Michael Puckett is a CFP-designated registered investment advisor at Cfg Wealth Management Services INC, based in Indianapolis, IN, with 21 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 64 clients with $98M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Location
9840 Westpoint Drive, Suite 150, Indianapolis, IN, 46256
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michael is a managing member of MDP Professional Services, LLC, which provides outsourced financial planning services. He dedicates about half to nearly full-time to this business.
Employment History
Current Registrations
Cfg Wealth Management Services INC
Previous Registrations
Cfg Wealth Management Services INC
State Registrations4 states
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