Michael Pettit is a CFA, CFP-designated registered investment advisor at Dornick Wealth Management, based in Dallas, TX, with 1 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 26 clients with $61M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
4131 N Central Expressway, Suite 900, Dallas, TX, 75204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is an associate at L&E Properties, LLC, a real estate company, since August 2023. He dedicates minimal time to managing real estate rental properties.
Employment History
Current Registrations
Dornick Wealth Management
Previous Registrations
Oak Hills Securities, INC.Broker
State Registrations1 state
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