LPL Financial
46yrs
Top advisor for experience in Marietta
42yrs
Stephen Alan Michael
Financial advisor at Marietta Wealth Management
At a glance
Experience42 years (since 1984)
How that compares ?Top advisor for experience at Marietta Wealth Management
Office472 N. Sessions Street Unit #24, Marietta, GA 30060
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Marietta Wealth Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2016 – nowMarietta Wealth Management, LLCCurrent firm
- 2003 – 2016Henssler FinancialPreviously
Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
About Stephen
How do I contact Stephen?
Call Marietta Wealth Management at 404-549-6930 and ask for Stephen Alan Michael. Stephen works from the Marietta, GA office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 1984, about 42 years. Top advisor for experience at Marietta Wealth Management.
What licenses does Stephen hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Marietta Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Stephen for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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