Michele McCabe
Vestpointe Wealth Management · Scottsdale, Arizona
Michele McCabe is a fee-only financial advisor at Vestpointe Wealth Management in Scottsdale, Arizona. Michele charges a percentage of assets and focuses on small business owners, tax planning and estate & legacy planning.
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Specialties
Facts
| Firm | Vestpointe Wealth Management |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model | Percentage of assets |
| Assets under management | $165.8M across 423 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 2037282 |
| Exams passed | Series 65 (2019) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.vestpointe.com |
| Profile |
How Michele's firm compares
- Vestpointe Wealth Management's average account is about $392,000, from its Form ADV (assets managed divided by 423 accounts).
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Questions about Michele
Is Michele McCabe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michele holds no broker registration, and Vestpointe Wealth Management 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 charges a percentage of assets.
Where is Michele McCabe based?
Michele McCabe is based in Scottsdale, Arizona.
What does Michele specialize in?
Michele's specialties include small business owners, tax planning, estate & legacy planning and retirement planning.
Is Michele McCabe registered with the SEC?
Yes. Michele McCabe is registered as an investment adviser representative in AZ (CRD 2037282), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vestpointe Wealth Management manage?
Vestpointe Wealth Management reports $165.8M across 423 accounts in assets under management.
How do I contact Michele McCabe?
Through Michele's website, www.vestpointe.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
- Vestpointe Wealth 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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