MikeBreitfeller- Financial Advisor Wrightsville Beach, NC

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About Mike Breitfeller

At the core of our mission is a simple yet powerful idea: Discover Alignment. It's more than a tagline-it's the driving force behind how we bring clarity, cohesion, and efficiency to every relationship we build. True alignment happens when our team, our partners, and our clients come together with a shared purpose-when goals, values, philosophies, and cost structures are not just compatible but seamlessly integrated. By reducing friction in operations, strategy, and decision-making, we foster an environment where everyone is on the same team, working toward success collectively.

See Disclosures

General Information

Firm Start Year

2024

No. of Employees

CRD#

5716860

Firm CRD#

335020

Name of Custodial Firm

Schwab

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

2009-2025:Wealth Mgmt Advisor with Northwestern Mutual Investment Services
2025-Present: Investment Advisor Representative with The Breit Group, LLC

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 66, Series 7

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$75M

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$100m

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500K+

Compensation Methods

Based on Assets, Flat Fee

Fee % Based on Assets

.5-1%

Additional Details on Charges

All engagements are based on scope of services and planning designed to align cost appropriately with engagement. No out of the box pricing, everything is mutually agreed upon.

Minimum Fee Charged for Managed Accounts

$2500

Education

Bachelors of Science - Business Mgmt

University of North Carolina @ Wilmington
08/2005 -12/2009

Disclosures

https://www.thebreitgroup.com/disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1893047/paladinregistry-The-Breit-Group-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Mike Breitfeller

The Breit Group