# Michael Hall

> Michael Hall is a fee-only financial advisor at Core Wealth Partners in Santa Rosa, California, who holds the CFP and ChFC credentials. Core Wealth Partners reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/michael-hall-2261130/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Core Wealth Partners
- **Based in:** Santa Rosa, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $393.2M across 840 accounts
- **Credentials:** CFP, ChFC
- **CRD:** 2261130 (https://adviserinfo.sec.gov/individual/summary/2261130)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2012), Series 65 (1996)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.corewealthpartners.com

## Frequently asked questions

### Is Michael Hall a fee-only financial advisor?

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

### Where is Michael Hall based?

Michael Hall is based in Santa Rosa, California.

### What credentials does Michael Hall hold?

Michael Hall holds the CFP and ChFC credentials.

### Is Michael Hall registered with the SEC?

Yes. Michael Hall is registered as an investment adviser representative in CA (CRD 2261130), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Core Wealth Partners manage?

Core Wealth Partners reports $393.2M across 840 accounts in assets under management.

### How do I contact Michael Hall?

Through Michael's website, www.corewealthpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2261130): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.