With over 15 years of experience in the financial services industry, Michael Breitfeller, CFP®, has built a career dedicated to helping individuals, families, and businesses navigate the complexities of wealth management, financial planning, retirement income strategies, estate planning, and corporate retirement plan consulting. His commitment to delivering personalized and strategic financial solutions has earned him the trust of clients and partners alike.
In 2025, Michael embarks on an exciting new chapter by joining his wife's independent Registered Investment Advisor (RIA) firm. This transition marks a significant milestone in his career-one that aligns with his deep-seated passion for fostering meaningful relationships and creating financial strategies tailored to each client's unique goals. What excites Michael most about this move is the firm's ability to cultivate true alignment across clients, the team, and strategic partners. He believes that financial success is not just about numbers, but about forging collaborative relationships that empower individuals and businesses to thrive. By integrating his expertise with the firm's values, Michael is eager to contribute to a culture of trust, transparency, and innovation, ensuring that every client benefits from his approach to wealth management.
As he steps into this new role, Michael remains dedicated to delivering insightful guidance and unwavering support, helping clients build lasting financial security and confidence in their future
At the core of our mission is a simple yet powerful idea: Discover Alignment. It's more than a tagline-it's the driving force behind how we bring clarity, cohesion, and efficiency to every relationship we build. True alignment happens when our team, our partners, and our clients come together with a shared purpose-when goals, values, philosophies, and cost structures are not just compatible but seamlessly integrated. By reducing friction in operations, strategy, and decision-making, we foster an environment where everyone is on the same team, working toward success collectively.
General Information |
| Firm Start Year: | 2024 | |
| No. of Employees: | 2-4 | |
| Name of Custodial Firm: | Schwab |
| States Licensed in: | NC |
| Number of Years with Current Firm: | 1 |
| Work Experience: |
2009-2025:Wealth Mgmt Advisor with Northwestern Mutual Investment Services 2025-Present: Investment Advisor Representative with The Breit Group, LLC |
| Work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses |
Services |
| Investment Types: | Exchange Traded Funds (ETFs), Commodities, Stocks, Bonds, Options & Futures, Alternative Investments, Mutual Funds |
| Can meet clients in the following ways: | Email, Video Conference, Our Office, Phone |
Firm Information |
| Firm's Number of Clients: | 50 |
| Firm's Number of Planning Clients: | 20 |
| Firm's Number of Managed Clients: | 50 |
| Assets Managed by Firm: | $75M |
| Advisor's Number of Clients: | 50 |
| Advisor's Number of Managed Clients: | 50 |
| Advisor's Number of Planning Clients: | 20 |
| Assets Managed by Advisor: | $100m |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $500K+ |
| Compensation Methods: | Based on Assets, Flat Fee |
| Fee % Based on Assets: | .5-1% |
| Additional Details on Charges: | All engagements are based on scope of services and planning designed to align cost appropriately with engagement. No out of the box pricing, everything is mutually agreed upon. |
| Minimum Fee Charged for Managed Accounts: | $2500 |
Education |
| Bachelors of Science - Business Mgmt | University of North Carolina @ Wilmington - Wilmington, NC 08/2005-12/2009 |
Financial Services |
| Financial Planning for Businesses
Let's be honest, if you run a business, your number one focus is usually to increase revenue and decrease expenses. It's not always easy to accomplish when you are in your business. We help companies align the operations/finances with the trajectory of the company and create value through powerful relationships and partners. |
| Financial Planning for Individuals
It starts with your vision. By understanding the high level picture of what life looks like, it becomes simple to reverse engineer the plan. Schedule a discover call to learn more or visit our website. www.thebreitgroup.com |
| Financial Advice & Consulting
It's nice to be able to help clients outside of requiring the asset mgmt. Sometimes the planning is around real estate or a business and flat fee financial planning can deliver ROI w/o the asset mgmt piece. |
| Portfolio Management
Build & Manage custom portfolios, focusing on tax sensitivity and managed volatility |
| Retirement Planning
Aligning income & assets with the lifestyle and legacy our clients want. Weather you want to spend your last Penny or leave a legacy, we want to help you accomplish it. The golden years should be about spending and living since every day is a gift, but we want it to last as long as you do :) |
| 401K Rollovers
Evaluating the pros and cons of consolidating accounts or leaving them where they are. There are no right or wrong answers, just what is best for your plan. |
| Insurance Planning
It's important to audit the insurances but our advisors do not sell insurance through The Breit Group, LLC. Specific to HNW estate planning needs, we do have other subsidiaries that can help. |
| Annuities
N/A while they can be a suitable part of a financial plan, this is not an area we focus on unless it is absolutely necessary. |
| Estate Planning & Trusts
Again, we partner with your legal team or our legal resources to help coordinate the best strategy. We do not provide legal advice or draft documents. |
| Tax Advice and Services
We coordinate with your tax professional or bring someone in. We do not provide tax advice except as it relates to strategy, investment management. |
| Education Funding and Planning
if it's important to you, it's important us and we will help put a plan together. |
| Investment Advice & Management
It's about guiding decisions that align with goals. We help make investment decisions based on the scope of the engagement |
| Wealth Management
Ensuring you wealth strategy is aligned with your goals and working in unity. It's not a linear approach, it's a multi-dimensional approach to target best possible outcome. |
| Risk Management
The core of any successful plan must address risk and appropriate ways to hedge or reduce exposure based on life's unknowns. |
| Money Management
It's all about cash flow and creating a plan that is sustainable during up and down markets to ensure your life goals are never put on hold. |
Disclosures |
|
https://www.thebreitgroup.com/disclosures
|
|
Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 1:00 PM |
| United States |
 |
 |
 |
 |