# Michael Handy

> Michael Handy is a fee-only financial advisor at Handy & Company Financial Advisors in Lake Oswego, Oregon. Michael focuses on retirement planning, tax planning and family wealth transfer. Handy & Company Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Handy & Company Financial Advisors
- **Based in:** Lake Oswego, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $68.7M across 215 accounts
- **Specialties:** Retirement planning, Tax planning, Family wealth transfer
- **Works with:** High earners, Multi-generational families
- **CRD:** 2902921 (https://adviserinfo.sec.gov/individual/summary/2902921)
- **SEC registration:** Investment adviser representative in OR
- **Exams passed:** Series 63 (1997)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.handycompany.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Handy & Company Financial Advisors 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, Handy & Company Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Michael Handy based?

Michael Handy is based in Lake Oswego, Oregon.

### What does Michael specialize in?

Michael's specialties include retirement planning, tax planning and family wealth transfer. Michael works with high earners and multi-generational families.

### Is Michael Handy registered with the SEC?

Yes. Michael Handy is registered as an investment adviser representative in OR (CRD 2902921), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Handy & Company Financial Advisors manage?

Handy & Company Financial Advisors reports $68.7M across 215 accounts in assets under management.

### How do I contact Michael Handy?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2902921): 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.handycompany.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.