Michael Haubrich
Financial Service Group, Inc. · Mount Pleasant, Wisconsin
Michael Haubrich is a fee-only financial advisor at Financial Service Group, Inc. in Mount Pleasant, Wisconsin, who holds the CFP and CSA credentials. Michael charges an ongoing planning fee (ongoing planning from $6,000 a year) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Pre-retirees
- Multi-generational families
Facts
| Firm | Financial Service Group, Inc. |
|---|---|
| Based in | Mount Pleasant, Wisconsin |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $6,000 a year |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $215.0M across 645 accounts |
| Credentials | CFP · CSA |
| SEC registration | Investment adviser representative in AZ, WI · CRD 1092140 |
| Exams passed | Series 63 (1983) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | toyourwealth.com |
How Michael's firm compares
- Ongoing planning starts at $6,000 a year, above the Wisconsin median of $3,000 for fee-only firms that publish prices.
- Financial Service Group, Inc.'s average account is about $333,000, from its Form ADV (assets managed divided by 645 accounts).
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Questions about Michael
Is Michael Haubrich a fee-only financial advisor?
Yes. Michael Haubrich is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Michael's firm.
How does Michael charge for financial advice?
Michael charges an ongoing planning fee.
How much does Michael charge?
According to Financial Service Group, Inc.'s website, checked October 28, 2026: ongoing planning from $6,000 a year.
Does Michael work with clients virtually?
Yes. Financial Service Group, Inc. says on its website that it works with clients remotely.
Where is Michael Haubrich based?
Michael Haubrich is based in Mount Pleasant, Wisconsin.
What does Michael specialize in?
Michael's specialties include retirement planning, tax planning and estate & legacy planning. Michael works with pre-retirees and multi-generational families.
What credentials does Michael Haubrich hold?
Michael Haubrich holds the CFP and CSA credentials.
Is Michael Haubrich registered with the SEC?
Yes. Michael Haubrich is registered as an investment adviser representative in AZ and WI (CRD 1092140), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Financial Service Group, Inc. manage?
Financial Service Group, Inc. reports $215.0M across 645 accounts in assets under management.
How do I contact Michael Haubrich?
Through Michael's website, toyourwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Financial Service Group, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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