Advisor at The Financial Planning Center, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Financial Planning Center, LLC
Location
Hackettstown, NJ
Credentials
CFP®, Series 63, Series 65
Industry experience
28 years
Michael Marino is a CFP® professional with 28 years of industry experience. He is the principal at The Financial Planning Center, LLC and has previously worked with Lotus Investment Advisors, Empire Asset Management Company, and Divine Asset Management. Outside of his advisory work, Marino serves as president of the Washington Township Police Foundation, a nonprofit supporting the local police department. The Financial Planning Center, LLC serves individual investors, business owners, and families by offering discretionary and non-discretionary portfolio management along with comprehensive financial planning services. The firm tailors investment strategies based on client objectives and coordinates with other professionals while managing approximately $26.3 million for about 63 clients.
Based on The Financial Planning Center, LLC
Fixed financial planning fees ranging from $1,000 to $10,000
$0 - $249,999: 1.50% $250,000 - $499,999: 1.35% $500,000 - $749,999: 1.25% $750,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.75% $2,000,000+: 0.50%
$100 to $275 per hour for financial planning services
Hackettstown, NJ
New Jersey
The Financial Planning Center, LLC
2024 - Present (2 years)
Lotus Investment Advisors
2020 - Present (6 years)
Empire Asset Management Company, LLC
2019 - 2020 (1 year)
Divine Asset Management LLC
2015 - 2019 (4 years)
Divine Capital Markets LLC
2015 - 2019 (4 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.
Series 63, Series 65
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CFA®, Series 63
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