Michael Testa
Naylor & Company · Orinda, California
Michael Testa is a fee-only financial advisor at Naylor & Company in Orinda, California. Michael focuses on tax planning and estate & legacy planning. Naylor & Company reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Naylor & Company |
|---|---|
| Based in | Orinda, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $103.4M across 240 accounts |
| SEC registration | Investment adviser representative in CA, NY · CRD 8148565 |
| Exams passed | Series 65 (2025) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.naylorinvest.com |
How Michael's firm compares
- Naylor & Company's average account is about $431,000, from its Form ADV (assets managed divided by 240 accounts).
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Questions about Michael
Is Michael Testa a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Naylor & Company 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, Naylor & Company, reports charging a percentage of assets on its SEC Form ADV.
Where is Michael Testa based?
Michael Testa is based in Orinda, California.
What does Michael specialize in?
Michael's specialties include tax planning and estate & legacy planning.
Is Michael Testa registered with the SEC?
Yes. Michael Testa is registered as an investment adviser representative in CA and NY (CRD 8148565), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Naylor & Company manage?
Naylor & Company reports $103.4M across 240 accounts in assets under management.
How do I contact Michael Testa?
Through Michael's website, www.naylorinvest.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
- Naylor & Company 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.
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