# Michael Halper > Michael Halper is a fee-only financial advisor at Strateon Intelligent Wealth in Simi Valley, California, who holds the CFP credential. Michael charges a subscription, a one-time planning fee and hourly fees (ongoing planning from $6,000 a year and one-time plans from $9,000) and focuses on retirement planning, tax planning and estate & legacy planning. Page: https://find.wellspent.co/advisors/michael-halper/ Built from public directory listings; last checked October 30, 2026. ## Facts - **Firm:** Strateon Intelligent Wealth - **Based in:** Simi Valley, California - **Fee model:** Subscription; One-time planning fee; Hourly - **Fees (firm's website):** ongoing planning from $6,000 a year; one-time plans from $9,000; $375 an hour - **Fees (Advice-Only Network profile):** subscription $500 a month; subscription $1,500 a quarter; subscription $6,000 a year; one-time plans $7,500; $375 an hour - **Works virtually:** Yes (firm's website) - **Accepting new clients:** Yes (firm's website) - **Credentials:** CFP - **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Crypto & digital assets, Flat-fee planning - **Works with:** High earners - **CRD:** 7249605 (https://adviserinfo.sec.gov/individual/summary/7249605) - **SEC registration:** Investment adviser representative in CA, TX - **Exams passed:** Series 65 (2019), Series 66 (2019) - **Firm size:** 1 employee - **Disclosures:** None reported - **Website:** https://www.strateonintelligentwealth.com ## About Mike Halper is a flat-fee fiduciary planner and the founder of Strateon Intelligent Wealth. He works mainly with individuals and families who want advanced planning without the traditional percentage-of-assets or commission models. His only pay is the planning fee agreed with each client, and his work covers retirement planning, investment allocation, tax planning, Bitcoin and cryptocurrency allocations and stock options. Mike is a CFP® professional with a Master of Science in Personal Financial Planning and digital asset credentials including CBDA and CDAA. He is a member of the FPA, NAPFA, the Advice-Only Network, the Flat Fee Advisors network, the Fee-Only Network and PlannerDAO. He enjoys the mix of math, strategy and human connection in planning, and he started Strateon to offer objective advice without product sales or hidden incentives. ## Frequently asked questions ### Is Michael Halper a fee-only financial advisor? Yes. Michael Halper is listed in the 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) and the Advice-Only Network (advice-only practices, no product sales). SEC records as of October 29, 2026 show no broker registration and no commission compensation reported by Michael's firm. ### How does Michael charge for financial advice? Michael charges a subscription, a one-time planning fee and hourly fees. ### How much does Michael charge? According to Strateon Intelligent Wealth's website, checked October 30, 2026: ongoing planning from $6,000 a year; one-time plans from $9,000; $375 an hour. ### Does Michael work with clients virtually? Yes. Strateon Intelligent Wealth says on its website that it works with clients remotely. ### Where is Michael Halper based? Michael Halper is based in Simi Valley, California. ### What does Michael specialize in? Michael's specialties include retirement planning, tax planning, estate & legacy planning, crypto & digital assets and flat-fee planning. Michael works with high earners. ### What credentials does Michael Halper hold? Michael Halper holds the CFP credential. ### Is Michael Halper registered with the SEC? Yes. Michael Halper is registered as an investment adviser representative in CA and TX (CRD 7249605), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. ### How do I contact Michael Halper? Through Michael's website, www.strateonintelligentwealth.com. ## Sources - SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7249605): 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 - Advice-Only Network listing: advice-only practices, no product sales - SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026 - The firm's website (https://www.strateonintelligentwealth.com/): specialties, clients served, and fees, checked October 30, 2026 --- Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.