Michael Hood
Michael Hood is a ChFC-designated registered investment advisor at Hood Financial, LLC, based in San Diego, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 44 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable and paid quarterly in advance. Total management fee will not exceed 3%. Fees for Level 2 Sherpa Experience are included.
Fee Estimator
Location
San Diego, CA
Get directionsHistory
Regulatory History (1)
Judgment / Lien
June 2025Other Business ActivitiesSells Insurance
Michael works as an insurance agent/salesperson for Hood Financial, LLC, dedicating about half of his time to this activity.
Employment History
Current Registrations
Hood Financial, LLC
Previous Registrations
Ars Investment Advisors, INC.
Allegis Investment Advisors, 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
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