Michael Schwartz
Magnus Financial Group · New York, New York
Michael Schwartz is a fee-only financial advisor at Magnus Financial Group in New York, New York, who holds the CFP credential. Magnus Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Michael →
Facts
| Firm | Magnus Financial Group |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $2.33B across 4,782 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY, TX · CRD 2968694 |
| Exams passed | Series 63 (1999) · Series 66 (2006) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | magnusfinancial.com |
How Michael's firm compares
- Magnus Financial Group's average account is about $486,000, from its Form ADV (assets managed divided by 4,782 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 Schwartz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Magnus Financial Group 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, Magnus Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Schwartz based?
Michael Schwartz is based in New York, New York.
What credentials does Michael Schwartz hold?
Michael Schwartz holds the CFP credential.
Is Michael Schwartz registered with the SEC?
Yes. Michael Schwartz is registered as an investment adviser representative in NY and TX (CRD 2968694), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Magnus Financial Group manage?
Magnus Financial Group reports $2.33B across 4,782 accounts in assets under management.
How do I contact Michael Schwartz?
Through Michael's website, magnusfinancial.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
- Magnus Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- 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.