Michael Laheta
Everyplan Financial · Round Rock, Texas
Michael Laheta is a fee-only financial advisor at Everyplan Financial in Round Rock, Texas. Everyplan Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Everyplan Financial |
|---|---|
| Based in | Round Rock, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.3M across 1 accounts |
| SEC registration | Investment adviser representative in TX · CRD 8027453 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | everyplan.money |
How Michael's firm compares
- Everyplan Financial's average account is about $1.3 million, from its Form ADV (assets managed divided by 1 accounts).
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Questions about Michael
Is Michael Laheta a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Everyplan Financial 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, Everyplan Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Laheta based?
Michael Laheta is based in Round Rock, Texas.
Is Michael Laheta registered with the SEC?
Yes. Michael Laheta is registered as an investment adviser representative in TX (CRD 8027453), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Everyplan Financial manage?
Everyplan Financial reports $1.3M across 1 accounts in assets under management.
How do I contact Michael Laheta?
Through Michael's website, everyplan.money.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Round Rock
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
- 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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