Stephen
Michael
Marietta Wealth Management, LLC
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About this Advisor
Stephen Michael is a financial advisor operating in Marietta, Georgia who has 7 years of relevant experience. Michael works at Marietta Wealth Management, LLC. During their career, Michael has held roles at G.W. Henssler & Associates, Henssler Asset Management, LLC and Marietta Wealth Management, LLC. Michael maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Georgia. Marietta Wealth Management, LLC is an advisory firm that has its headquarters in Marietta, GA. It has $916 million in total assets among its 1,200 accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm provides financial advisory services to seven charities and foundations. Of its 1,200 accounts, 50% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm has a broad array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules largely vary depending on which services are provided. Fees charged by Marietta Wealth Management, LLC likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Marietta Wealth Management, LLC Brokerage Details
$916,264,157
11
1,200
$763,553
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Stephen Michael Work History
Stephen has been registered as a financial advisor for 7 years.*
Marietta Wealth Management, LLC
G.W. Henssler & Associates
Henssler Asset Management, LLC
*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 Stephen Michael 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 Marietta Wealth Management, LLC
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, 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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