Michael Mustian
Soaring Investment Management · Mint Hill, North Carolina
Michael Mustian is a fee-only financial advisor at Soaring Investment Management in Mint Hill, North Carolina, who holds the CFP credential. Soaring Investment Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Soaring Investment Management |
|---|---|
| Based in | Mint Hill, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $112.5M across 464 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, NC, OR, TX · CRD 6646857 |
| Exams passed | Series 63 (2024) · Series 66 (2016) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.soaringinvestmentmanagement.com |
How Michael's firm compares
- Soaring Investment Management's average account is about $242,000, from its Form ADV (assets managed divided by 464 accounts).
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Questions about Michael
Is Michael Mustian a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Soaring Investment Management 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, Soaring Investment Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Michael Mustian based?
Michael Mustian is based in Mint Hill, North Carolina.
What credentials does Michael Mustian hold?
Michael Mustian holds the CFP credential.
Is Michael Mustian registered with the SEC?
Yes. Michael Mustian is registered as an investment adviser representative in CA, NC, OR and TX (CRD 6646857), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Soaring Investment Management manage?
Soaring Investment Management reports $112.5M across 464 accounts in assets under management.
How do I contact Michael Mustian?
Through Michael's website, www.soaringinvestmentmanagement.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.
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