Michele Tellstone
Minich MacGregor Wealth Management · Saratoga Springs, New York
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
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 |
| Assets under management | $722.9M across 2,845 accounts |
| SEC registration | Investment adviser representative in NY · CRD 4296759 |
| Exams passed | Series 63 (2000) · Series 65 (2002) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.minichmacgregor.com |
How Michele's firm compares
- Minich MacGregor Wealth Management's average account is about $254,000, from its Form ADV (assets managed divided by 2,845 accounts).
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Questions about Michele
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.
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
- Minich MacGregor 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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