Kevin Michels
Medicus Wealth Planning, Inc. · Draper, Utah
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.
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Specialties
Who they serve
- Physicians
- Tech employees
- Retirees
- Pre-retirees
- Early-career professionals
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 |
| Assets under management | $160.8M across 558 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, UT · CRD 6185260 |
| Exams passed | Series 63 (2013) · Series 65 (2014) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | medicuswealthplanning.com |
How Kevin's firm compares
- A one-time plan starts at $2,000, in line with the US median of $2,000 for fee-only firms that publish prices.
- The hourly rate is $300, in line with the US median of $300 for fee-only firms that publish prices.
- Medicus Wealth Planning, Inc.'s average account is about $288,000, from its Form ADV (assets managed divided by 558 accounts).
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Questions about Kevin
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Medicus Wealth Planning, 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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