# Michael McCormick

> Michael McCormick is a fee-only financial advisor at Mccormick Financial Advisors in Bozeman, Montana. Mccormick Financial Advisors reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Mccormick Financial Advisors
- **Based in:** Bozeman, Montana
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $84.8M across 176 accounts
- **CRD:** 5481003 (https://adviserinfo.sec.gov/individual/summary/5481003)
- **SEC registration:** Investment adviser representative in MT
- **Exams passed:** Series 66 (2008)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.mccormickfinancialadvisors.com

## Frequently asked questions

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

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

### Where is Michael McCormick based?

Michael McCormick is based in Bozeman, Montana.

### Is Michael McCormick registered with the SEC?

Yes. Michael McCormick is registered as an investment adviser representative in MT (CRD 5481003), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Mccormick Financial Advisors manage?

Mccormick Financial Advisors reports $84.8M across 176 accounts in assets under management.

### How do I contact Michael McCormick?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5481003): 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.