Wells Fargo Advisors
47yrs
Top advisor by experience in Irvine
19yrs
Michael Allbee
Full name on record: Michael Angelo Allbee
Financial advisor at Benefit Financial Services Group
Based in Irvine, California, Michael Allbee is a fiduciary financial advisor with 19 years of industry experience. Michael joined Benefit Financial Services Group in 2016, after eight years at Powers Capital Investments. Michael holds the CFP® designation.
One of 1708 advisors with offices in Irvine, and one of 1570 fiduciaries.
At a glance
Experience19 years (since 2008)
How that compares ?More experience than 59% of advisors in Irvine
Office2040 Main Street Suite 720, Irvine, CA 92614
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$1.62 million
Advisors at the firm25
States licensed ?2 states
Services through Benefit Financial Services Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2016 – nowBenefit Financial Services GroupCurrent firm
- 2008 – 2016Powers Capital Investments, Inc.Previously
Contact Michael
Local office(949) 251-9333Ask for Michael. (949) 955-2552Main office 2040 Main Street Suite 720Irvine, CA 92614Office · Get directions X (Twitter) pageBenefit Financial Services Group
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- 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?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Michael’s local office at (949) 251-9333 or the Benefit Financial Services Group main office at (949) 955-2552, and ask for Michael Allbee.
How long has Michael been a financial advisor?
Michael has been in the industry since 2008, about 19 years. More experience than 59% of advisors in Irvine.
What licenses does Michael hold?
Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Benefit Financial Services Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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