Michael Woloch is a CFP-designated registered investment advisor at Financial Strategy Advisors, LLC, based in Bayside, NY. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
Financial Strategy Advisors offers three financial planning service options:
- Open Retainer: Comprehensive financial planning with ongoing meetings and consultation. The first year ranges from $3,000 to $25,000, and renewal years range from $2,000 to $20,000. Fees are paid quarterly in advance, with 40% due upon signing the agreement.
- Project Retainer: A limited scope engagement addressing specific financial areas. The fee is a flat amount based on projected service time, payable upfront.
- Financial Review: A broad evaluation of the client's financial status with recommendations. The fee is $950, payable upfront.
Annual Retainer:$2,000 - $25,000/year
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Location
Bayside, NY
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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.
Learn about disclosures →Employment History
Current Registrations
Financial Strategy Advisors, LLC
November 2025 - Present · 6 mos
State Registrations1 state
NY
Advisor
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.