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Advisor

Michael Stacey

HC Advisors · Sandy Springs, Georgia

Michael Stacey is a fee-only financial advisor at HC Advisors in Sandy Springs, Georgia, who holds the CFP credential. Michael charges a percentage of assets and focuses on estate & legacy planning, retirement planning and tax planning.

Percentage of assets Fee-only CFP

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Specialties

Who they serve

  • Ultra high net worth
  • Executives
  • Founders

Facts

FirmHC Advisors
Based in Sandy Springs, Georgia
Fee modelPercentage of assets
Assets under management$500.2M across 792 accounts
CredentialsCFP
SEC registration Investment adviser representative in GA · CRD 6790743
Exams passedSeries 63 (2018)
Firm size8 employees
Disclosures None reported
Websitewww.hc-adv.com
LinkedInProfile

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Questions about Michael

Is Michael Stacey a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and HC 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 charges a percentage of assets.

Where is Michael Stacey based?

Michael Stacey is based in Sandy Springs, Georgia.

What does Michael specialize in?

Michael's specialties include estate & legacy planning, retirement planning and tax planning. Michael works with ultra high net worth, executives and founders.

What credentials does Michael Stacey hold?

Michael Stacey holds the CFP credential.

Is Michael Stacey registered with the SEC?

Yes. Michael Stacey is registered as an investment adviser representative in GA (CRD 6790743), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does HC Advisors manage?

HC Advisors reports $500.2M across 792 accounts in assets under management.

How do I contact Michael Stacey?

Through Michael's website, www.hc-adv.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
  • HC 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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