Michael Macke
Wealth 73 · Jacksonville, Florida
Michael Macke is a fee-only financial advisor at Wealth 73 in Jacksonville, Florida, who holds the CFP credential. Michael charges a flat fee or retainer, an ongoing planning fee, a one-time planning fee and a percentage of assets (ongoing planning from $4,200 a year and one-time plans from $4,200) and focuses on tax planning, retirement planning and estate & legacy planning.
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Specialties
Who they serve
- High earners
Facts
| Firm | Wealth 73 |
|---|---|
| Based in | Jacksonville, Florida |
| Fee model | Flat fee or retainer · Ongoing planning fee · One-time planning fee · Percentage of assets |
| Fees (firm's website) | Ongoing planning from $4,200 a year · One-time plans from $4,200 · 0.6% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $25.8M across 90 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 4178383 |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.wealth73.com |
| Profile |
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Questions about Michael
Is Michael Macke a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Wealth 73 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 charges a flat fee or retainer, an ongoing planning fee, a one-time planning fee and a percentage of assets.
How much does Michael charge?
According to Wealth 73's website, checked October 30, 2026: ongoing planning from $4,200 a year; one-time plans from $4,200; 0.6% a year on the first tier of assets managed.
Where is Michael Macke based?
Michael Macke is based in Jacksonville, Florida.
What does Michael specialize in?
Michael's specialties include tax planning, retirement planning, estate & legacy planning and flat-fee planning. Michael works with high earners.
What credentials does Michael Macke hold?
Michael Macke holds the CFP credential.
Is Michael Macke registered with the SEC?
Yes. Michael Macke is registered as an investment adviser representative in FL (CRD 4178383), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Wealth 73 manage?
Wealth 73 reports $25.8M across 90 accounts in assets under management.
How do I contact Michael Macke?
Through Michael's website, www.wealth73.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
- Wealth 73 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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