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Michael Macke

Advisor at Eleuthera FP, LLC

Updated today

Firm

Eleuthera FP, LLC

Location

Jacksonville, FL

Credentials

CFP®

Industry experience

22 years

About

Michael Macke is a CFP® professional with 22 years of experience in financial advising. He has worked at multiple firms, including Petros Advisory Services, Payne Capital Management, and Woman's Worth, before joining Eleuthera FP, LLC, where he has been since 2021. The firm provides investment management and financial planning services to individual clients, including high-net-worth households, and incorporates a mix of passive and active investment strategies guided by Modern Portfolio Theory. Eleuthera FP, LLC manages accounts on both a discretionary and non-discretionary basis and offers integrated services such as third-party manager selection and tax preparation.

Client services

Based on Eleuthera FP, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Eleuthera FP, LLC

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)

Fee options

Fixed

Project-Based Financial Planning fixed fees range from $500 to $5,000 depending on complexity; upfront charge for Ongoing Comprehensive Financial Planning is $2,500 plus $200-$1,500 monthly ongoing fee

Percentage

$0 - $1,000,000: 0.60% annually $1,000,001 - $2,000,000: 0.50% annually $2,000,001 - $3,000,000: 0.40% annually $3,000,001+: 0.30% annually

Location

Jacksonville, FL

Most active in

Florida

Work history

Eluethera FP, LLC (formerly Eventide FP, LLC)

2022 - Present (4 years)

Eventide FP, LLC

2021 - 2022 (1 year)

Petros Advisory Services, LLC

2017 - 2021 (4 years)

Petros Advisory Services, LLC

2016 - 2021 (5 years)

Payne Capital Management, LLC

2015 - 2021 (6 years)

Petros Financial Group, LLC

2013 - 2021 (8 years)

Woman's Worth, LLC

2013 - 2021 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Kevin B

CFP®

Jacksonville, FL

HCP Wealth Planning, LLC

Do you plan to make work optional before age 65? I will use my tools and expertise to educate and empower you to be your own retirement hero, rather than try to convince you that you need to pay me or any other advisor year after year. While I provide investment advice, I do not offer ongoing portfolio management as a service and my only objective is to give you the best advice possible. My planning engagements typically consist of three to four meetings and span one to three months. We will work together to create a detailed plan for early retirement that doesn't ignore what you need to feel fulfilled in the present. You will be given free ongoing access to my planning software upon completion of our engagement and I will teach you how to navigate it. Visit my website today to learn more and don't forget when you are there to sign up to receive my free guide, The Top 10 Critical Mistakes People Make When They Plan To Retire Early.

General retirement planning FIRE (Financial Independence Retire Early)
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Robert L

CFP®, Series 63, Series 65

Atlantic Beach, FL

Financial Prescriptions, LLC

Active portfolio management
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Nicholas W

Series 65

Jacksonville, FL

NRW Asset Management, Inc.

Wealth management Passive / index investing Active portfolio management
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Joshua K

Series 66

Jacksonville, FL

369 Financial LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Anthony K

Series 65

Jacksonville, FL

OmniTrust Wealth Management, Inc.

Wealth management Passive / index investing Active portfolio management College savings (529s, UTMA, etc.)
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Peter L

Series 65

Ponte Vedra Beach, FL

Liberty Advisory Group, Inc.

Annuities
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