Michael Irwin
Michael Irwin is a registered investment advisor at Triad Wealth Partners, LLC, based in Charlottesville, VA, with 3 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, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,380 clients with $420M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Triad Wealth charges a negotiable hourly or flat fee for financial planning and consulting services. The specific rate depends on the complexity, time, research, and resources required. Fees are typically invoiced quarterly or monthly in arrears.
Location
1010 Ednam Center, Suite 205, Charlottesville, VA, 22903
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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 ActivitiesSells Insurance
Michael is the founder and president of Prosperity Growth Strategies Wealth Management, an independent insurance agency selling and servicing life insurance and annuity policies. This takes about a full quarter of Michael's time.
Employment History
Current Registrations
Triad Wealth Partners, LLC
Previous Registrations
Coppell Advisory Solutions LLC
Gibbs Wealth Management, 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.