Michael Hall
Core Wealth Partners · Santa Rosa, California
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.
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Facts
| Firm | Core Wealth Partners |
|---|---|
| Based in | Santa Rosa, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $393.2M across 840 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in CA · CRD 2261130 |
| Exams passed | Series 63 (2012) · Series 65 (1996) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.corewealthpartners.com |
| Profile |
How Michael's firm compares
- Core Wealth Partners's average account is about $468,000, from its Form ADV (assets managed divided by 840 accounts).
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Questions about Michael
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.
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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