# Michele Tellstone

> Michele Tellstone is a fee-only financial advisor at Minich MacGregor Wealth Management in Saratoga Springs, New York. Michele focuses on retirement planning. Minich MacGregor Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Minich MacGregor Wealth Management
- **Based in:** Saratoga Springs, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Fees (firm's website):** typically works with clients with $500,000 or more
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $722.9M across 2,845 accounts
- **Specialties:** Retirement planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 4296759 (https://adviserinfo.sec.gov/individual/summary/4296759)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (2000), Series 65 (2002)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.minichmacgregor.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Michele holds no broker registration, and Minich MacGregor 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's firm, Minich MacGregor Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### How much does Michele charge?

According to Minich MacGregor Wealth Management's website, checked October 30, 2026: typically works with clients with $500,000 or more.

### Does Michele work with clients virtually?

Yes. Minich MacGregor Wealth Management says on its website that it works with clients remotely.

### Where is Michele Tellstone based?

Michele Tellstone is based in Saratoga Springs, New York.

### What does Michele specialize in?

Michele's specialties include retirement planning. Michele works with pre-retirees and retirees.

### Is Michele Tellstone registered with the SEC?

Yes. Michele Tellstone is registered as an investment adviser representative in NY (CRD 4296759), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Minich MacGregor Wealth Management manage?

Minich MacGregor Wealth Management reports $722.9M across 2,845 accounts in assets under management.

### How do I contact Michele Tellstone?

Through Michele's website, www.minichmacgregor.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4296759): 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://www.mmwealth.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.