Michael Steele
IMG Wealth Management · Jacksonville, Florida
Michael Steele is a fee-only financial advisor at IMG Wealth Management in Jacksonville, Florida. IMG Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | IMG Wealth Management |
|---|---|
| Based in | Jacksonville, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $209.7M across 1,355 accounts |
| SEC registration | Investment adviser representative in FL · CRD 6634658 |
| Exams passed | Series 65 (2016) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | imgwealthmanagement.podbean.com |
| Profile |
How Michael's firm compares
- IMG Wealth Management's average account is about $155,000, from its Form ADV (assets managed divided by 1,355 accounts).
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Questions about Michael
Is Michael Steele a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and IMG 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, IMG Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Steele based?
Michael Steele is based in Jacksonville, Florida.
Is Michael Steele registered with the SEC?
Yes. Michael Steele is registered as an investment adviser representative in FL (CRD 6634658), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does IMG Wealth Management manage?
IMG Wealth Management reports $209.7M across 1,355 accounts in assets under management.
How do I contact Michael Steele?
Through Michael's website, imgwealthmanagement.podbean.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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