# Michael Bishop

> Michael Bishop is a fee-only financial advisor at Bishop & Company Investment Management in Erie, Pennsylvania, who holds the CFA credential. Michael focuses on family wealth transfer. Bishop & Company Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michael-bishop-2136453/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Bishop & Company Investment Management
- **Based in:** Erie, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $440.8M across 506 accounts
- **Credentials:** CFA
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 2136453 (https://adviserinfo.sec.gov/individual/summary/2136453)
- **SEC registration:** Investment adviser representative in PA
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.bishopinvestmentmanagement.com

## Frequently asked questions

### Is Michael Bishop a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Bishop & Company Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Michael charge for financial advice?

Michael's firm, Bishop & Company Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Michael Bishop based?

Michael Bishop is based in Erie, Pennsylvania.

### What does Michael specialize in?

Michael's specialties include family wealth transfer. Michael works with multi-generational families.

### What credentials does Michael Bishop hold?

Michael Bishop holds the CFA credential.

### Is Michael Bishop registered with the SEC?

Yes. Michael Bishop is registered as an investment adviser representative in PA (CRD 2136453), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Bishop & Company Investment Management manage?

Bishop & Company Investment Management reports $440.8M across 506 accounts in assets under management.

### How do I contact Michael Bishop?

Through Michael's website, www.bishopinvestmentmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2136453): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.bishopinvestmentmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.