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    Paladin Research Report For:

    Michael Finer

    Finer Wealth Management, Inc.

    CERTIFIED FINANCIAL PLANNER" Certificant
    530 Loring Avenue, Suite 302
    Salem, MA 01970
    978-740-1011
    Visit Website
    www.finer.com

    About Michael Finer

    See Disclosures

    General Information

    Firm Start Year
    • 1996
    No. of Employees
    • 5-9
    CRD#
    • 2657455
    Firm CRD#
    • 129887
    Name of Broker/Dealer
    • Schwab Institutional
    Name of Custodial Firm
    • Schwab Institutional
    States Licensed in
    • CFP, Massachusetts, 76812
    Years of Experience in Financial Services
    • 20
    Number of Years with Current Firm
    • 20
    Work Experience
    • 20 Years+ experience
    Work with the following types of clients
    • Non-Profit Organizations, Individual Investors, Businesses, Military Veterans

    Compliance

    Registered Investment Advisor
    • Yes
    Investment Advisor Representative
    • Yes
    Compliance Disclosures in Last 5 years
    • Have a clean record
    Criminal Disclosures in Last 5 years
    • Have a clean record

    Qualifications & Membership

    Certifications, Accreditations & Designations
    • CERTIFIED FINANCIAL PLANNER" Certificant
    Insurance and Annuity Licenses
    • Life
    Financial Organization Memberships
    • American Institute of Certified Public Accountants (AICPA)
    Non-Financial Organization Memberships
    • American Legion Sons of Italy

    Firm Information

    Firm's Number of Clients
    • 81
    Firm's Number of Planning Clients
    • 30
    Firm's Number of Managed Clients
    • 81
    Assets Managed by Firm
    • Yes
    Total Assets Under Management by Advisor
    • $85,000,000

    Compensation and Fees

    Fee Structure
    • Fee-Only
    Minimum Portfolio Size for New Managed Accounts
    • 250,000
    Fee % Based on Assets
    • 0.50%-1.0%

    Disclosures

    PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

    Additional Detailed Disclosures
    https://www.paladinregistry.com/disclosure/1815654/paladinregistry-Finer-Wealth-Management,-Inc.-detailed-disclosure.html

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