Stacy Shields
Fortitude Advisory Group · Gig Harbor, Washington
Stacy Shields is a fee-only financial advisor at Fortitude Advisory Group in Gig Harbor, Washington. Fortitude Advisory Group reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Fortitude Advisory Group |
|---|---|
| Based in | Gig Harbor, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $467.5M across 1,354 accounts |
| SEC registration | Investment adviser representative in WA · CRD 7112924 |
| Exams passed | Series 65 (2018) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | afminvestments.net |
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Questions about Stacy
Is Stacy Shields a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stacy holds no broker registration, and Fortitude Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stacy charge for financial advice?
Stacy's firm, Fortitude Advisory Group, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Stacy Shields based?
Stacy Shields is based in Gig Harbor, Washington.
Is Stacy Shields registered with the SEC?
Yes. Stacy Shields is registered as an investment adviser representative in WA (CRD 7112924), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fortitude Advisory Group manage?
Fortitude Advisory Group reports $467.5M across 1,354 accounts in assets under management.
How do I contact Stacy Shields?
Through Stacy's website, afminvestments.net.
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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