Michael Halper
Flat-fee fiduciary planning for individuals and families, covering retirement, taxes, investments, stock options and digital assets.
Strateon Intelligent Wealth · Simi Valley, California
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.
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Specialties
Who they serve
- High earners
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.
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 |
| Accepting new clients | Yes |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 7249605 |
| Exams passed | Series 65 (2019) · Series 66 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.strateonintelligentwealth.com |
How Michael's firm compares
- Ongoing planning starts at $6,000 a year, in line with the California median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $9,000, above the California median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $375, above the California median of $300 for fee-only firms that publish prices.
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Questions about Michael
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.
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
- Advice-Only Network listing : advice-only practices, no product sales
- Strateon Intelligent Wealth 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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