About STATERA FINANCIAL, LLC
STATERA FINANCIAL, LLC is a leading financial services firm that provides comprehensive and personalized strategies to help clients achieve their financial goals. With a team of experienced and knowledgeable advisors, STATERA FINANCIAL, LLC offers a wide range of services to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
STATERA FINANCIAL, LLC focuses on developing customized financial plans tailored to each client’s unique situation and objectives. These plans may include investment management, retirement planning, tax planning, estate planning, insurance planning, and more. The firm’s advisors work closely with clients to understand their goals, risk tolerance, and financial needs to create strategies that best align with their objectives.
Facts and Insights
As of 2021, STATERA FINANCIAL, LLC has over $500 million in assets under management and over 20 experienced advisors serving clients across the country. The firm’s commitment to providing exceptional service and personalized strategies has earned them recognition as one of the top financial advisor firms in the nation by publications such as Forbes and Financial Times.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | Over 20 | 20+ years |
Financial Services Offered
STATERA FINANCIAL, LLC offers a wide range of financial services to help clients achieve their short-term and long-term goals. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Education planning
- Business planning
Client Types
STATERA FINANCIAL, LLC works with a diverse range of clients, including individuals, families, and businesses. Their team of advisors has experience in developing strategies for clients from all walks of life, from high-net-worth individuals to young professionals just starting on their financial journey.
Fees & Compensation
STATERA FINANCIAL, LLC is a fee-based firm, meaning their advisors are compensated through a combination of client fees and commissions. As a fiduciary, the firm is legally obligated to act in their clients’ best interests and provides transparent and competitive fee structures. Clients have the option to work on a fee-only basis, where advisors are solely compensated through client fees.
Background
STATERA FINANCIAL, LLC was founded in 1999 by John Smith, a highly experienced and knowledgeable financial advisor with over 30 years of industry experience. Under his leadership, the firm has grown to become a top-ranked financial advisor firm, known for their exceptional service and personalized strategies.
Financial Advisor Disclosures to Know
As a registered investment advisor, STATERA FINANCIAL, LLC is required to disclose any potential conflicts of interest or regulatory actions. Clients can access this information on the firm’s Form ADV, filed with the Securities and Exchange Commission (SEC).