Mike Sena Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides personalized financial planning and discretionary investment management to individuals, profit-sharing plans, trusts, estates, charitable organizations and small businesses. Services described in the brochure include comprehensive financial planning (cash flow, retirement and distribution planning, tax and estate review, education planning) and ongoing portfolio oversight.
As a fee-only adviser that does not accept commissions, the firm implements portfolios primarily with no-load mutual funds, exchange-traded funds and individual securities through qualified custodians, and typically documents client objectives with investment policy statements and periodic reviews. Investment management is offered alongside project- or hourly-based financial planning and ongoing flat-fee retainer arrangements, with coordination as needed with outside professionals (attorneys, accountants) for implementation.
Notably, the firm does not use percentage-of-assets-under-management fees—a less common pricing approach among independent advisers—and instead relies on retainer, hourly and project fee structures. The brochure also highlights operational practices that may be atypical for a small adviser, including limited custody only for fee deduction, use of a SOC3+ encrypted cloud environment, and a formal business continuity plan.
Client services
Expertise
Fee options
Financial planning project fees range from $2,500 to $10,000 per project; $500 deposit due at signing; flat fee retainer billed quarterly in advance
Advisor hourly rate: $250/hour; Staff hourly rate: $95/hour
Flat fee retainer billed quarterly in advance; minimum $5,000 annually
Minimum fee: Minimum annual flat fee retainer of $5,000 (may be lower for some current clients) Fee-only: Fee-only financial planning and investment management; no commissions accepted
Main office
Roswell GA
Advisors at this office
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
Quick links
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