Michael Brady
Michael Brady & · Westlake, Ohio
Michael Brady is a fee-only financial advisor at Michael Brady & in Westlake, Ohio, who holds the CFP credential. Michael Brady & reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Michael Brady & |
|---|---|
| Based in | Westlake, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $248.6M across 614 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 1320686 |
| Exams passed | Series 63 (1985) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.mindsovermoney.com |
How Michael's firm compares
- Michael Brady &'s average account is about $405,000, from its Form ADV (assets managed divided by 614 accounts).
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Questions about Michael
Is Michael Brady a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Michael Brady & 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, Michael Brady &, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Michael Brady based?
Michael Brady is based in Westlake, Ohio.
What credentials does Michael Brady hold?
Michael Brady holds the CFP credential.
Is Michael Brady registered with the SEC?
Yes. Michael Brady is registered as an investment adviser representative in OH and TX (CRD 1320686), 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 Michael Brady & manage?
Michael Brady & reports $248.6M across 614 accounts in assets under management.
How do I contact Michael Brady?
Through Michael's website, www.mindsovermoney.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
- 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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