Michael Scalise
Summit Financial Management · Mequon, Wisconsin
Michael Scalise is a fee-only financial advisor at Summit Financial Management in Mequon, Wisconsin, who holds the CFA credential. Summit Financial Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Michael →
Facts
| Firm | Summit Financial Management |
|---|---|
| Based in | Mequon, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $65M across 230 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in WI · CRD 1855608 |
| Exams passed | Series 63 (1989) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.summitwisconsin.com |
How Michael's firm compares
- Summit Financial Management's average account is about $283,000, from its Form ADV (assets managed divided by 230 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 Scalise a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Summit Financial 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, Summit Financial Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Scalise based?
Michael Scalise is based in Mequon, Wisconsin.
What credentials does Michael Scalise hold?
Michael Scalise holds the CFA credential.
Is Michael Scalise registered with the SEC?
Yes. Michael Scalise is registered as an investment adviser representative in WI (CRD 1855608), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Summit Financial Management manage?
Summit Financial Management reports $65M across 230 accounts in assets under management.
How do I contact Michael Scalise?
Through Michael's website, www.summitwisconsin.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.