Michael Soo
SOO Financial · Saline, Michigan
Michael Soo is a fee-only financial advisor at SOO Financial in Saline, Michigan. SOO Financial reports charging a percentage of assets on its Form ADV.
Request an introduction to Michael →
Facts
| Firm | SOO Financial |
|---|---|
| Based in | Saline, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $23.2M across 54 accounts |
| SEC registration | Investment adviser representative in MI · CRD 2833866 |
| Exams passed | Series 63 (1998) · Series 65 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Michael's firm compares
- SOO Financial's average account is about $430,000, from its Form ADV (assets managed divided by 54 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 Soo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and SOO Financial 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, SOO Financial, reports charging a percentage of assets on its SEC Form ADV.
Where is Michael Soo based?
Michael Soo is based in Saline, Michigan.
Is Michael Soo registered with the SEC?
Yes. Michael Soo is registered as an investment adviser representative in MI (CRD 2833866), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does SOO Financial manage?
SOO Financial reports $23.2M across 54 accounts in assets under management.
How do I contact Michael Soo?
Contact details aren't on file yet. Search for SOO Financial.
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.