Stephen Michael
Marietta Wealth Management · Marietta, Georgia
Stephen Michael is a fee-only financial advisor at Marietta Wealth Management in Marietta, Georgia. Marietta Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Marietta Wealth Management |
|---|---|
| Based in | Marietta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.39B across 1,545 accounts |
| SEC registration | Investment adviser representative in GA · CRD 1286800 |
| Exams passed | Series 63 (1984) · Series 65 (1991) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.mariettawealth.com |
How Stephen's firm compares
- Marietta Wealth Management's average account is about $903,000, from its Form ADV (assets managed divided by 1,545 accounts).
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Questions about Stephen
Is Stephen Michael a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Marietta Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Marietta Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephen Michael based?
Stephen Michael is based in Marietta, Georgia.
Is Stephen Michael registered with the SEC?
Yes. Stephen Michael is registered as an investment adviser representative in GA (CRD 1286800), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Marietta Wealth Management manage?
Marietta Wealth Management reports $1.39B across 1,545 accounts in assets under management.
How do I contact Stephen Michael?
Through Stephen's website, www.mariettawealth.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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