# Michael Poland

> Michael Poland is a fee-only financial advisor at Braeburn Wealth Management in Muskegon, Michigan. Michael focuses on retirement planning, estate & legacy planning and small business owners. Braeburn Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michael-poland/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Braeburn Wealth Management
- **Based in:** Muskegon, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $259.4M across 1,133 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Small business owners
- **Works with:** Retirees, Pre-retirees
- **CRD:** 1953230 (https://adviserinfo.sec.gov/individual/summary/1953230)
- **SEC registration:** Investment adviser representative in MI, TX
- **Exams passed:** Series 63 (1989), Series 65 (2003)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.braeburnwealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Braeburn Wealth 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, Braeburn Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Does Michael work with clients virtually?

Yes. Braeburn Wealth Management says on its website that it works with clients remotely.

### Where is Michael Poland based?

Michael Poland is based in Muskegon, Michigan.

### What does Michael specialize in?

Michael's specialties include retirement planning, estate & legacy planning and small business owners. Michael works with retirees and pre-retirees.

### Is Michael Poland registered with the SEC?

Yes. Michael Poland is registered as an investment adviser representative in MI and TX (CRD 1953230), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Braeburn Wealth Management manage?

Braeburn Wealth Management reports $259.4M across 1,133 accounts in assets under management.

### How do I contact Michael Poland?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1953230): 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
- The firm's website (https://www.braeburnwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.