W Wellspent Public advisor graph
Wellspent public graph/Advisors/Michael Clancey
Advisor

Michael Clancey

Fiduciary Counselling · St Paul, Minnesota

Michael Clancey is a fee-only financial advisor at Fiduciary Counselling in St Paul, Minnesota, who holds the CFA credential. Fiduciary Counselling reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only CFA

Request an introduction to Michael →

Facts

FirmFiduciary Counselling
Based in St Paul, Minnesota
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Assets under management$10.06B across 1,761 accounts
CredentialsCFA
SEC registration Investment adviser representative in MN, TX · CRD 5441934
Exams passedSeries 63 (2007)
Firm size87 employees
Disclosures None reported

How Michael's firm compares

  • Fiduciary Counselling's average account is about $5.7 million, from its Form ADV (assets managed divided by 1,761 accounts).

What fee-only advisors charge in Minnesota

Request an introduction to Michael

Tell Michael a little about what you're looking for. Michael isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.

Questions about Michael

Is Michael Clancey a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Fiduciary Counselling 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, Fiduciary Counselling, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is Michael Clancey based?

Michael Clancey is based in St Paul, Minnesota.

What credentials does Michael Clancey hold?

Michael Clancey holds the CFA credential.

Is Michael Clancey registered with the SEC?

Yes. Michael Clancey is registered as an investment adviser representative in MN and TX (CRD 5441934), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Fiduciary Counselling manage?

Fiduciary Counselling reports $10.06B across 1,761 accounts in assets under management.

How do I contact Michael Clancey?

Contact details aren't on file yet. Search for Fiduciary Counselling.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in St Paul

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.

See something wrong? Request a correction. Read our methodology.