Advisor at Halcyon Professional Advisors
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Firm
Halcyon Professional Advisors
Location
Cullman, AL 35055
Credentials
PFS™
Industry experience
9 years
Michael Waters is a financial advisor at Halcyon Professional Advisors and holds the PFS™ designation with nine years of industry experience. He is also a CPA and manages his own accounting firm, Michael W. Waters, CPA, LLC, which he has operated since 1988. Outside of his financial and accounting work, he serves as a minister at Baldwin Church of Christ. Halcyon Professional Advisors is an independent firm serving a small number of middle-income individuals and families with fee-only financial planning and investment oversight. The firm provides tax-aware asset allocation advice and tailored recommendations, focusing on no-load mutual funds and publicly traded investments, while clients retain control of their accounts.
Retainer fees billed monthly or quarterly in advance, ranges from $2,000 to $20,000 annually.
Fee-only: Financial Review: $500-$950; Limited Scope Engagement: $1,000-$5,000; Retainer: $2,000-$20,000 annually, billed monthly or quarterly in advance.
316 2 Nd Ave Sw, Ste 300
Cullman, AL 35055
Alabama
Halcyon Professional Advisors, LLC
2015 - Present (11 years)
Athens State University
2009 - 2019 (10 years)
Baldwin Church of Christ
2006 - Present (20 years)
Physician Resource Network
1997 - Present (29 years)
Michael W. Waters, CPA, LLC
1988 - Present (38 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Cullman, AL
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