Michael Associates, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
34
62% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
34
Average account size
$0
About
Michael Associates, LLC provides personalized, fee-only financial planning, tax planning, and related advisory services to individuals, trusts, and estates. The firm operates as a small, solo-practitioner practice and delivers written evaluations such as net worth statements and periodic reviews as part of its engagements.
Its investment approach emphasizes strategic asset allocation with a core-satellite structure—primarily passive index and exchange-traded funds supplemented by active funds where appropriate—and portfolios may be globally diversified. Investment advice is provided on a non-discretionary basis: clients make final investment decisions and the firm executes trades only with client approval under a limited trading authorization, while custodians provide account custody and performance reporting.
Distinctive aspects include the firm’s accounting pedigree, with the lead adviser holding CPA and personal financial specialist credentials, and an integrated tax-preparation capability that can be included in planning or offered separately. The firm also departs from common independent-adviser practice by structuring fees on fixed or hourly terms rather than as a percentage of assets, and by not accepting commissions or performance-based compensation.
Client services
Financial planning
Tax planning services
Expertise
General retirement planning
General tax planning
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Fee options
Hourly rate for limited scope engagements and tax preparation is $250 per hour.
Minimum fee: Minimum fee for financial plan is $3,000; minimum annual fee for ongoing financial planning is $5,000; both fees are negotiable. Fee-only: Financial planning fees are fixed fees based on complexity; hourly planning engagements at $250/hour; tax preparation billed at $250/hour with a minimum fee of $750.
Main office location
Michael Associates, LLC
600 East 96 Th Street, Suite 505
Indianapolis IN 46240, United States
Number of offices
1
Most active in
Michael Associates, LLC has reported serving >5 clients in these states in the last 12 months.
Indiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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