Michael Hudick is a CFP-designated registered investment advisor at Migh Financial Planner, LLC, based in Los Gatos, CA, 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 Education Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 13 clients with $19M 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 $200K | 0.90% |
| $200K - $800K | 0.78% |
| $800K - $1.5M | 0.75% |
| $1.5M - $3.5M | 0.67% |
| $3.5M+ | 0.63% |
Beginning December 1, 2025, all new AUM accounts will be assessed a daily AUM fee of 1%/252 on days that the market is open.
Fee Estimator
Location
Los Gatos, CA
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Michael is the principal of MiGH Financial Planner, his sole proprietorship CFP practice. He may offer clients advice or products from other activities, which could present a conflict of interest.
Employment History
Current Registrations
Migh Financial Planner, 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.