Michael
Finer
Finer Wealth Management, Inc
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About this Advisor
Michael Finer is a certified financial planner working in Salem, Massachusetts with 18 years of industry experience. Finer is an employee of Finer Wealth Management, Inc. During their career, Finer has held roles at Finer Wealth Management, Inc and Finer Financial & Tax, Inc. Finer is registered to advise clients in Massachusetts, New Hampshire, Texas and Vermont. Finer Wealth Management, Inc is a business based in Salem, MA. The company has offices in three locations and a total of nine financial advisors. It manages $166 million in assets across its 572 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm advises five charitable organizations. Of its 572 customer accounts, 17% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Finer Wealth Management, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. A financial advisor's fee schedules vary depending on which services are provided. Fees charged by Finer Wealth Management, Inc can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Finer Wealth Management, Inc Brokerage Details
$166,301,535
9
572
$290,737
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Michael Finer Work History
Michael has been registered as a financial advisor for 18 years.*
Finer Wealth Management, Inc
Finer Financial & Tax, 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 Finer 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 Finer Wealth Management, Inc
Salem, MA
Salem, MA
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.
