Renee Michel
Sweeney & Michel · Chico, California
Renee Michel is a fee-only financial advisor at Sweeney & Michel in Chico, California. Renee focuses on retirement planning, tax planning and estate & legacy planning. Sweeney & Michel reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Sweeney & Michel |
|---|---|
| Based in | Chico, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $752.6M across 1,571 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 4713493 |
| Exams passed | Series 63 (2004) · Series 65 (2011) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | sweeneymichel.com |
How Renee's firm compares
- Sweeney & Michel's average account is about $479,000, from its Form ADV (assets managed divided by 1,571 accounts).
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Questions about Renee
Is Renee Michel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Renee holds no broker registration, and Sweeney & Michel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Renee charge for financial advice?
Renee's firm, Sweeney & Michel, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Renee Michel based?
Renee Michel is based in Chico, California.
What does Renee specialize in?
Renee's specialties include retirement planning, tax planning, estate & legacy planning and divorce financial planning.
Is Renee Michel registered with the SEC?
Yes. Renee Michel is registered as an investment adviser representative in CA and TX (CRD 4713493), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sweeney & Michel manage?
Sweeney & Michel reports $752.6M across 1,571 accounts in assets under management.
How do I contact Renee Michel?
Through Renee's website, sweeneymichel.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
- Sweeney & Michel 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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