Michael Mann is a CFP-designated registered investment advisor at Gentian Financial, INC., based in Arlington, VA, with 9 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, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Gentian Financial charges flat fees for financial planning and investment consulting services, ranging from $250 to $25,000, depending on the scope of advice, the nature and number of investments, the amount of research required, and the number of reports requested. For limited circumstances, an hourly fee may be available, ranging from $150 to $300 per hour.
Location
Arlington, VA
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Regulatory History
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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Michael works as an advisor and associate/employee for Gentian Financial, Inc., an independent RIA, focusing on financial planning, investment research, and internal operations. This takes about half of his time.
Employment History
Current Registrations
Gentian Financial, INC.
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Previous Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
State Registrations37 states
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