Michael McCormick
Mccormick Financial Advisors · Bozeman, Montana
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.
Request an introduction to Michael →
Facts
| Firm | Mccormick Financial Advisors |
|---|---|
| Based in | Bozeman, Montana |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $84.8M across 176 accounts |
| SEC registration | Investment adviser representative in MT · CRD 5481003 |
| Exams passed | Series 66 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.mccormickfinancialadvisors.com |
How Michael's firm compares
- Mccormick Financial Advisors's average account is about $482,000, from its Form ADV (assets managed divided by 176 accounts).
Request an introduction to Michael
Tell Michael a little about what you're looking for. Michael isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Michael
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.
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.
See something wrong? Request a correction. Read our methodology.