MF
CFP · ChFC
MF
CFP · ChFC

Michael Finn

11 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
347 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$936.4M

Fee Structure

Minimum Investment:$400K
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Location

99 Derby Street, Suite 100, Hingham, MA, 02043

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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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Employment History
Current Registrations
One Charles Private Wealth
February 2024 - Present · 2 yrs
Previous Registrations
Journey Wealth Partners
January 2023 - January 2024 · 1 yr
Royal Alliance Associates, INC.
May 2021 - September 2022 · 1 yr 4 mos
Royal Alliance Associates, INC.Broker
May 2021 - September 2022 · 1 yr 4 mos
LPL Financial LLC
March 2017 - May 2021 · 4 yrs 2 mos
LPL Financial LLCBroker
March 2017 - May 2021 · 4 yrs 2 mos
Columbia Management Investment Advisers, LLC
August 2014 - February 2017 · 2 yrs 6 mos
Columbia Management Investment Distributors, INC.Broker
June 2014 - February 2017 · 2 yrs 8 mos
Fidelity Brokerage Services LLCBroker
August 2013 - May 2014 · 9 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.