Fees vary based on the services provided. Financial planning fees range from $3,000 to $10,000, depending on complexity. Business planning fees start at $6,000 annually. Consulting services are billed hourly at $300-$500 per hour. Asset management fees range from 0.5% to 1.5% of assets under management, and are negotiable based on scope of work, investment advice, services provided, size and complexity of account(s). Existing clients may pay different fees than those stated.
1207 S. White Chapel Blvd, Suite 150, Southlake, TX, 76092
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Stephen holds the Accredited Investment Fiduciary (AIF) and Certified Exit Planning Advisor (CEPA) designations. These are professional certifications related to investment and exit planning.