Michael Laheta is a registered investment advisor at Everyplan Financial, based in Round Rock, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.10% |
| $3M+ | 0.40% |
EveryPlan reserves the right to adjust and discount any of these fees at EveryPlan’s discretion.
Fee Estimator
Location
Round Rock, TX
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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.
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Michael teaches at Belmont Abbey College and may be retained for consulting work in the sports and entertainment industry. He also reserves the right to accept W2 employment offers related to his background in sports and entertainment.
Employment History
Current Registrations
Everyplan Financial
State Registrations1 state
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