Michael Sly
Strategic Financial Alliance · Canton, Massachusetts
Michael Sly is a fee-only financial advisor at Strategic Financial Alliance in Canton, Massachusetts, who holds the CFP credential. Michael focuses on tax planning, divorce financial planning and small business owners. Strategic Financial Alliance reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Retirees
- Divorced individuals
Facts
| Firm | Strategic Financial Alliance |
|---|---|
| Based in | Canton, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $39.7M across 88 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, ME · CRD 3233769 |
| Exams passed | Series 63 (1999) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.sfallc.biz |
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Questions about Michael
Is Michael Sly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Strategic Financial Alliance 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, Strategic Financial Alliance, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Sly based?
Michael Sly is based in Canton, Massachusetts.
What does Michael specialize in?
Michael's specialties include tax planning, divorce financial planning and small business owners. Michael works with founders, retirees and divorced individuals.
What credentials does Michael Sly hold?
Michael Sly holds the CFP credential.
Is Michael Sly registered with the SEC?
Yes. Michael Sly is registered as an investment adviser representative in MA and ME (CRD 3233769), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Strategic Financial Alliance manage?
Strategic Financial Alliance reports $39.7M across 88 accounts in assets under management.
How do I contact Michael Sly?
Through Michael's website, www.sfallc.biz.
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
- Strategic Financial Alliance 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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