Michael
Hostetler

The Strategic Financial Alliance, Inc

CRD#4577165
Investment Advisor
in Peachtree Corners, GA

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About this Advisor

Michael Hostetler is a certified financial planner who works in Peachtree Corners, Georgia who has 14 years of industry experience. Hostetler currently works for The Strategic Financial Alliance, Inc. They have spent their complete employment at The Strategic Financial Alliance, Inc. Hostetler maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Georgia. The Strategic Financial Alliance, Inc is a registered investment firm headquartered in Atlanta, GA. The investment advisory business has offices in 38 locations and a total of 72 advisors. It has $384 million in total assets among its 2,163 accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm provides financial advisory services to one charitable organizations. Of its 2,163 accounts, just 3% belong to high-net-worth clients who have at least $1 million in investable assets. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fee schedules largely are based on which services are provided. However, fees charged by The Strategic Financial Alliance, Inc can consist of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, 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, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

3930 East Jones Bridge Road 150
Peachtree Corners, GA 30092

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The Strategic Financial Alliance, Inc Brokerage Details

Total Assets Under Management

$384,370,810

GA Average: $3,570,121,308
Total Number of Employees

72

GA Average: 58
Total Number of Accounts

2,163

GA Average: 1,608
Average Account Size

$177,703

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Michael Hostetler Work History

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

2009 - Present (15 years)

The Strategic Financial Alliance, Inc

*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 Hostetler 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 The Strategic Financial Alliance

Christy Horlacher
Myrtle Beach, SC
Darla Main
Pittsburgh, PA
Lori Allison
Fairfax, VA
Melissa Bunson
Peachtree Corners, GA
Michael Stevens
Fairfax, VA
Kevin Bartel
Larkspur, CA
Michael Roberts
Atlanta, GA
Scott Levy
Peachtree Corners, GA

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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