DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Mike Breitfeller
The Breit Group
96 W Salisbury St. Floor #3
Wrightsville Beach, NC 28480
910-599-1732
About The Breit Group
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.
See Disclosures
General Information
Firm Start Year
2024
No. of Employees
2-4
CRD#
5716860
Firm CRD#
335020
Name of Custodial Firm
Schwab
States Licensed in
NC
Years of Experience in Financial Services
15
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
Compliance
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
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 66, Series 7
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
08/2005 -12/2009
Disclosures
https://www.thebreitgroup.com/disclosures
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Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1893047/financialadvisor-The-Breit-Group-detailed-disclosure.html