Michael Cermak
ProffittGoodson Private Wealth · Knoxville, Tennessee
Michael Cermak is a fee-only financial advisor at ProffittGoodson Private Wealth in Knoxville, Tennessee, who holds the CFA credential. Michael focuses on family wealth transfer, retirement planning and estate & legacy planning. ProffittGoodson Private Wealth reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Founders
- Retirees
- Divorced individuals
Facts
| Firm | ProffittGoodson Private Wealth |
|---|---|
| Based in | Knoxville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $797.7M across 971 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NC, TN, TX, VA · CRD 6542322 |
| Exams passed | Series 65 (2015) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.proffittgoodson.com |
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Questions about Michael
Is Michael Cermak a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and ProffittGoodson Private Wealth 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, ProffittGoodson Private Wealth, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Michael Cermak based?
Michael Cermak is based in Knoxville, Tennessee.
What does Michael specialize in?
Michael's specialties include family wealth transfer, retirement planning, estate & legacy planning, founders (pre-exit) and divorce financial planning. Michael works with multi-generational families, founders, retirees and divorced individuals.
What credentials does Michael Cermak hold?
Michael Cermak holds the CFA credential.
Is Michael Cermak registered with the SEC?
Yes. Michael Cermak is registered as an investment adviser representative in NC, TN, TX and VA (CRD 6542322), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does ProffittGoodson Private Wealth manage?
ProffittGoodson Private Wealth reports $797.7M across 971 accounts in assets under management.
How do I contact Michael Cermak?
Through Michael's website, www.proffittgoodson.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
- ProffittGoodson Private Wealth 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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