Advisor at Verity Asset Management
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Firm
Verity Asset Management
Location
Austin, TX
Credentials
Series 63, Series 66
Industry experience
19 years
Michael Hazen is a financial advisor with Verity Asset Management in Austin, TX, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at multiple firms such as Cetera Financial Group and Verity Financial Group. Outside of his advisory work, he serves as a volunteer and chapter president for The Gideons International. Verity Asset Management is an SEC-registered adviser that provides discretionary portfolio management, model portfolios, retirement-plan advisory, and financial planning to individual, corporate, institutional clients, and other advisers. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party models while operating under fiduciary and ERISA standards.
Based on Verity Asset Management
Based on Verity Asset Management
Financial planning fixed fees range from $500 to $10,000
$0 - $100,000: 1.50% $100,001 - $150,000: 1.20% $150,001 - $250,000: 1.15% $250,001 - $500,000: 0.95% $500,001 - $750,000: 0.75% $750,001 - $1,000,000: 0.60% $1,000,001 - $2,500,000: 0.50% $2,500,001+: 0.45%
$100 to $250 per hour for financial planning
Account minimum: $100,000 Fee-only: Hourly fees $100 to $250 per hour; Fixed fees $500 to $10,000 for financial planning
Austin, TX
North Carolina · Texas
The Leaders Group Inc
2026 - Present (1 year)
Verity Financial Group
2020 - Present (6 years)
Verity Asset Management
2020 - Present (6 years)
Unemployed
2020 - 2020 (1 year)
Cetera Financial Group
2017 - 2019 (2 years)
Cetera Investment Services Llc
2017 - 2019 (2 years)
CETERA Financial Specialists LLC
2017 - 2019 (2 years)
Cetera ADVISORS LLC
2017 - 2019 (2 years)
Cetera Advisors Networks LLC
2017 - 2019 (2 years)
Summit Brokerage Services, Inc.
2017 - 2019 (2 years)
First Allied Securities, INC.
2017 - 2019 (2 years)
Girard Securities, Inc.
2017 - 2017 (1 year)
Kestra Financial Services, Inc.
2016 - 2017 (1 year)
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
Series 65
Pflugerville, TX
Premca LLC
Series 66
Austin, TX
Solaris Private Wealth Management
CFA®, Series 65
Austin, TX
Blue Tower Asset Management, LLC
CFP®, Series 63
Austin, TX
Mark Monreal & Associates
Series 66
Austin, TX
DeStefano Wealth Management
CFP®, Series 63
Austin, TX
Mullett Financial LLC
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