Michael Remedios is a CFP-designated registered investment advisor at Wonderland Financial Planning, based in Seattle, WA, with 7 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, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $3.0M | 0.50% |
| $3.0M - $10.0M | 0.25% |
| $10M+ | 0.10% |
Fees are negotiable. Accounts of members of the same household may be aggregated for fee billing purposes.
Fee Estimator
Location
Seattle, WA
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
Wonderland Financial Planning
Previous Registrations
Brighton Jones LLC
Vista Wealth Management Group, LLC
State Registrations2 states
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.