# Michael Kozak

> Michael Kozak is a fee-only financial advisor at BlueDoor Private Wealth in Beverly, Massachusetts, who holds the CFP credential. Michael focuses on tax planning, retirement planning and small business owners. BlueDoor Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michael-kozak/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** BlueDoor Private Wealth
- **Based in:** Beverly, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $337.3M across 432 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Retirement planning, Small business owners
- **CRD:** 4181027 (https://adviserinfo.sec.gov/individual/summary/4181027)
- **SEC registration:** Investment adviser representative in CO, FL, MA, NH, TX
- **Exams passed:** Series 66 (2000)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.bluedoorprivate.com

## Frequently asked questions

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

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

### Where is Michael Kozak based?

Michael Kozak is based in Beverly, Massachusetts.

### What does Michael specialize in?

Michael's specialties include tax planning, retirement planning and small business owners.

### What credentials does Michael Kozak hold?

Michael Kozak holds the CFP credential.

### Is Michael Kozak registered with the SEC?

Yes. Michael Kozak is registered as an investment adviser representative in CO, FL, MA, NH and TX (CRD 4181027), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does BlueDoor Private Wealth manage?

BlueDoor Private Wealth reports $337.3M across 432 accounts in assets under management.

### How do I contact Michael Kozak?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4181027): 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
- The firm's website (https://bluedoorprivate.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.