Michel Swanson
Stordahl Capital Management · Greenwood Village, Colorado
Michel Swanson is a fee-only financial advisor at Stordahl Capital Management in Greenwood Village, Colorado, who holds the CFP credential. Michel focuses on retirement planning. Stordahl Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Stordahl Capital Management |
|---|---|
| Based in | Greenwood Village, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Fees (firm's website) | Typically works with clients with $2,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $675.9M across 1,026 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 7329148 |
| Exams passed | Series 65 (2021) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.stordahlcap.com |
How Michel's firm compares
- Stordahl Capital Management's average account is about $659,000, from its Form ADV (assets managed divided by 1,026 accounts).
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Questions about Michel
Is Michel Swanson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michel holds no broker registration, and Stordahl Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michel charge for financial advice?
Michel's firm, Stordahl Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
How much does Michel charge?
According to Stordahl Capital Management's website, checked October 30, 2026: typically works with clients with $2,000,000 or more.
Where is Michel Swanson based?
Michel Swanson is based in Greenwood Village, Colorado.
What does Michel specialize in?
Michel's specialties include retirement planning. Michel works with retirees and pre-retirees.
What credentials does Michel Swanson hold?
Michel Swanson holds the CFP credential.
Is Michel Swanson registered with the SEC?
Yes. Michel Swanson is registered as an investment adviser representative in CO (CRD 7329148), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stordahl Capital Management manage?
Stordahl Capital Management reports $675.9M across 1,026 accounts in assets under management.
How do I contact Michel Swanson?
Through Michel's website, www.stordahlcap.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
- Stordahl Capital Management 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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