# Stacy Francis

> Stacy Francis is a fee-only financial advisor at Francis Financial, Inc. in New York, New York, who holds the CDFA and CFP credentials. Stacy focuses on divorce financial planning. Francis Financial, Inc. reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stacy-francis/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Francis Financial, Inc.
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $803.2M across 1,048 accounts
- **Credentials:** CDFA, CFP
- **Specialties:** Divorce financial planning
- **Works with:** Divorced individuals
- **CRD:** 2939253 (https://adviserinfo.sec.gov/individual/summary/2939253)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (2003), Series 65 (2004)
- **Firm size:** 14 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://francisfinancial.com

## Frequently asked questions

### Is Stacy Francis a fee-only financial advisor?

Yes. Stacy Francis is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Stacy's firm.

### How does Stacy charge for financial advice?

Stacy's firm, Francis Financial, Inc., reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Stacy Francis based?

Stacy Francis is based in New York, New York.

### What does Stacy specialize in?

Stacy's specialties include divorce financial planning. Stacy works with divorced individuals.

### What credentials does Stacy Francis hold?

Stacy Francis holds the CDFA and CFP credentials.

### Is Stacy Francis registered with the SEC?

Yes. Stacy Francis is registered as an investment adviser representative in NY (CRD 2939253), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.

### How much does Francis Financial, Inc. manage?

Francis Financial, Inc. reports $803.2M across 1,048 accounts in assets under management.

### How do I contact Stacy Francis?

Through Stacy's website, francisfinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/3200): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://francisfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.