# Michele Holton

> Michele Holton is a fee-only financial advisor at WealthFolio Advisors in Sonoma, California. Michele focuses on retirement planning and tax planning. WealthFolio Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michele-holton/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** WealthFolio Advisors
- **Based in:** Sonoma, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** typically works with clients with $1,000,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $51.1M across 276 accounts
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Retirees, Pre-retirees, Mid-life transitions
- **CRD:** 2162301 (https://adviserinfo.sec.gov/individual/summary/2162301)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2015), Series 65 (2018)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://wealthfolioadvisors.com

## Frequently asked questions

### Is Michele Holton a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michele holds no broker registration, and WealthFolio Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Michele charge for financial advice?

Michele's firm, WealthFolio Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does Michele charge?

According to WealthFolio Advisors's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.

### Where is Michele Holton based?

Michele Holton is based in Sonoma, California.

### What does Michele specialize in?

Michele's specialties include retirement planning and tax planning. Michele works with retirees, pre-retirees and mid-life transitions.

### Is Michele Holton registered with the SEC?

Yes. Michele Holton is registered as an investment adviser representative in CA (CRD 2162301), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does WealthFolio Advisors manage?

WealthFolio Advisors reports $51.1M across 276 accounts in assets under management.

### How do I contact Michele Holton?

Through Michele's website, wealthfolioadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2162301): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://wealthfolioadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.