Michelle Klein Klein
WealthEra Financial Planning · Orlando, Florida
Michelle Klein Klein is a fee-only financial advisor at WealthEra Financial Planning in Orlando, Florida, who holds the CFP and MBA credentials. WealthEra Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | WealthEra Financial Planning |
|---|---|
| Based in | Orlando, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $6.7M across 35 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in FL · CRD 7043619 |
| Exams passed | Series 66 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Michelle Klein's firm compares
- WealthEra Financial Planning's average account is about $192,000, from its Form ADV (assets managed divided by 35 accounts).
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Questions about Michelle Klein
Is Michelle Klein Klein a fee-only financial advisor?
Yes. Michelle Klein Klein is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Michelle Klein's firm.
How does Michelle Klein charge for financial advice?
Michelle Klein's firm, WealthEra Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michelle Klein Klein based?
Michelle Klein Klein is based in Orlando, Florida.
What credentials does Michelle Klein Klein hold?
Michelle Klein Klein holds the CFP and MBA credentials.
Is Michelle Klein Klein registered with the SEC?
Yes. Michelle Klein Klein is registered as an investment adviser representative in FL (CRD 7043619), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does WealthEra Financial Planning manage?
WealthEra Financial Planning reports $6.7M across 35 accounts in assets under management.
How do I contact Michelle Klein Klein?
Contact details aren't on file yet. Search for WealthEra Financial Planning.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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