Michael Tracy
Principium Investments · Boulder, Colorado
Michael Tracy is a fee-only financial advisor at Principium Investments in Boulder, Colorado, who holds the CFP credential. Michael charges a percentage of assets (no asset minimum) and focuses on estate & legacy planning, family wealth transfer and sustainable & impact investing.
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Specialties
Who they serve
- Early-career professionals
- Retirees
- Multi-generational families
Facts
| Firm | Principium Investments |
|---|---|
| Based in | Boulder, Colorado |
| Fee model | Percentage of assets |
| Fees (firm's website) | No asset minimum |
| Assets under management | $225.4M across 508 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, FL, MN, TX · CRD 1805024 |
| Exams passed | Series 63 (1991) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.principium.co |
| Profile |
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Questions about Michael
Is Michael Tracy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Principium Investments 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 charges a percentage of assets.
How much does Michael charge?
According to Principium Investments's website, checked October 30, 2026: no asset minimum.
Where is Michael Tracy based?
Michael Tracy is based in Boulder, Colorado.
What does Michael specialize in?
Michael's specialties include estate & legacy planning, family wealth transfer, sustainable & impact investing and divorce financial planning. Michael works with early-career professionals, retirees and multi-generational families.
What credentials does Michael Tracy hold?
Michael Tracy holds the CFP credential.
Is Michael Tracy registered with the SEC?
Yes. Michael Tracy is registered as an investment adviser representative in CO, FL, MN and TX (CRD 1805024), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Principium Investments manage?
Principium Investments reports $225.4M across 508 accounts in assets under management.
How do I contact Michael Tracy?
Through Michael's website, www.principium.co.
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
- Principium Investments 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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