Advisor at Calisi Wealth Management
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Firm
Calisi Wealth Management
Location
Tempe, AZ 85284
Credentials
CFP®, Series 66
Industry experience
19 years
Michael Calisi is a CFP® with 19 years of experience in the financial services industry. He is the principal of Calisi Wealth Management in Tempe, AZ, and previously worked at Next Financial Group Inc for 16 years. In addition to his advisory role, he maintains a CPA designation and provides tax preparation and accounting services. Calisi Wealth Management offers fee-based investment advisory services and qualified retirement plan consulting, utilizing a tactical allocation approach that incorporates fundamental, technical, and cyclical analysis. The firm serves pooled and institutional accounts with discretionary portfolio management and comprehensive financial planning, and it is noted for its integration of accounting and tax services alongside investment management.
Based on Calisi Wealth Management
Based on Calisi Wealth Management
$0+: Approximately 1.0% to 1.25% per annum for clients not using sub-advisors/unaffiliated managers $0+: Up to 2.5% per annum cumulative fees including Calisi Wealth Management and any third-party manager, depending on strategy complexity and account size
Separate typical commissions for insurance products and securities transactions when acting as registered representative; no advisory fee on these products
Fee-only: Annual management fee payable monthly or quarterly, in advance or arrears, averaging approximately 1.0% to 1.25% per annum for standard accounts; fees may be up to 2.5% per annum including third-party managers
8727 S Priest Dr, Ste 103
Tempe, AZ 85284
Arizona · California · Texas
LPL Financial
2025 - Present (1 year)
Calisi Wealth Management LLC
2025 - Present (1 year)
Next Financial Group Inc
2009 - 2025 (16 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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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