Michael Treanor
Aegis Wealth · Bethesda, Maryland
Michael Treanor is a fee-only financial advisor at Aegis Wealth in Bethesda, Maryland, who holds the CFP credential. Aegis Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Aegis Wealth |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $744.1M across 516 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 5446267 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.aegiswealth.com |
How Michael's firm compares
- Aegis Wealth's average account is about $1.4 million, from its Form ADV (assets managed divided by 516 accounts).
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Questions about Michael
Is Michael Treanor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Aegis Wealth 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, Aegis Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Michael Treanor based?
Michael Treanor is based in Bethesda, Maryland.
What credentials does Michael Treanor hold?
Michael Treanor holds the CFP credential.
Is Michael Treanor registered with the SEC?
Yes. Michael Treanor is registered as an investment adviser representative in MD (CRD 5446267), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aegis Wealth manage?
Aegis Wealth reports $744.1M across 516 accounts in assets under management.
How do I contact Michael Treanor?
Through Michael's website, www.aegiswealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bethesda
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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