Michaela Herlihy is a CFP-designated registered investment advisor at Beacon Financial Planning, INC, based in Hyannis, MA, with 16 years of industry experience. Michaela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 324 clients with $390M 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 - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.0M | 0.70% |
| $7.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees may be negotiable.
Fee Estimator
Location
540 Main Street, Suite 14, Hyannis, MA, 02601
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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
Michaela owns ChoZenFam, an e-commerce business, since 2019. She spends about 10-20% of her time promoting the website via social media.
Employment History
Current Registrations
Beacon Financial Planning, INC
Previous Registrations
Beacon Financial Planning, INC.
Michael A. Schreiber & Associates
State Registrations1 state
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