Michael Remedios

WONDERLAND FINANCIAL PLANNING

SEATTLE, WA

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CRD#: 7010823

Professional summary

Michael Remedios, CFP® is a registered financial advisor currently at WONDERLAND FINANCIAL PLANNING located in Seattle, Washington.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Michael has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Remedios's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

May 21, 2025 - Present

WONDERLAND FINANCIAL PLANNING

RIA

CRD#: 335023

SEATTLE, WA

Past

November 13, 2020 - January 2, 2025

BRIGHTON JONES LLC

RIA

CRD#: 108601

SEATTLE, WA

Past

August 30, 2018 - October 19, 2020

ADERO PARTNERS, LLC

RIA

CRD#: 297808

Palo Alto, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(9/3/2025)

IAR

Washington
(5/21/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

WONDERLAND FINANCIAL PLANNING

WONDERLAND FINANCIAL PLANNING | WONDERLAND FINANCIAL PLANNING, LLC

CRD#: 335023 / SEC#:

California

Registered Investment Advisory firm - (9/3/2025 Approved)

Washington

Registered Investment Advisory firm - (5/21/2025 Approved)

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Contact information

Main Address

Seattle, WA

Mailing Address

Phone number

(415) 238-9308

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael Remedios

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Remedios's CRS (Customer Relationship Summary).

Certified licenses

Experience

WONDERLAND FINANCIAL PLANNING

BRIGHTON JONES LLC

ADERO PARTNERS, LLC

State Registrations and Notice Filings

Exams

Current Firm

WONDERLAND FINANCIAL PLANNING

Contact information

Documents

Red Flags

Company Information

WONDERLAND FINANCIAL PLANNING

TRUST BUT VERIFY

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