Danny Michael
Satori Wealth Management Inc. · San Diego, California
Danny Michael is a fee-only financial advisor at Satori Wealth Management Inc. in San Diego, California, who holds the CFP and RLP credentials. Danny focuses on retirement planning, tax planning and estate & legacy planning. Satori Wealth Management Inc. reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Satori Wealth Management Inc. |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $74.7M across 127 accounts |
| Credentials | CFP · RLP |
| SEC registration | Investment adviser representative in CA · CRD 4256559 |
| Exams passed | Series 65 (2001) · Series 63 (2001) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | satoriwealth.com |
| Profile |
How Danny's firm compares
- Satori Wealth Management Inc.'s average account is about $588,000, from its Form ADV (assets managed divided by 127 accounts).
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Questions about Danny
Is Danny Michael a fee-only financial advisor?
Yes. Danny Michael is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Danny's firm.
How does Danny charge for financial advice?
Danny's firm, Satori Wealth Management Inc., reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Danny Michael based?
Danny Michael is based in San Diego, California.
What does Danny specialize in?
Danny's specialties include retirement planning, tax planning and estate & legacy planning. Danny works with retirees and pre-retirees.
What credentials does Danny Michael hold?
Danny Michael holds the CFP and RLP credentials.
Is Danny Michael registered with the SEC?
Yes. Danny Michael is registered as an investment adviser representative in CA (CRD 4256559), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Satori Wealth Management Inc. manage?
Satori Wealth Management Inc. reports $74.7M across 127 accounts in assets under management.
How do I contact Danny Michael?
Through Danny's website, satoriwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Satori Wealth Management Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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