Carey Tafelsky
Old Mission Investment · Traverse City, Michigan
Carey Tafelsky is a fee-only financial advisor at Old Mission Investment in Traverse City, Michigan, who holds the CFP credential. Carey focuses on retirement planning and family wealth transfer. Old Mission Investment reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Early-career professionals
Facts
| Firm | Old Mission Investment |
|---|---|
| Based in | Traverse City, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $929.0M across 2,002 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI · CRD 6456688 |
| Exams passed | Series 65 (2015) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.omico.net |
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Questions about Carey
Is Carey Tafelsky a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carey holds no broker registration, and Old Mission Investment reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carey charge for financial advice?
Carey's firm, Old Mission Investment, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Carey Tafelsky based?
Carey Tafelsky is based in Traverse City, Michigan.
What does Carey specialize in?
Carey's specialties include retirement planning and family wealth transfer. Carey works with multi-generational families and early-career professionals.
What credentials does Carey Tafelsky hold?
Carey Tafelsky holds the CFP credential.
Is Carey Tafelsky registered with the SEC?
Yes. Carey Tafelsky is registered as an investment adviser representative in MI (CRD 6456688), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Old Mission Investment manage?
Old Mission Investment reports $929.0M across 2,002 accounts in assets under management.
How do I contact Carey Tafelsky?
Through Carey's website, www.omico.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Old Mission Investment website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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