Wells Fargo Advisors
47yrs
Top advisor by experience in The Woodlands
11yrs
Michael Beck
Financial advisor at Strategic Advisers
Michael Beck has worked in the financial industry for 11 years and is a fiduciary financial advisor based in The Woodlands, Texas. Michael has been with Strategic Advisers since 2025; before that, Michael spent seven years at Fidelity Personal and Workplace Advisors. Michael holds the CFP® designation.
One of 583 advisors with offices in The Woodlands, and one of 547 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?More experience than 63% of advisors at Strategic Advisers
Office1701 Lake Robbins Dr, The Woodlands, TX 77380
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing 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.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact Michael
(617) 563-7000Firm headquarters in Boston, MA. Ask for Michael. 1701 Lake Robbins DrThe Woodlands, TX 77380Office · Get directions
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Strategic Advisers at (617) 563-7000 and ask for Michael Beck. Michael works from the The Woodlands, TX office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2015, about 11 years. More experience than 63% of advisors at Strategic Advisers.
What licenses does Michael hold?
Series 63, Series 66. 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?
Strategic Advisers reports being paid by a percentage of the assets they manage, 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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