Michael Finer
Finer Wealth Management · Salem, Massachusetts
Michael Finer is a fee-only financial advisor at Finer Wealth Management in Salem, Massachusetts, who holds the CFP credential. Finer Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Finer Wealth Management |
|---|---|
| Based in | Salem, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $305.8M across 777 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, MA, NH, TX · CRD 2657455 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.finertaxes.com |
| Profile |
How Michael's firm compares
- Finer Wealth Management's average account is about $394,000, from its Form ADV (assets managed divided by 777 accounts).
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Questions about Michael
Is Michael Finer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Finer 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, Finer Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Finer based?
Michael Finer is based in Salem, Massachusetts.
What credentials does Michael Finer hold?
Michael Finer holds the CFP credential.
Is Michael Finer registered with the SEC?
Yes. Michael Finer is registered as an investment adviser representative in AZ, MA, NH and TX (CRD 2657455), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Finer Wealth Management manage?
Finer Wealth Management reports $305.8M across 777 accounts in assets under management.
How do I contact Michael Finer?
Through Michael's website, www.finertaxes.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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