Michelle Halpin
Grand Central Investment Group · Tampa, Florida
Michelle Halpin is a fee-only financial advisor at Grand Central Investment Group in Tampa, Florida. Michelle focuses on retirement planning, small business owners and family wealth transfer. Grand Central Investment Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Grand Central Investment Group |
|---|---|
| Based in | Tampa, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $196.2M across 343 accounts |
| SEC registration | Investment adviser representative in FL · CRD 2209424 |
| Exams passed | Series 63 (1999) · Series 65 (1999) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.grandcentralgroup.com |
How Michelle's firm compares
- Grand Central Investment Group's average account is about $572,000, from its Form ADV (assets managed divided by 343 accounts).
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Questions about Michelle
Is Michelle Halpin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michelle holds no broker registration, and Grand Central Investment Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michelle charge for financial advice?
Michelle's firm, Grand Central Investment Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michelle Halpin based?
Michelle Halpin is based in Tampa, Florida.
What does Michelle specialize in?
Michelle's specialties include retirement planning, small business owners and family wealth transfer. Michelle works with multi-generational families.
Is Michelle Halpin registered with the SEC?
Yes. Michelle Halpin is registered as an investment adviser representative in FL (CRD 2209424), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Grand Central Investment Group manage?
Grand Central Investment Group reports $196.2M across 343 accounts in assets under management.
How do I contact Michelle Halpin?
Through Michelle's website, www.grandcentralgroup.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
- Grand Central Investment Group 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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