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Michelle J Neiswender

Advisor at Fire Wealth Management, LLC — Mayfield, KY

Updated today

Credentials

CFP®, Series 65

Experience

15 years

Location

Mayfield, KY 42066-2310

Fire Wealth Management, LLC logo

Fire Wealth Management, LLC

Supported

Total advisors

2

Across 2 offices

Clients per advisor

33 Low

Avg AUM per client

$802,289 Typical

HNW client ratio

27% Typical

About

Michelle Neiswender is a CFP® and Series 65-licensed advisor with 14 years of industry experience. She is the principal of Fire Wealth Management, LLC and also operates Focused Tax Partners, LLC, a tax preparation business. Her prior work includes over a decade at Fox & Company Wealth Management. Fire Wealth Management, LLC is a fee-only advisory serving individuals, pension and profit-sharing plans, corporations, and business entities, with a focus on medical professional families. The firm emphasizes long-term, passive investment strategies primarily using mutual funds and ETFs, and offers specialized 401(k) liaison services for small business clients.

Client services

Based on Fire Wealth Management, LLC

Financial planning Portfolio management Pension consulting Newsletters or periodicals

Expertise

Based on Fire Wealth Management, LLC

Retirement income strategy Roth conversion strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance

Occupation focus

Based on Fire Wealth Management, LLC

Doctor or Medical Professional

Demographic focus

Based on Fire Wealth Management, LLC

Established Professionals

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Fee options

Fixed

Financial Planning Services: $700/month for first 12 months, then $600/month ongoing; Additional services with monthly flat fees: Retirement Cash Flow Planning $250/month, 401(k) Liaison $175-$1,000/month.

Percentage

Under $100,000 - $100,000: 1.50% annually $100,000 - $1,000,000: 1.00% annually Over $1,000,000 - > $1,000,000: 1.00% on first $1M, 0.75% on amount above $1M

Subscriptions

Financial Planning Services billed monthly at flat monthly rates; Additional Services billed monthly with minimum 12-month commitment.

Other

Account minimum: $200,000 (may be waived at Advisor's discretion) Minimum fee: Monthly flat fees for Professional In-house Investment Management ranging from $200 to $3,000 depending on asset levels Fee-only: Fee-only comprehensive financial planning and investment advisory services; no commissions received.

Location

See office

Mayfield, KY

328 A S 6th Street

Mayfield KY 42066-2310

Advisors at this office

1

Most active in

California · Colorado · Kentucky · Louisiana · Tennessee · Texas

Work history

15 years of industry experience

Focused Tax Partners, Llc

2025 - Present • 1 year

Mayfield, KY

Fire Wealth Management Llc

2023 - Present • 3 years

Mayfield, KY

Fox & Company Wealth Management

2010 - 2023 • 13 years

Mayfield, KY

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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Jamison I

Series 63, Series 65

Mayfield, KY

HBW Advisory Services LLC

Jamison Imhoff is a financial advisor at HBW Advisory Services LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Elite Marketing Group and Cetera Advisor Networks. Outside of his advisory roles, he is the owner and creator of an internet podcast focused on gaming and entertainment called URGE (Under Raided Gaming Entertainment). HBW Advisory Services manages approximately $1.75 billion in client assets, providing financial planning, asset management, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach with third-party money managers, model portfolios, and AI tools for operational efficiency, serving a diverse client base including institutional and intermediary relationships.

College savings (529s, UTMA, etc.)
user avatar

Pamela T

Series 66

Mayfield, KY

Edward Jones

Pamela Towery is a financial advisor with Edward Jones in Mayfield, KY, holding a Series 66 designation and 26 years of experience at the firm. Outside of her advisory role, she has been involved with a yoga and activewear business under Towery Enterprises LLC, though she has not started teaching yoga. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products supported by a large national network of financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Patrick F

Series 66

Benton, KY

LPL Financial

Patrick Flanary is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He has worked at LPL Financial since 2018 and previously was with INVEST Financial Corp. from 2016 to 2018. In addition to his advisory role, he is involved with Community Financial Services Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and technology-driven solutions.

College savings (529s, UTMA, etc.)
user avatar

Edward F

Series 63, Series 66

Mayfield, KY

Edward Jones

Edward Fitz Gerald is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and 36 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1989. Outside of his advisory role, he has ownership interests in a farm and an aviation business in Kentucky. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Rodney N

Series 63, Series 66

Mayfield, KY

Edward Jones

Rodney Nance is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2011. Outside of his advisory work, he is a musician who sings and plays guitar in a local band in Springville, KY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Business ownership considerations General estate planning guidance Attorney
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Riley S

Series 66

Benton, KY

LPL Financial

Riley Solomon is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. His prior work includes positions at INVEST Financial Corporation and CFSB Investments. Outside of his advisory role, he serves as an assistant soccer coach at Paducah Tilghman High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by model portfolios and research.

College savings (529s, UTMA, etc.)
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