Michael Handy
Handy & Company Financial Advisors · Lake Oswego, Oregon
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.
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Specialties
Who they serve
- High earners
- Multi-generational families
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 |
| Assets under management | $68.7M across 215 accounts |
| SEC registration | Investment adviser representative in OR · CRD 2902921 |
| Exams passed | Series 63 (1997) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.handycompany.com |
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Questions about Michael
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.
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
- Handy & Company Financial Advisors 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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