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Michael Barranco

Waverly Advisors, LLC
11 Years of Experience
Montgomery, AL
View SEC Summary
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Michael Barranco is a registered investment advisor at Waverly Advisors, LLC, based in Montgomery, AL, with 11 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 13 more. Their firm serves 13,689 clients with $30B in assets under management.

Waverly Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
227 advisors
Number of Clients
13,689 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$29.9B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees range from 0.25% to 1.50% annually, applied as a flat or declining marginal rate. Certain equity and options strategies carry an additional 0.25% annual fee. Fees are negotiable.

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

350 Leavell Cir., Montgomery, AL, 36117

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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 a Registered Investment Advisor (IAR) with Invista Advisors since 2020, dedicating full-time hours. He also operates DBAs for LPL business under Invista Advisors, All In Wealth Management, and ASE Advisors, and spends minimal time teaching a class. ABM Ventures is a business entity for tax/investment purposes only.

Employment History
Current Registrations
Waverly Advisors, LLC
July 2026 - Present · 3 mos
Invista Advisors
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
LPL Financial LLC
September 2017 - February 2019 · 1 yr 5 mos
LPL Financial LLCBroker
June 2015 - July 2026 · 11 yrs 1 mo
State Registrations1 state
AL
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.
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