Michelle Maton
The Planning Center · Chicago, Illinois
Michelle Maton is a fee-only financial advisor at The Planning Center in Chicago, Illinois, who holds the CFP credential. The Planning Center reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | The Planning Center |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.37B across 3,032 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 4346722 |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.theplanningcenter.com |
How Michelle's firm compares
- The Planning Center's average account is about $452,000, from its Form ADV (assets managed divided by 3,032 accounts).
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Questions about Michelle
Is Michelle Maton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michelle holds no broker registration, and The Planning Center 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, The Planning Center, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michelle Maton based?
Michelle Maton is based in Chicago, Illinois.
What credentials does Michelle Maton hold?
Michelle Maton holds the CFP credential.
Is Michelle Maton registered with the SEC?
Yes. Michelle Maton is registered as an investment adviser representative in IL (CRD 4346722), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Planning Center manage?
The Planning Center reports $1.37B across 3,032 accounts in assets under management.
How do I contact Michelle Maton?
Through Michelle's website, www.theplanningcenter.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
- 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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