Michael Furois
The Planning Associates · Phoenix, Arizona
Michael Furois is a fee-only financial advisor at The Planning Associates in Phoenix, Arizona, who holds the CFP credential. Michael charges a percentage of assets, hourly fees and a one-time planning fee (one-time plans from $250 and $250 an hour) and focuses on retirement planning, divorce financial planning and pension planning.
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Specialties
Facts
| Firm | The Planning Associates |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model | Percentage of assets · Hourly · One-time planning fee |
| Fees (firm's website) | One-time plans from $250 · $250 an hour · 1.2% a year on the first tier of assets managed |
| Assets under management | $32.2M across 53 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, IN · CRD 2225743 |
| Exams passed | Series 65 (1992) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.theplanningassociates.com |
How Michael's firm compares
- A one-time plan starts at $250, below the Arizona median of $1,650 for fee-only firms that publish prices.
- The hourly rate is $250, below the US median of $300 for fee-only firms that publish prices.
- The Planning Associates's average account is about $608,000, from its Form ADV (assets managed divided by 53 accounts).
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Questions about Michael
Is Michael Furois a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and The Planning Associates 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 charges a percentage of assets, hourly fees and a one-time planning fee.
How much does Michael charge?
According to The Planning Associates's website, checked October 30, 2026: one-time plans from $250; $250 an hour; 1.2% a year on the first tier of assets managed.
Where is Michael Furois based?
Michael Furois is based in Phoenix, Arizona.
What does Michael specialize in?
Michael's specialties include retirement planning, divorce financial planning and pension planning.
What credentials does Michael Furois hold?
Michael Furois holds the CFP credential.
Is Michael Furois registered with the SEC?
Yes. Michael Furois is registered as an investment adviser representative in AZ and IN (CRD 2225743), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Planning Associates manage?
The Planning Associates reports $32.2M across 53 accounts in assets under management.
How do I contact Michael Furois?
Through Michael's website, www.theplanningassociates.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
- The Planning Associates 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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