# Kevin Michels

> Kevin Michels is a fee-only financial advisor at Medicus Wealth Planning, Inc. in Draper, Utah, who holds the CFP credential. Kevin charges a percentage of assets, hourly fees and a one-time planning fee (one-time plans from $2,000 and $300 an hour) and focuses on physicians & residents, retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/kevin-michels/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Medicus Wealth Planning, Inc.
- **Based in:** Draper, Utah
- **Fee model:** Percentage of assets; Hourly; One-time planning fee
- **Fees (firm's website):** one-time plans from $2,000; $300 an hour; 0.5%–1% a year of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $160.8M across 558 accounts
- **Credentials:** CFP
- **Specialties:** Physicians & residents, Retirement planning, Tax planning
- **Works with:** Physicians, Tech employees, Retirees, Pre-retirees, Early-career professionals
- **CRD:** 6185260 (https://adviserinfo.sec.gov/individual/summary/6185260)
- **SEC registration:** Investment adviser representative in TX, UT
- **Exams passed:** Series 63 (2013), Series 65 (2014)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://medicuswealthplanning.com

## Frequently asked questions

### Is Kevin Michels a fee-only financial advisor?

Yes. Kevin Michels is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kevin's firm.

### How does Kevin charge for financial advice?

Kevin charges a percentage of assets, hourly fees and a one-time planning fee.

### How much does Kevin charge?

According to Medicus Wealth Planning, Inc.'s website, checked October 28, 2026: one-time plans from $2,000; $300 an hour; 0.5%–1% a year of assets managed.

### Where is Kevin Michels based?

Kevin Michels is based in Draper, Utah.

### What does Kevin specialize in?

Kevin's specialties include physicians & residents, retirement planning and tax planning. Kevin works with physicians, tech employees, retirees, pre-retirees and early-career professionals.

### What credentials does Kevin Michels hold?

Kevin Michels holds the CFP credential.

### Is Kevin Michels registered with the SEC?

Yes. Kevin Michels is registered as an investment adviser representative in TX and UT (CRD 6185260), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Medicus Wealth Planning, Inc. manage?

Medicus Wealth Planning, Inc. reports $160.8M across 558 accounts in assets under management.

### How do I contact Kevin Michels?

Through Kevin's website, medicuswealthplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38923): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://medicuswealthplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.