Advisor at Oakwell Private Wealth Management
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Firm
Oakwell Private Wealth Management
Location
Austin, TX 78757
Credentials
PFS™, Series 65
Industry experience
19 years
Daniel Michel is a financial advisor at Oakwell Private Wealth Management with 19 years of industry experience. He holds the PFS™ designation and Series 65 license. Michel is also the sole owner of Daniel A Michel, CPA, PLLC, a CPA firm in Austin, Texas, where he spends less than 20% of his time. He has been with Oakwell Private Wealth Management since 2015 and has worked with RM Wealth Management, L.L.C. since 2005. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts, providing portfolio management, financial planning, sub-advisory services, and retirement plan implementation. The firm uses a combination of fundamental, technical, and cyclical analysis alongside various trading strategies and typically manages accounts on a discretionary basis.
Based on Oakwell Private Wealth Management
Based on Oakwell Private Wealth Management
Flat fees for financial planning services, negotiable and documented in the Financial Planning Agreement.
$0 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.80% $5,000,000+: 0.55%
Insurance commissions earned by investment adviser representatives through affiliated insurance sales.
Hourly fees for financial planning services, negotiable based on client needs.
Retainer fees for financial planning services, negotiable and dependent upon client needs.
Fee-only: Financial planning fees charged as fixed fees, hourly fees, and/or retainer fees, negotiable and dependent upon client needs and complexity.
3200 Steck Ave, Suite 200
Austin, TX 78757
Texas
Oakwell Private Wealth Management
2015 - Present (11 years)
Daniel A Michel, CPA, PLLC
2010 - Present (16 years)
RM Wealth Management, L.L.C.
2005 - Present (21 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.
Series 65
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CFP®, Series 63
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Series 66
Austin, TX
DeStefano Wealth Management
CFP®, Series 63
Austin, TX
Mullett Financial LLC
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