Michael Sanson
Advisor at Cetera
Updated today
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
Cetera
Location
Midlothian, VA 23113
Credentials
CFP®, Series 63, Series 65
Industry experience
36 years
About
Michael Sanson is a CFP® professional with 36 years of experience in the financial industry, currently affiliated with Cetera. His career includes long-term roles at Virginia Asset Management and Securian Financial Services, along with involvement in private equity investing through Ssk Gc3 LLC. Outside of his advisory work, he serves as an officer of Lane Sanson - Home Eclectique Inc., a sales business. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.
Client services
Based on Cetera
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Based on Cetera
Wealth management
Tax-loss harvesting
Retirement plans for business owners (SEP, solo 401k)
Charitable giving & philanthropy
Fee options
Flat fees for financial planning and consulting negotiated with client
$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)
Hourly consulting and financial planning rates negotiated with client
Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case
Location
130 Wylderose Dr
Midlothian, VA 23113
Most active in
Michael S has reported serving >5 clients in these states in the last 12 months.
Puerto Rico · Texas · Virginia
Work history
Ssk Gc3 Llc
2024 - Present (2 years)
Rosa & Sanson Vqs, Llc,
2023 - Present (3 years)
Cetera
2023 - Present (3 years)
Cetera Wealth Services, LLC
2023 - Present (3 years)
3402 Parkwood Avenue Llc
2017 - Present (9 years)
Select Brokers, Llc
2006 - Present (20 years)
Virginia Asset Management
1988 - Present (38 years)
Minnesota Mutual Life
1988 - Present (38 years)
Securian Financial Services, Inc.
1988 - 2023 (35 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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.
Daniel D
Series 63, Series 66
Moseley, VA
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Jb B
Series 63, Series 65
Richmond, VA
J. B. Bryan Financial Group, Inc.
Charan M
Series 63, Series 65
Powhatan, VA
Manektala Investment Advisory Services Inc.
John H
CFP®, Series 66
Moseley, VA
Swift Creek Wealth Management
Bradley C
Series 65
Midlothian, VA
Carnahan Capital Management, LLC
Randy K
Series 66
Chesterfield, VA
NorthStar Wealth Management LLC
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