Michael Waters is a PFS-designated registered investment advisor at Halcyon Professional Advisors, based in Cullman, AL, with 9 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 7 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Halcyon Professional Advisors does not perform continuous and ongoing investment management services to clients' assets. HPA will make no-load mutual fund recommendations. The client is responsible for implementing HPA's investment recommendations and rebalancing recommendations. Upon request only, HPA will assist the Client in conducting the recommended transactions in an account using non-discretionary authority. After the transactions occur, HPA does not provide continuous oversight but will review the account on an annual basis, at least.
Location
316 2nd Ave SW, Ste 300, Cullman, AL, 35055
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is an accountant and managing member of Michael W. Waters, CPA, LLC, dedicating a majority of his time to this activity. He is also a shareholder and CFO of Physicians Resource Network, Inc., spending a few hours per week, and a member of Heritage Medical Complex, LLC and W & D Properties, LLC, spending minimal time on each. Additionally, Michael is a minister at Baldwin Church of Christ, spending a few hours per week.
Employment History
Current Registrations
Halcyon Professional Advisors
Previous Registrations
Halcyon Professional Advisors
State Registrations1 state
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