Stacy Francis
Francis Financial, Inc. · New York, New York
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.
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Specialties
Who they serve
- Divorced individuals
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 |
| Assets under management | $803.2M across 1,048 accounts |
| Credentials | CDFA · CFP |
| SEC registration | Investment adviser representative in NY · CRD 2939253 |
| Exams passed | Series 63 (2003) · Series 65 (2004) |
| Firm size | 14 employees |
| Disclosures | Reported; see the SEC record |
| Website | francisfinancial.com |
| Profile |
How Stacy's firm compares
- Francis Financial, Inc.'s average account is about $766,000, from its Form ADV (assets managed divided by 1,048 accounts).
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Questions about Stacy
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Francis Financial, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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