# Michael Hodgson

> Michael Hodgson is a fee-only financial advisor at LVZ in Rock Hill, New York. LVZ reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** LVZ
- **Based in:** Rock Hill, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.13B across 5,879 accounts
- **CRD:** 4648088 (https://adviserinfo.sec.gov/individual/summary/4648088)
- **SEC registration:** Investment adviser representative in NY, OH
- **Exams passed:** Series 63 (2015), Series 65 (2007)
- **Firm size:** 24 employees
- **Disclosures:** None reported
- **Website:** https://www.lvzadvisors.com/

## Frequently asked questions

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

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

### Where is Michael Hodgson based?

Michael Hodgson is based in Rock Hill, New York.

### Is Michael Hodgson registered with the SEC?

Yes. Michael Hodgson is registered as an investment adviser representative in NY and OH (CRD 4648088), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does LVZ manage?

LVZ reports $1.13B across 5,879 accounts in assets under management.

### How do I contact Michael Hodgson?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4648088): 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.