Advisor at Spyrnal Financial Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Spyrnal Financial Group
Location
Bokeelia, FL 33922
Credentials
CFP®, Series 66
Industry experience
11 years
Chad Michaels is a CFP® with 11 years of industry experience, currently serving as an advisor at Spyrnal Financial Group. He previously worked at Axa Advisors, LLC for five years before joining Spyrnal Wealth Management and Spyrnal & Associates, Inc. Michaels also acts as an insurance agent for Spyrnal & Associates, dedicating part of his time to insurance-related client services. Spyrnal Wealth Management serves individual and high-net-worth clients by providing investment management, comprehensive financial planning, and referrals to third-party money managers. The firm employs a client-specific investment approach using discretionary management, model portfolios, and outside managers, integrating fundamental, technical, and cyclical analysis in its security selection.
Based on Spyrnal Financial Group
Based on Spyrnal Financial Group
Financial planning flat fee between $750 and $3,000, negotiable
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.80% $1,000,001 - $5,000,000: 0.50% $5,000,001+: 0.30%
$250 per hour for financial planning, negotiable
Account minimum: $100,000
5524 Avenue A
Bokeelia, FL 33922
Florida · Illinois · Texas
Spyrnal Wealth Management
2019 - Present (7 years)
Spyrnal & Associates, Inc.
2019 - Present (7 years)
Axa Advisors, LLC
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Sanibel, FL
Bloomfield Asset Management, Inc.
Series 63, Series 66
Ft. Myers, FL
Silver Thread Investments
Series 66
Fort Myers, FL
Roscoe Capital Management, LLC
Series 66
Fort Myers, FL
CPK Wealth Management LLC
CFP®, Series 63
Cape Coral, FL
Legacy Wealth Management, Inc.
Series 65
Fort Myers, FL
Lange Asset Management, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")