Michael Garry is a CFP-designated registered investment advisor at Yardley Wealth Management LLC, based in Yardley, PA, with 22 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 178 clients with $190M 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 | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable. Existing clients may have different fee schedules.
Fee Estimator
Contact
Michael Garry
Location
37 S. Main Street, Yardley, PA, 19067
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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 and attorney for Yardley Estate Planning, LLC, providing legal services related to wealth transfer. This non-investment related activity takes a few hours per week.
Employment History
Current Registrations
Yardley Wealth Management LLC
Previous Registrations
Global Investment Management
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Michael is a frequent expert contributor to financial publications, and has been quoted inThe Wall Street JournalMoney Magazine, Kiplinger's, BusinessWeek.com, CNNMoney.com, Consumer Reports Money Advisor and many other publications. As the Managing Member of Yardley Wealth Management, LLC, Michael Garry is a CERTIFIED FINANCIAL PLANNER™ practitioner, and a member of the Financial Planning Association (FPA). In addition, he is a NAPFA-registered Financial Advisor. Married for over 20 years, Michael and his wife have three daughters. He has coached several of his daughters' Yardley Makefield Soccer (YMS), and YMCA soccer and basketball teams, and he has completed the Philadelphia Marathon, the Philadelphia Distance Run, the Broad Street Run, the American Cancer Society Bike-a-thon, the Irish Pub's Tour De Shore charity ride and the Philadelphia and Marsh Creek Triathlons. He finished the Quakerman Half Triathlon, which is a 71 mile race (1.2 mile swim, 56.7 mile bike, and 13.1 mile run), winning the Clydesdale division.