Michael
Masur

Resource Consulting Group

CRD#5111459
Investment Advisor
in Orlando, FL

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About this Advisor

Michael Masur is a certified financial planner operating out of Orlando, Florida who has 14 years of relevant experience. Masur is currently employed by Resource Consulting Group. Throughout their career, they have worked at Resource Consulting Group. Masur is registered to work in Florida and Texas. Resource Consulting Group is a company that has its headquarters in Orlando, FL. It administers $2 billion in assets across its 2,792 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves seven charities and foundations. Of its 2,792 accounts, 67% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Resource Consulting Group performs a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors depend on which services the firm provides the client. Fee types charged by Resource Consulting Group most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

301 E. Pine Street, Suite 600
Orlando, FL 32801

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Resource Consulting Group Brokerage Details

Total Assets Under Management

$2,316,717,571

FL Average: $1,855,561,029
Total Number of Employees

22

FL Average: 62
Total Number of Accounts

2,792

FL Average: 2,474
Average Account Size

$829,770

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Michael Masur Work History

Michael has been registered as a financial advisor for 14 years.*

2015 - Present (9 years)

Resource Consulting Group

2005 - 2015 (10 years)

Resource Consulting Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Masur to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Resource Consulting Group

Nhan Tran
Orlando, FL
Jacob Land
Orlando, FL
Christopher Driver
Orlando, FL
Natalie Campese
Orlando, FL
Set Carpintero
Orlando, FL
Joshua Andrews
Orlando, FL
Gregg Biro
Orlando, FL
Kimberly Sterling
Orlando, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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