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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

$850,837 Typical

HNW client ratio

27% Typical

About

Michelle Neiswender is a CFP® and Series 65-licensed advisor with 15 years of industry experience. She is currently with Fire Wealth Management, LLC and is also the sole member of Focused Tax Partners, LLC, a tax preparation business. Prior to joining Fire Wealth Management, she worked for Fox & Company Wealth Management for 13 years. Fire Wealth Management serves individual clients including high-net-worth households, medical professional families, small businesses, and certain retirement plans. The firm offers fee-only comprehensive financial planning and discretionary investment management with an emphasis on passive, plan-driven strategies supported by ongoing reviews and implementation.

Client services

Based on Fire Wealth Management, LLC

Financial planning Portfolio management Pension consulting Newsletters or periodicals Newsletters and blog content

Expertise

Based on Fire Wealth Management, LLC

Retirement income strategy Income planning General retirement planning Cash flow / budgeting General estate planning guidance

Occupation focus

Based on Fire Wealth Management, LLC

Doctor or Medical Professional Founder/Business Owner

Demographic focus

Based on Fire Wealth Management, LLC

Young Families Mid-Career Professionals

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Fee options

Fixed

Financial Planning Services: $700/month first year, $600/month thereafter; Additional Services (e.g., Retirement Cash Flow Planning $250/month, 401(k) Liaison $175-$1,000/month depending on plan size and complexity, Professional In-house Investment Management monthly flat fee by tier).

Percentage

Under $100,000 - $100,000: 1.50% annually $100,000 - $1,000,000: 1.00% annually Over $1,000,000+: 1% on first $1M and 0.75% on assets over $1M

Other

Account minimum: $200,000 (may be waived at Advisor’s discretion) Fee-only: Comprehensive financial planning flat fee: $700/month first year, then $600/month thereafter; Additional Services flat fees; Investment Management Services charged as percentage of AUM (tiered) plus optional Professional In-house Investment Management monthly flat fees.

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 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with multiple 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. 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 employs a blended investment approach using risk tolerance assessments, third-party money managers, and multi-manager diversification, and serves a high volume of clients across retail, institutional, and intermediary channels.

College savings (529s, UTMA, etc.)
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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
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Patrick F

Series 66

Benton, KY

LPL Financial

Patrick Flanary is a financial advisor with LPL Financial in Benton, KY, holding a Series 66 designation and nine years of industry experience. He has been with LPL Financial since 2018 and previously worked at INVEST Financial Corp. from 2016 to 2018. Flanary is also associated with Community Financial Services Bank since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various advisory and brokerage services including financial planning, asset management, and institutional platforms, with advice delivered through a broad network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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 at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2018. Prior to that, he was with INVEST Financial Corporation and has been involved with CFSB Investments since 2016. Outside of his advisory role, he serves as an assistant soccer coach for Paducah Tilghman High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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