Michael Ball
Ball Wealth Management · Atlanta, Georgia
Michael Ball is a fee-only financial advisor at Ball Wealth Management in Atlanta, Georgia. Michael focuses on retirement planning, estate & legacy planning and tax planning. Ball Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Ball Wealth Management |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $86.3M across 171 accounts |
| SEC registration | Investment adviser representative in FL, GA, LA · CRD 4653332 |
| Exams passed | Series 65 (2013) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.ballwealthmgt.com |
How Michael's firm compares
- Ball Wealth Management's average account is about $504,000, from its Form ADV (assets managed divided by 171 accounts).
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Questions about Michael
Is Michael Ball a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Ball Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Ball Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Michael Ball based?
Michael Ball is based in Atlanta, Georgia.
What does Michael specialize in?
Michael's specialties include retirement planning, estate & legacy planning, tax planning, divorce financial planning and small business owners.
Is Michael Ball registered with the SEC?
Yes. Michael Ball is registered as an investment adviser representative in FL, GA and LA (CRD 4653332), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Ball Wealth Management manage?
Ball Wealth Management reports $86.3M across 171 accounts in assets under management.
How do I contact Michael Ball?
Through Michael's website, www.ballwealthmgt.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
- Ball Wealth Management 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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