Michael Smurl
Michael Smurl is a CFA-designated registered investment advisor at Integrity Financial Planning, LLC, based in Katy, TX, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 14 clients with $4.1M 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 - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees negotiable for accounts over $10,000,001. An additional 0.50% annual fee applies for managed option overlay strategies.
Fee Estimator
Location
Katy, TX
Get directionsHistory
Regulatory History (2)
Financial
September 2019Financial
June 2019Other Business Activities
Michael provides WealthTech consulting through F2 Strategy and works as a specialist with Apple Inc. These activities take about 10-20% of his time.
Employment History
Current Registrations
Integrity Financial Planning, LLC
Previous Registrations
City National Rochdale
Rim Securities LLCBroker
Mercer Allied Company, L.P.Broker
The Ayco Company,l.p.
Ascendant Advisors, LLC
Compass Brokerage, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
First Commercial Investments, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations2 states
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.