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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-31-2016
- Office Locations
- 1
Office Locations
About Sweeney & Michel, LLC
Sweeney & Michel, LLC is a Chico, CA fee-only RIA providing fiduciary financial planning and investment management, with a focus on retirement and life-stage planning. The team includes CFP professionals and avoids commissions and proprietary products. Portfolios use vehicles such as ETFs, index funds, mutual funds and fixed income for asset allocation. Client accounts are custodied at Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
RENEE ANN MICHEL
Chief Compliance Officer, Financial Advisor, Financial Planner, Managing Member, Partner
- CRD
- #4713493
- Ownership
- 50% but less than 75%
Joseph Daniel Sweeney
Managing Member, Partner
- CRD
- #4968553
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Katie Junk
Paraplanner
- CRD
- #6942651
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $731,555,735 | $501,066 |
| Non-Discretionary | $21,062,777 | $189,755 |
| Total | $752,618,512 | $479,070 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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