Michael George
Watts Capital · New York, New York
Michael George is a fee-only financial advisor at Watts Capital in New York, New York. Michael focuses on tax planning, divorce financial planning and small business owners. Watts Capital reports charging a percentage of assets and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Divorced individuals
- Founders
Facts
| Firm | Watts Capital |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Accepting new clients | Yes |
| Assets under management | $75.0M across 227 accounts |
| SEC registration | Investment adviser representative in NY · CRD 220914 |
| Exams passed | Series 63 (1992) · Series 65 (1996) · Series 66 (2007) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.wattscapital.com |
| Profile |
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Questions about Michael
Is Michael George a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Watts Capital 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, Watts Capital, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Michael George based?
Michael George is based in New York, New York.
What does Michael specialize in?
Michael's specialties include tax planning, divorce financial planning, small business owners and estate & legacy planning. Michael works with divorced individuals and founders.
Is Michael George registered with the SEC?
Yes. Michael George is registered as an investment adviser representative in NY (CRD 220914), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Watts Capital manage?
Watts Capital reports $75.0M across 227 accounts in assets under management.
How do I contact Michael George?
Through Michael's website, www.wattscapital.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
- Watts Capital 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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