Advisor at Comprehensive Financial Planning for Doctors, 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
Comprehensive Financial Planning for Doctors, LLC
Location
Frisco, TX
Credentials
CFP®, Series 63
Industry experience
6 years
Michael Mc Erlane is a CFP® with six years of industry experience, currently serving as the sole advisor at Comprehensive Financial Planning for Doctors, LLC. His prior experience includes roles at Northwestern Mutual Wealth Management Company and related entities. Comprehensive Financial Planning for Doctors, LLC provides financial planning, discretionary investment management, income tax return preparation, and tax representation services primarily to physicians and medical professionals nationwide through virtual meetings. The firm emphasizes low-cost, passive investment strategies with tailored recommendations and offers public educational seminars and webinars on financial literacy.
Based on Comprehensive Financial Planning for Doctors, LLC
Based on Comprehensive Financial Planning for Doctors, LLC
Based on Comprehensive Financial Planning for Doctors, LLC
Minimum fee: Standalone Agreements minimum fee: $6,000 for single clients, $9,000 for legally married clients; Ongoing Agreements minimum annual fee: $4,000/year for single clients, $6,000/year for legally married clients. Fee-only: Fees calculated as 2% (0.02) of Adjusted Gross Income based on most recent federal income tax return; minimum fees apply as stated above; fees are not negotiable.
Frisco, TX
Texas
Comprehensive Financial Planning for Doctors, LLC
2022 - Present (4 years)
Comprehensive Financial Planning for Doctors, LLC
2021 - 2022 (1 year)
Unemployed
2021 - 2021 (1 year)
Northwestern Mutual Wealth Management Company
2019 - 2021 (2 years)
Northwestern Mutual Investment Services LLC
2019 - 2021 (2 years)
Northwestern Mutual Life Insurance Company
2019 - 2021 (2 years)
Unemployed
2019 - 2019 (1 year)
Northwestern Mutual Wealth Management Company
2019 - 2019 (1 year)
Northwestern Mutual Life Insurance Company
2018 - 2019 (1 year)
Northwestern Mutual Investment Services
2018 - 2019 (1 year)
Unemployed
2016 - 2018 (2 years)
John H Stroger Hospital of Cook County
2012 - 2016 (4 years)
Cook County Hospital
2012 - 2016 (4 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
Verified by Warmer
Series 63, Series 66
Frisco, TX
Cetera
Series 63, Series 65, Series 66
Frisco, TX
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ChFC®
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Series 65
Corinth, TX
Tooth & Coin Wealth
Series 63, Series 65
Plano, TX
Gadiraju, Raju
Series 63
Addison, TX
Prudent Money Financial Services
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