Michael Shea
8th Street Investments · Alexandria, Virginia
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.
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Specialties
Facts
| Firm | 8th Street Investments |
|---|---|
| Based in | Alexandria, Virginia |
| Fee model | Hourly · Flat fee or retainer |
| Assets under management | $166.9M across 206 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in DC, SC, VA · CRD 5196575 |
| Exams passed | Series 63 (2007) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | 8thstreetllc.com |
How Michael's firm compares
- 8th Street Investments's average account is about $810,000, from its Form ADV (assets managed divided by 206 accounts).
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Questions about Michael
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.
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
- 8th Street Investments 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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