How does the advisor help clients – Key Takeaways:
Stevenson Advisors, LLC is a reputable financial advisory firm that provides comprehensive financial services to individuals and businesses. With their team of experienced and knowledgeable advisors, they strive to help clients achieve their financial goals and plan for a secure future.
Facts and Insights
Founded in 2005, Stevenson Advisors, LLC has over 15 years of experience in the financial industry. They currently manage over $500 million in assets and have a team of 10 dedicated advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
Stevenson Advisors, LLC offers a wide range of financial services, including investment management, retirement planning, tax planning, and estate planning. They have a holistic approach to financial planning, taking into consideration their clients’ unique goals and circumstances.
Client Types
Stevenson Advisors, LLC works with a diverse group of clients, including individuals, families, and small business owners. They also serve high net worth individuals with complex financial needs.
Fees & Compensation
Stevenson Advisors, LLC is a fee-only advisory firm, which means they are compensated solely by their clients and do not earn commissions from product sales. Their fees are based on a percentage of assets under management, ensuring that their goals are aligned with their clients’ success.
Background
Stevenson Advisors, LLC was founded by John Stevenson, CFP®, a certified financial planner with over 25 years of experience in the finance industry. He and his team of advisors are committed to providing personalized and transparent financial guidance to their clients.
Financial Advisor Disclosures to Know
As with any financial advisory firm, it is important to understand the potential risks and conflicts of interest that may arise. Stevenson Advisors, LLC is registered with the Securities and Exchange Commission and is required to provide disclosure documents to clients. These documents include information about their services, fees, and potential conflicts of interest.