Lisa Pendley
8th Street Investments · Alexandria, Virginia
Lisa Pendley is a fee-only financial advisor at 8th Street Investments in Alexandria, Virginia, who holds the CFP credential. Lisa charges hourly fees and a flat fee or retainer and focuses on retirement planning.
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Specialties
Facts
| Firm | 8th Street Investments |
|---|---|
| Based in | Alexandria, Virginia |
| Fee model | Hourly · Flat fee or retainer |
| Assets under management | $166.9M across 206 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in DC, SC, VA · CRD 5610268 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | 8thstreetllc.com |
| Profile |
How Lisa's firm compares
- 8th Street Investments's average account is about $810,000, from its Form ADV (assets managed divided by 206 accounts).
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Questions about Lisa
Is Lisa Pendley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lisa holds no broker registration, and 8th Street Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lisa charge for financial advice?
Lisa charges hourly fees and a flat fee or retainer.
Where is Lisa Pendley based?
Lisa Pendley is based in Alexandria, Virginia.
What does Lisa specialize in?
Lisa's specialties include retirement planning.
What credentials does Lisa Pendley hold?
Lisa Pendley holds the CFP credential.
Is Lisa Pendley registered with the SEC?
Yes. Lisa Pendley is registered as an investment adviser representative in DC, SC and VA (CRD 5610268), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 8th Street Investments manage?
8th Street Investments reports $166.9M across 206 accounts in assets under management.
How do I contact Lisa Pendley?
Through Lisa's website, 8thstreetllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- 8th Street Investments website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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