Advisor at Buck Wealth Strategies, LLC
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Firm
Buck Wealth Strategies, LLC
Location
Denver, CO 80237
Credentials
Series 65
Industry experience
1 year
Michael Hou is a financial advisor at Buck Wealth Strategies, LLC with one year of industry experience. He holds a Series 65 designation and previously served in the United States Marine Corps from 2019 to 2023. His work history also includes roles at Madison Avenue Securities, Retirement Partners of Hawaii, Devereaux, and Gap. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a top-down investment approach with tactical asset allocation and constructs portfolios using equities, ETFs, mutual funds, and fixed income tailored to client risk profiles.
Based on Buck Wealth Strategies, LLC
Based on Buck Wealth Strategies, LLC
Retirement plan advisory flat fees range from $2,500 to $50,000; fees based on plan assets up to 1.50% also possible.
Up to 1.50% annually, negotiable based on account size, complexity, and other factors
Insurance commissions received separately from advisory fees; commissions vary by product and carrier.
Financial planning hourly rate of $400/hour used for prorated fees if agreement terminated early.
Account minimum: $25,000 Fee-only: Financial planning fees negotiated individually; 50% due on signing, remainder on delivery; hourly rate $400/hour for prorated fees on terminated agreements.
4600 S. Syracuse Street, Suite 650
Denver, CO 80237
Hawaii
Buck Wealth Strategies
2024 - Present (2 years)
Madison Avenue Securities
2024 - Present (2 years)
Retirement Partners of Hawaii
2023 - 2024 (1 year)
United States Marine Corps
2019 - 2023 (4 years)
Devereaux
2018 - 2019 (1 year)
Gap
2018 - 2018 (1 year)
Georgetown University
2015 - 2018 (3 years)
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Is active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
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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.
CFP®
Denver, CO
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CFP®, Series 66
Centennial, CO
Financial Solution Advisors Corp.
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