Michael Mcerlane
Michael Mcerlane is a CFP-designated registered investment advisor at Comprehensive Financial Planning for Doctors, LLC, based in Frisco, TX, with 6 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CFPFD offers investment management as part of an ongoing agreement. The ongoing agreement costs $400 per month. The firm generally recommends low-cost, passively managed Exchange Traded Funds (ETFs), index mutual funds, and publicly traded Real Estate Investment Trusts (REITs).
Location
Frisco, TX
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 →Employment History
Current Registrations
Comprehensive Financial Planning for Doctors, LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
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.