Michael Alonzo is a registered investment advisor at Ernst & Young Investment Advisers LLP, based in Katy, TX, with 5 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 30 clients.

Compensation
Fixed/Hourly
Firm Size
118 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Ernst & Young Investment Advisers LLP
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
April 2020 - July 2020 · 3 mos
AXA Advisors, LLCBroker
March 2020 - April 2020 · 1 mo
State Registrations1 state
TX
Advisor

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.