Michael Urpi
Emergent Financial Services · Charlottesville, Virginia
Michael Urpi is a fee-only financial advisor at Emergent Financial Services in Charlottesville, Virginia. Michael charges a percentage of assets and focuses on retirement planning and estate & legacy planning.
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Specialties
Facts
| Firm | Emergent Financial Services |
|---|---|
| Based in | Charlottesville, Virginia |
| Fee model | Percentage of assets |
| Assets under management | $195.2M across 250 accounts |
| SEC registration | Investment adviser representative in NY, VA · CRD 6811132 |
| Exams passed | Series 65 (2026) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.emergentfs.com |
| Profile |
How Michael's firm compares
- Emergent Financial Services's average account is about $781,000, from its Form ADV (assets managed divided by 250 accounts).
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Questions about Michael
Is Michael Urpi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Emergent Financial Services 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.
Where is Michael Urpi based?
Michael Urpi is based in Charlottesville, Virginia.
What does Michael specialize in?
Michael's specialties include retirement planning and estate & legacy planning.
Is Michael Urpi registered with the SEC?
Yes. Michael Urpi is registered as an investment adviser representative in NY and VA (CRD 6811132), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Emergent Financial Services manage?
Emergent Financial Services reports $195.2M across 250 accounts in assets under management.
How do I contact Michael Urpi?
Through Michael's website, www.emergentfs.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
- Emergent Financial Services 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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