Michelle Pimentel
Geometric Advisors · Washington, District of Columbia
Michelle Pimentel is a fee-only financial advisor at Geometric Advisors in Washington, District of Columbia, who holds the CFP credential. Michelle charges a percentage of assets (1% a year on the first tier of assets managed and no asset minimum) and focuses on tax planning and estate & legacy planning.
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Specialties
Who they serve
- Executives
- High earners
Facts
| Firm | Geometric Advisors |
|---|---|
| Based in | Washington, District of Columbia |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · No asset minimum |
| Works virtually | Yes |
| Assets under management | $1.33B across 2,081 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 5918996 |
| Firm size | 34 employees |
| Disclosures | None reported |
| Website | www.geometricadvisors.com |
Request an introduction to Michelle
Tell Michelle a little about what you're looking for. Michelle isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Michelle
Is Michelle Pimentel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michelle holds no broker registration, and Geometric 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 charges a percentage of assets.
How much does Michelle charge?
According to Geometric Advisors's website, checked October 30, 2026: 1% a year on the first tier of assets managed; no asset minimum.
Does Michelle work with clients virtually?
Yes. Geometric Advisors says on its website that it works with clients remotely.
Where is Michelle Pimentel based?
Michelle Pimentel is based in Washington, District of Columbia.
What does Michelle specialize in?
Michelle's specialties include tax planning and estate & legacy planning. Michelle works with executives and high earners.
What credentials does Michelle Pimentel hold?
Michelle Pimentel holds the CFP credential.
Is Michelle Pimentel registered with the SEC?
Yes. Michelle Pimentel is registered as an investment adviser representative in CA and TX (CRD 5918996), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Geometric Advisors manage?
Geometric Advisors reports $1.33B across 2,081 accounts in assets under management.
How do I contact Michelle Pimentel?
Through Michelle's website, www.geometricadvisors.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
- Geometric 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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