# Michael Shea

> Michael Shea is a fee-only financial advisor at 8th Street Investments in Alexandria, Virginia, who holds the CFA credential. Michael charges hourly fees and a flat fee or retainer and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/michael-shea-5196575/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** 8th Street Investments
- **Based in:** Alexandria, Virginia
- **Fee model:** Hourly; Flat fee or retainer
- **Assets under management (firm):** $166.9M across 206 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning
- **CRD:** 5196575 (https://adviserinfo.sec.gov/individual/summary/5196575)
- **SEC registration:** Investment adviser representative in DC, SC, VA
- **Exams passed:** Series 63 (2007)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://8thstreetllc.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?

Michael charges hourly fees and a flat fee or retainer.

### Where is Michael Shea based?

Michael Shea is based in Alexandria, Virginia.

### What does Michael specialize in?

Michael's specialties include retirement planning.

### What credentials does Michael Shea hold?

Michael Shea holds the CFA credential.

### Is Michael Shea registered with the SEC?

Yes. Michael Shea is registered as an investment adviser representative in DC, SC and VA (CRD 5196575), 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 Michael Shea?

Through Michael's website, 8thstreetllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5196575): 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.8thstreetllc.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.