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Michael Babcock

Advisor at Azure Sky Financial Life Planning, LLC

Updated today

Location

Burleson, TX

Credentials

CFP®, Series 66

Industry experience

11 years

About

Michael Babcock is a CFP® with 11 years of industry experience currently serving as CEO and Financial Life Planner at Azure Sky Financial Life Planning, LLC. He has previously worked with Perryman Securities, Inc. and Legacy Consulting Group, and also holds a Series 66 designation. In addition to his role at Azure Sky, he provides financial planning services under an independent contractor relationship with Origin Financial. Azure Sky Financial Life Planning, LLC offers values-based Financial Life Planning to individuals, couples, families, and charitable organizations, integrating life planning, financial planning, tax planning, and investment management. The firm emphasizes aligning clients’ personal values with their investments, providing options including socially conscious and Biblically Responsible Investing alongside a mix of passive and active strategies.

Client services

Based on Azure Sky Financial Life Planning, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Azure Sky Financial Life Planning, LLC

ESG / Sustainable investing

Occupation focus

Based on Azure Sky Financial Life Planning, LLC

Founder/Business Owner

Demographic focus

Based on Azure Sky Financial Life Planning, LLC

Religious/faith focused

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Fee options

Percentage

N/A - N/A: Financial Life Planning fees range from $600 - $5,600 for Basic to Moderate Complexity N/A - N/A: $5,600 - $40,000 for Moderate to Complex N/A - N/A: $40,000 - Custom Quote for Very Complex

Other

Minimum fee: Financial Life Planning fees start at a minimum of $600 per annual engagement. Fee-only: Fee-only compensation; no commissions or sales-related compensation received.

Location

Burleson, TX

Most active in

Texas

Work history

Origin Financial

2021 - Present (5 years)

Azure Sky Financial Life Planning, LLC

2020 - Present (6 years)

UnEmployed

2020 - 2020 (1 year)

Perryman Securities, Inc.

2014 - 2020 (6 years)

Legacy Consulting Group

2014 - 2020 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael M

CFP®, Series 63, Series 65

Mansfield, TX

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Michael Miller is a Certified Financial Planner® with 20 years of industry experience. He has been the principal advisor at Miller Premier Investment Planning LLC since 2007. His background includes military service, and he is involved in community activities such as pro bono debt counseling, financial literacy instruction, and volunteering with homeless ministries. Miller Premier Investment Planning LLC is an independent, fee-only firm serving individuals and families, primarily focusing on retirement planning and wealth management. The firm emphasizes asset allocation and fundamental analysis, providing personalized financial planning and investment management with a hands-on approach.

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance
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Chukwudi U

Series 65

Ft Worth, TX

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Cash flow / budgeting General retirement planning Tax strategies for small businesses Wealth management Real estate investing
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Johnny P

CFP®, Series 63

Mansfield, TX

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Wealth management Founder/Business Owner
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Clayton K

Series 63, Series 65

Grapevine, TX

Sunsage Capital Management

Clayton Kohl is the sole advisor at Sunsage Capital Management in Grapevine, TX, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has worked at Sunsage Capital, LLC since 2001. Sunsage Capital Management provides discretionary investment management to individuals, trusts, charitable organizations, and corporate and institutional clients. The firm employs a proprietary combination of fundamental, technical, and cyclical analysis to construct portfolios emphasizing growth and dividend-growth equities and substantial foreign exposure, with a notable focus on direct foreign and private-market securities.

Active portfolio management Wealth management
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Series 63, Series 65

Benbrook, TX

Blue Ladder Financial Planning, LLC

Omar Aguilar is a financial advisor with Blue Ladder Financial Planning, LLC in Benbrook, TX, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at First Command Advisory Services and First Command Brokerage Services, and he currently serves in the Air Force Reserves as an A1C specializing in Munitions Systems. He is also a board member of the Benbrook Economic Development Committee. Blue Ladder Financial Planning, LLC is registered as an investment manager offering discretionary direct asset management along with financial planning and consulting services. The firm employs a variety of analytical techniques to guide investment decisions based on documented client objectives and risk tolerances, managing accounts separately and utilizing digital custodial platforms.

General retirement planning Income planning Wealth management Tax-loss harvesting Life insurance needs analysis
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Gary W

Series 63, Series 65

Fort Worth, TX

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Gary Wright is the sole advisor at Premier Wealth Management, LLC in Fort Worth, TX, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has managed Premier Wealth Management since 2007. Additionally, Wright has operated Premier Life Planning, an insurance and tax sales business, since 1987. Premier Wealth Management serves individual clients primarily through third-party money managers and a co-advisor arrangement, focusing on portfolio management, financial planning, and consulting services while clients retain custody of their assets. The firm emphasizes model portfolio selection and oversight, with trade execution and custody handled externally.

Retirement income strategy Social Security optimization General estate planning guidance
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