Advisor at Athletes Financial Advisers, LLC
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
Athletes Financial Advisers, LLC
Location
Westlake, OH 44145
Credentials
PFS™
Industry experience
12 years
Michael George is a PFS™ credentialed financial advisor at Athletes Financial Advisers, LLC with 12 years of industry experience. He has been with Athletes Financial Advisers since 2016 and also works with Probooks CPA, LLC. Outside of advising, he is involved in real estate rental activities in Hilton Head Island, SC. Athletes Financial Advisers, LLC is an independent registered investment adviser managing approximately $47.1 million for about 50 clients, including individuals, trusts, charitable organizations, businesses, and participant-directed retirement plans. The firm uses a long-term, asset-allocation approach primarily focused on passively managed mutual funds and ETFs, integrating internal portfolio management with third-party solutions and digital wealth-management tools.
Based on Athletes Financial Advisers, LLC
Based on Athletes Financial Advisers, LLC
Financial planning fees range from $3,000 to $24,000
$0 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.80% $5,000,000+: 0.50%
Account minimum: $5,000 Minimum fee: Minimum annual fee of $5,000 generally required
159 Crocker Park Blvd.,, Suite 400
Westlake, OH 44145
Louisiana · Ohio · Texas
ProMoney, LLC
2025 - Present (1 year)
Probooks Cpa, Llc
2024 - Present (2 years)
Athletes Financial Advisers, LLC
2016 - Present (10 years)
Athletes Financial
2013 - Present (13 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Broker-dealer / trader
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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.
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.
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