Advisor at Blom & Howell Financial Planning, Inc.
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Firm
Blom & Howell Financial Planning, Inc.
Location
Modesto, CA 95350
Credentials
CFP®, Series 66
Industry experience
12 years
Michael Howell is a CFP® professional with 12 years of industry experience, currently serving at Blom & Howell Financial Planning, Inc. in Modesto, CA. His prior experience includes roles at SCF Securities, Inc. and LPL Financial. Outside of his advisory work, he is active as a church musician, a nonprofit and church consultant on financial education, an officer at Shelter Cove Community Church, and treasurer and secretary of the Lions Baseball Club. Blom & Howell Financial Planning serves individuals, trusts, estates, business entities, and retirement plans by providing comprehensive wealth management, financial planning, retirement plan consulting, and estate-planning assistance. The firm customizes asset allocations across various securities and offers both discretionary and non-discretionary portfolio management through its own wrap fee program.
Based on Blom & Howell Financial Planning, Inc.
Based on Blom & Howell Financial Planning, Inc.
Estate planning services flat fee ranging from $0 to $1,500 based on complexity; Fixed retirement plan consulting fees start at $500
Maximum 1.00% per annum, charged monthly in arrears
Up to $250 per hour for financial planning and retirement plan consulting services
Fee-only: Fixed financial planning fees typically range from $500 to $10,000; Hourly financial planning fees up to $250 per hour
3340 Tully Rd., Ste. B4
Modesto, CA 95350
California
Blom & Howell Financial Planning, Inc.
2022 - Present (4 years)
Blom & Howell Financial Planning, Inc.
2021 - Present (5 years)
SCF Securities, Inc.
2018 - 2021 (3 years)
BLOM & HOWELL FINANCIAL PLANNING, INC. (D/B/A Under SCF)
2018 - 2021 (3 years)
SCF Investment Advisors, INC.
2018 - 2021 (3 years)
LPL Financial
2013 - 2018 (5 years)
LPL Financial, llc
2013 - 2018 (5 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
CFP®, Series 63, Series 66
Modesto, CA
Luminary Financial Planning
Series 65
Lathrop, CA
King Financial
Series 65
Modesto, CA
Blom & Howell Financial Planning, Inc.
Series 63, Series 65
Denair, CA
TechView Wealth Advisors LLC
Series 63
Modesto, CA
Arrowhead Wealth Management Corp.
Series 63
Modesto, CA
Arrowhead Wealth Management Corp.
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