Advisor at CEI Financial Planning
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.
Location
Milton, GA
Credentials
Series 63, Series 65
Industry experience
36 years
Michael Crifasi is the principal of CEI Financial Planning in Milton, GA, with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been involved in financial planning and investment advisory roles since the early 1980s. Outside of his advisory work, he serves as a corporate advisor to Fuel Cell Technology, Inc., providing political and other guidance. CEI Financial Planning is an independent registered investment adviser serving primarily higher-net-worth individuals. The firm offers comprehensive financial planning and emphasizes a non-discretionary investment approach based on cyclical and fundamental analysis, assisting clients in selecting outside money managers.
Based on CEI Financial Planning
In many cases, flat fee quotes available for financial planning
Under $250,000 - $250,000: $375 quarterly $250,000 - $500,000: $625 quarterly $500,000 - $750,000: $875 quarterly $750,000 - $1,000,000: $1,000 quarterly $1,000,000 - $1,250,000: $1,250 quarterly $1,250,000 - $1,500,000: $1,500 quarterly $1,500,000 - $2,000,000: $1,750 quarterly $2,000,000 - $3,000,000: $2,000 quarterly $3,000,000 - $5,000,000: $2,250 quarterly Above $5,000,000+: Negotiated
Financial Planning $175.00/hour; Clerical Services $40.00/hour
Fee-only: Financial Planning $175.00/hour; Clerical Services $40.00/hour; Retainer fee of $500 required; Flat fee quotes possible
Milton, GA
Georgia
Kovack Advisors, Inc.
2015 - Present (11 years)
Kovack Securities Inc.
2014 - Present (12 years)
Crifasi Enterprises, Inc.
1992 - Present (34 years)
SELF EMPLOYED
1989 - Present (37 years)
Jmc Properties, Inc
1985 - Present (41 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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.
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Stanhouse Financial Planning and Management, LLC
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Alex Foster is the sole advisor at AF Capital Management, LLC in Marietta, GA, holding a Series 65 credential with 16 years of industry experience. He has managed AF Capital Management since 2009 and also publishes a personal options trading blog at MyTradersJournal.com. AF Capital Management provides investment supervisory services, financial planning, and retirement-plan advisory to individuals, trusts, and business entities. The firm offers a range of account management plans from passive to actively managed strategies, incorporating fundamental, technical, and cyclical analysis, with portfolios that may include stocks, bonds, ETFs, margin positions, and various options strategies.
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McWilliams Financial Advisory Group LLC
Elbert Mcwilliams is a CFP® and ChFC® with 22 years of industry experience. He has led McWilliams Financial Advisory Group LLC since 2007. The firm serves a small client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. McWilliams Financial Advisory Group provides fee-based financial planning and consulting, referring clients to third-party money managers for investment management and offering educational seminars and workshops for the public.
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