employment History

Current Registrations

Financial & Tax Architects, LLC

September 2020 - Present · 5 yrs 5 mos

Previous Registrations

Money Concepts Advisory Service

July 2020 - August 2020 · 1 mo

Money Concepts Capital CORPBroker

October 2013 - August 2020 · 6 yrs 10 mos

State Registrations2 states

CTID

Advisor

Exams

No exam information available for this advisor.