Advisor at Azure Sky Financial Life Planning, LLC
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Firm
Azure Sky Financial Life Planning, LLC
Location
Burleson, TX
Credentials
CFP®, Series 66
Industry experience
11 years
Michael Babcock is a CFP® with 11 years of industry experience currently serving as CEO and Financial Life Planner at Azure Sky Financial Life Planning, LLC. He has previously worked with Perryman Securities, Inc. and Legacy Consulting Group, and also holds a Series 66 designation. In addition to his role at Azure Sky, he provides financial planning services under an independent contractor relationship with Origin Financial. Azure Sky Financial Life Planning, LLC offers values-based Financial Life Planning to individuals, couples, families, and charitable organizations, integrating life planning, financial planning, tax planning, and investment management. The firm emphasizes aligning clients’ personal values with their investments, providing options including socially conscious and Biblically Responsible Investing alongside a mix of passive and active strategies.
Based on Azure Sky Financial Life Planning, LLC
$0+: Up to $5,600 annually for Basic to Moderate Complexity Financial Life Planning $5,600 - $40,000: For Moderate to Complex Financial Life Planning $40,000 - Custom Quote: For Very Complex Financial Life Planning
Minimum fee: Financial Life Planning fees start at a minimum of $600 per annual engagement Fee-only: Fee-only compensation; does not accept commissions or sales-related compensation.
Burleson, TX
Texas
Origin Financial
2021 - Present (5 years)
Azure Sky Financial Life Planning, LLC
2020 - Present (6 years)
UnEmployed
2020 - 2020 (1 year)
Perryman Securities, Inc.
2014 - 2020 (6 years)
Legacy Consulting Group
2014 - 2020 (6 years)
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Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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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