CFP

Michael Wroblewski

11 Years of Experience

Washington, DC

Michael Wroblewski is a CFP-designated registered investment advisor at Financial Advisor for You, LLC, based in Washington, DC, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 170 clients.

Financial Advisor for You, LLC

Compensation

Fixed/Hourly

Firm Size

1 advisor

IM Fee

Planning only

Fee Structure

Financial Advisor For You offers regular financial planning check-ins during the year for clients who have already completed a comprehensive financial plan.

Requires a one-year commitment
Fees vary based on the scope and types of services needed
Billed after each check-in occurs

Comprehensive financial plan — $1,500 to $2,500 depending on the complexity of your situation and the services required, delivering a written analysis covering cash flow, debt, retirement, taxes, and estate planning.
Hourly consulting — $275 per hour for specific topics such as cash flow management, insurance coverage, first-time home buying, debt repayment, and retirement investment selection.
Financial planning seminars — $0 to $500 per seminar depending on the topics covered.

One-Time Plan:$1,500 - $2,500

Hourly Rate:$275/hr

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Location

Washington, DC

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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.

Employment History

Current Registrations

Financial Advisor for You, LLC

January 2015 - Present · 11 yrs 10 mos

State Registrations3 states

DCMDVA

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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