Michael Bishop
Bishop & Company Investment Management · Erie, Pennsylvania
Michael Bishop is a fee-only financial advisor at Bishop & Company Investment Management in Erie, Pennsylvania, who holds the CFP 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.
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Specialties
Who they serve
- Multi-generational families
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 |
| Assets under management | $440.8M across 506 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 7960842 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.bishopinvestmentmanagement.com |
How Michael's firm compares
- Bishop & Company Investment Management's average account is about $871,000, from its Form ADV (assets managed divided by 506 accounts).
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Questions about Michael
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 CFP credential.
Is Michael Bishop registered with the SEC?
Yes. Michael Bishop is registered as an investment adviser representative in PA (CRD 7960842), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
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.
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
- Bishop & Company Investment Management 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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