Michelle Rey Lutein
Resnick Wealth Alliance · Palm Beach Gardens, Florida
Michelle Rey Lutein is a fee-only financial advisor at Resnick Wealth Alliance in Palm Beach Gardens, Florida. Michelle focuses on estate & legacy planning and small business owners. Resnick Wealth Alliance reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Mid-life transitions
- Divorced individuals
Facts
| Firm | Resnick Wealth Alliance |
|---|---|
| Based in | Palm Beach Gardens, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $121.1M across 110 accounts |
| SEC registration | Investment adviser representative in FL · CRD 4396546 |
| Exams passed | Series 63 (2002) · Series 66 (2003) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.resnickwealth.com |
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Questions about Michelle
Is Michelle Rey Lutein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michelle holds no broker registration, and Resnick Wealth Alliance 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, Resnick Wealth Alliance, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Michelle Rey Lutein based?
Michelle Rey Lutein is based in Palm Beach Gardens, Florida.
What does Michelle specialize in?
Michelle's specialties include estate & legacy planning and small business owners. Michelle works with founders, executives, mid-life transitions and divorced individuals.
Is Michelle Rey Lutein registered with the SEC?
Yes. Michelle Rey Lutein is registered as an investment adviser representative in FL (CRD 4396546), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Resnick Wealth Alliance manage?
Resnick Wealth Alliance reports $121.1M across 110 accounts in assets under management.
How do I contact Michelle Rey Lutein?
Through Michelle's website, www.resnickwealth.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
- Resnick Wealth Alliance 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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