Satori Wealth Management, Inc.

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Total assets under management

$74,676,893

Total clients

58% high-net worth

Total advisors

of 3 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

Average account size

$2,262,936

About

Satori Wealth Management is an independent, single-advisor registered investment adviser that serves individuals and families and, less commonly for a firm of its type, employer-sponsored retirement plans including pension and profit‑sharing plans. The firm provides discretionary portfolio management, ongoing and project-based financial planning, and employee benefit plan services such as investment option selection, plan structure review, and participant education.

The firm tailors portfolios with written Investment Policy Statements that document goals, risk tolerance, and time horizon, and it primarily uses long‑term strategies informed by fundamental analysis and modern portfolio theory while recommending third‑party Outside Managers when appropriate. Portfolio management is typically discretionary with regular monitoring, and clients who engage the firm for investment management receive ongoing financial planning as part of the service.

What is distinctive about the firm is its explicit provision of pension consulting and Employee Benefit Plan Services in compliance with ERISA, including an acknowledgement of a Section 3(21) fiduciary role for plan-related work—capabilities that are relatively uncommon among solo independent advisers. The firm also requires use of a single qualified custodian for discretionary accounts and combines in‑house advice with the selective use and ongoing oversight of Outside Managers, which shapes its operational and custodial arrangements.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting

Fee options

Percentage

$0 - $1,000,000: 1.45% $1,000,001 - $2,000,000: 0.95% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.80% $10,000,001+: 0.75%

Other

Account minimum: $1,000,000 Fee-only: Ongoing Financial Planning Services: Annual fixed fee typically ranging between $20,000 and $60,000, paid quarterly in advance; Project-Based Financial Planning Services: One-time fixed fee typically ranging between $4,000 and $15,000

Main office location

Satori Wealth Management, Inc.

4660 La Jolla Village Drive, Suite 100

San Diego CA 92122-4604, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

Is not 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.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook YouTube Website (619) 305-0553

Advisors at this firm

Autumn V

CFP®

San Diego, CA

Satori Wealth Management, Inc.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting

Danny M

CFP®

San Diego, CA

Satori Wealth Management, Inc.

About Danny G. Michael, CFP®, RLP®, MSBA Retirement requires making decisions that will impact my clients for the rest of their lives. So the first thing I do is help them define for themselves what a fulfilling, deeply satisfying retirement looks like. Once they have complete clarity on what they want, I put my advanced degrees in finance and tax-planning to work getting that for them. It’s also important that my clients know I have no hidden agendas. As a Certified Financial Planner™ and Registered Life Planner®, I provide completely transparent retirement planning and my team acts 100% in their best interests. We make no commissions off the financial products clients invest in and we charge no hidden fees. For 20 years, I’ve led clients through the maze that is retirement planning and I love knowing that they’re fully enjoying this phase of their lives and not worrying whether or not their financial resources can support their most fulfilling retirement. There’s nothing worse than realizing after you retire that your planning was incomplete. Let’s work together so that you can enjoy the comfortable, confident retirement you’ve earned. Media Mentions: Bank Rate https://www.bankrate.com/personal-finance/smart-money/understand-how-inflation-impacts-your-life-with-personal-inflation-rate/ https://www.bankrate.com/personal-finance/how-to-write-a-will/ https://www.bankrate.com/financing/cd-rates/pros-and-cons-of-ira-cds/ Investment News https://money.usnews.com/money/retirement/baby-boomers/articles/how-to-retire HuffPost https://www.huffpost.com/entry/important-money-moves-experts_n_5c1d130ee4b05c88b6f81d52 https://www.huffpost.com/entry/401k-loan-rules-borrow_l_5d83e88ae4b0957256b3d417 Think Advisor https://www.thinkadvisor.com/2019/08/21/advisors-advice-top-11-retirement-planning-questions-clients-ask/ Family Wealth News http://abetterwaytoretire.com/Understanding_Your_Personal_Inflation_Rate.aspx Forbes https://www.forbes.com/sites/robertfarrington/2021/12/21/5-last-minute-financial-tips-for-the-end-of-2021/?sh=5b7c6fb31403

Wealth management General retirement planning General tax planning Baby Boomers (Born 1946-1964)

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