Joseph Sweeney
Sweeney & Michel · Chico, California
Joseph Sweeney is a fee-only financial advisor at Sweeney & Michel in Chico, California, who holds the CFP credential. Joseph focuses on retirement planning, tax planning and estate & legacy planning. Sweeney & Michel reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Sweeney & Michel |
|---|---|
| Based in | Chico, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $752.6M across 1,571 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4968553 |
| Exams passed | Series 66 (2010) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | sweeneymichel.com |
How Joseph's firm compares
- Sweeney & Michel's average account is about $479,000, from its Form ADV (assets managed divided by 1,571 accounts).
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Questions about Joseph
Is Joseph Sweeney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Sweeney & Michel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Sweeney & Michel, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Sweeney based?
Joseph Sweeney is based in Chico, California.
What does Joseph specialize in?
Joseph's specialties include retirement planning, tax planning, estate & legacy planning and divorce financial planning.
What credentials does Joseph Sweeney hold?
Joseph Sweeney holds the CFP credential.
Is Joseph Sweeney registered with the SEC?
Yes. Joseph Sweeney is registered as an investment adviser representative in CA (CRD 4968553), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sweeney & Michel manage?
Sweeney & Michel reports $752.6M across 1,571 accounts in assets under management.
How do I contact Joseph Sweeney?
Through Joseph's website, sweeneymichel.com.
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
- Sweeney & Michel 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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