MA
MA
Michelle Addington
8 Years of Experience
Plano, TX
1 DisclosureBroker
Michelle Addington is a registered investment advisor at Vanguard Advisers, INC., based in Plano, TX, with 8 years of industry experience. Michelle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 791,528 clients with $340B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2433 advisors
IM Fee
Planning only
Assets Under Management
$344.6B
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
- Retirement plan consultation and financial plan (New model) — $250 for the consultation and plan, unless a lower fee was agreed upon with your plan sponsor.
- Retirement plan consultation and financial plan (Legacy model for accounts $50,000 to $500,000) — $250, unless you qualify for a fee waiver (waivers apply if you have over $500,000 in total Vanguard assets or are over age 55).
- Retirement plan consultation and financial plan (Legacy model for accounts under $50,000) — $1,000, unless you qualify for a fee waiver.
One-Time Plan:$250 - $1,000
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Location
7900 Windrose Ave, Plano, TX, 75024
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2025Denied
Other Business Activities
Michelle is an owner/partner in AM Properties LLC, a real estate company, since March 2025. She spends minimal time renting out real estate properties she acquires.
Employment History
Current Registrations
Vanguard Advisers, INC.
August 2026 - Present · 2 mos
Vanguard Marketing Corporation
August 2026 - Present · 2 mos
Vanguard Marketing CorporationBroker
August 2026 - Present · 2 mos
Previous Registrations
J.P. Morgan Securities LLC
May 2020 - August 2026 · 6 yrs 3 mos
J.P. Morgan Securities LLCBroker
October 2019 - August 2026 · 6 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2017 - April 2019 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2017 - April 2019 · 1 yr 9 mos
State Registrations1 state
TX
AdvisorBrokerBoth
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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