Michael Stalker
MCS Family Wealth Advisors · Bend, Oregon
Michael Stalker is a fee-only financial advisor at MCS Family Wealth Advisors in Bend, Oregon, who holds the CFA credential. MCS Family Wealth Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | MCS Family Wealth Advisors |
|---|---|
| Based in | Bend, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $162.6M across 220 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in OR, TX · CRD 1161401 |
| Exams passed | Series 63 (1988) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.mcsfamilywealth.com |
How Michael's firm compares
- MCS Family Wealth Advisors's average account is about $739,000, from its Form ADV (assets managed divided by 220 accounts).
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Questions about Michael
Is Michael Stalker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and MCS Family Wealth 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, MCS Family Wealth Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Michael Stalker based?
Michael Stalker is based in Bend, Oregon.
What credentials does Michael Stalker hold?
Michael Stalker holds the CFA credential.
Is Michael Stalker registered with the SEC?
Yes. Michael Stalker is registered as an investment adviser representative in OR and TX (CRD 1161401), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MCS Family Wealth Advisors manage?
MCS Family Wealth Advisors reports $162.6M across 220 accounts in assets under management.
How do I contact Michael Stalker?
Through Michael's website, www.mcsfamilywealth.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
- 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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