Michael Mainland
Mainland Financial · Sarasota, Florida
Michael Mainland is a fee-only financial advisor at Mainland Financial in Sarasota, Florida, who holds the CFP credential. Mainland Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Mainland Financial |
|---|---|
| Based in | Sarasota, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $41.6M across 39 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, FL · CRD 2607917 |
| Exams passed | Series 63 (1995) · Series 65 (1998) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Michael's firm compares
- Mainland Financial's average account is about $1.1 million, from its Form ADV (assets managed divided by 39 accounts).
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Questions about Michael
Is Michael Mainland a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Mainland 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, Mainland Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Michael Mainland based?
Michael Mainland is based in Sarasota, Florida.
What credentials does Michael Mainland hold?
Michael Mainland holds the CFP credential.
Is Michael Mainland registered with the SEC?
Yes. Michael Mainland is registered as an investment adviser representative in CA and FL (CRD 2607917), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mainland Financial manage?
Mainland Financial reports $41.6M across 39 accounts in assets under management.
How do I contact Michael Mainland?
Contact details aren't on file yet. Search for Mainland Financial.
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
- 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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