MP
CFP
MP
CFP

Michael Prestifilippo

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

89 Headquarters Plaza, Suite 1443, Morristown, NJ, 07960

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michael is an advisor at WealthPlan Partners, a registered investment advisory firm, where he conducts fee-based asset management. He also engages in insurance sales through WealthPlan Partners, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
June 2024 - Present · 1 yr 8 mos
Wealthplan Partners
June 2020 - Present · 5 yrs 8 mos
Previous Registrations
Securities America, INC.Broker
June 2020 - June 2024 · 4 yrs
Fidelity Personal and Workplace Advisors
July 2018 - May 2020 · 1 yr 10 mos
Strategic Advisers LLC
January 2011 - July 2018 · 7 yrs 6 mos
Fidelity Brokerage Services LLCBroker
September 2008 - May 2020 · 11 yrs 8 mos
State Registrations7 states
CAFLNCNJNYOHPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Michael Prestifilippo - Financial Advisor | TrueAdvisor