Michael Associates, LLC
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About
Michael Associates, LLC provides personalized, fee-only financial planning, tax planning, and related advisory services to individuals, trusts, and estates. The firm operates as a small, solo-practitioner practice and delivers written evaluations such as net worth statements and periodic reviews as part of its engagements.
Its investment approach emphasizes strategic asset allocation with a core-satellite structure—primarily passive index and exchange-traded funds supplemented by active funds where appropriate—and portfolios may be globally diversified. Investment advice is provided on a non-discretionary basis: clients make final investment decisions and the firm executes trades only with client approval under a limited trading authorization, while custodians provide account custody and performance reporting.
Distinctive aspects include the firm’s accounting pedigree, with the lead adviser holding CPA and personal financial specialist credentials, and an integrated tax-preparation capability that can be included in planning or offered separately. The firm also departs from common independent-adviser practice by structuring fees on fixed or hourly terms rather than as a percentage of assets, and by not accepting commissions or performance-based compensation.
Client services
Expertise
Fee options
Hourly rate for limited scope engagements and tax preparation is $250 per hour.
Minimum fee: Minimum fee for financial plan is $3,000; minimum annual fee for ongoing financial planning is $5,000; both fees are negotiable. Fee-only: Financial planning fees are fixed fees based on complexity; hourly planning engagements at $250/hour; tax preparation billed at $250/hour with a minimum fee of $750.
Main office
9229 Delegates Row, Suite 130
Indianapolis IN 46240
Advisors at this office
1
Most active in
Indiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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