Michael Giffin
Michael Giffin is a ChFC-designated registered investment advisor at Giffin Planning Services, INC., based in Canonsburg, PA, with 10 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, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 23 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Giffin Planning Services does not directly manage investments. Instead, Giffin Planning Services refers clients to other investment advisors and receives a portion of the fees those advisors charge. Total fees to the client will not exceed 3% of the assets managed. Giffin Planning Services may direct clients to SEI or Lockwood.
Location
Canonsburg, PA
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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 100% owner and president of Giffin Planning Services, generating investment fee income. He also owns Ensphere Marketing Group, LLC, which provides college preparation services and is a licensed insurance entity in Pennsylvania; Michael receives commissions on insurance product sales through EMG.
Employment History
Current Registrations
Giffin Planning Services, INC.
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.