Michelle Emmons
Southeast Financial Advisors · Greenville, South Carolina
Michelle Emmons is a fee-only financial advisor at Southeast Financial Advisors in Greenville, South Carolina. Michelle focuses on retirement planning and estate & legacy planning. Southeast Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Southeast Financial Advisors |
|---|---|
| Based in | Greenville, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $133.0M across 656 accounts |
| SEC registration | Investment adviser representative in SC · CRD 5492430 |
| Exams passed | Series 63 (2009) · Series 65 (2011) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.southeastfinancialadvisors.com |
How Michelle's firm compares
- Southeast Financial Advisors's average account is about $203,000, from its Form ADV (assets managed divided by 656 accounts).
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Questions about Michelle
Is Michelle Emmons a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michelle holds no broker registration, and Southeast Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michelle charge for financial advice?
Michelle's firm, Southeast Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michelle Emmons based?
Michelle Emmons is based in Greenville, South Carolina.
What does Michelle specialize in?
Michelle's specialties include retirement planning and estate & legacy planning.
Is Michelle Emmons registered with the SEC?
Yes. Michelle Emmons is registered as an investment adviser representative in SC (CRD 5492430), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Southeast Financial Advisors manage?
Southeast Financial Advisors reports $133.0M across 656 accounts in assets under management.
How do I contact Michelle Emmons?
Through Michelle's website, www.southeastfinancialadvisors.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
- Southeast Financial Advisors 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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