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Gelasia Steed

Advisor at Steed Investments, LLC — Graford, TX

Updated today

Credentials

CFP®, Series 66

Experience

23 years

Location

Graford, TX

Steed Investments, LLC

Independent

Total advisors

1

Clients per advisor

0 Low

Avg AUM per client

—

HNW client ratio

—

About

Gelasia Steed is a CFP® with 23 years of industry experience, currently serving as the sole advisor at Steed Investments, LLC since 2007. She holds a Series 66 designation and operates from Graford, TX. Outside of her advisory work, she is involved in oil and gas consulting and owns and operates a hospitality resort. Steed Investments, LLC provides investment advisory services, financial planning, and consulting on an hourly or project basis to individuals, trusts, and business entities. The firm uses both fundamental and technical analysis to make non-discretionary recommendations across a range of securities, with clients retaining custody and selecting their own brokers.

Client services

Based on Steed Investments, LLC

Financial planning

Expertise

Based on Steed Investments, LLC

General retirement planning General estate planning guidance

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Fee options

Fixed

Fixed fees typically range from $2,000 to $4,000 depending on complexity for a complete financial plan

Project-based

$200 per hour for planning and consulting services

Other

Fee-only: Hourly fees of $200 for planning and consulting services; fixed fees typically range from $2,000 to $4,000 for a complete financial plan, negotiable per client

Location

Graford, TX

Graford TX

Advisors at this office

1

Most active in

Texas

Work history

23 years of industry experience

Steed Investments, LLC

2007 - Present • 19 years

Fort Worth, TX

Rhodes Investment Advisors, Inc.

2004 - 2007 • 3 years

TX

Transamerica Financial Advisors, Inc.

2003 - 2004 • 1 year

Metairie, LA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael B

CFP®, Series 63, Series 65

Mineral Wells, TX

Western Reserve Wealth Management LLC

Michael Babbin is a CFP® professional with 26 years of experience in financial advising. He is the principal at Western Reserve Wealth Management LLC, where he has worked since 2021. Prior to that, he spent a decade with LPL Financial LLC and Redwood Financial Network. He is also a licensed insurance agent. Western Reserve Wealth Management provides discretionary portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm manages approximately $35 million across about 30 client relationships, employing asset-allocation-based ETF strategies and combining fundamental, quantitative, and technical analysis with modern portfolio theory.

Annuities
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Cecil H

CFP®, Series 63, Series 66

Mineral Wells, TX

Advisor Share Wealth Management, LLC

Cecil Hight is a CFP® with 21 years of experience in the financial industry, currently serving at Advisor Share Wealth Management, LLC. His career includes roles at UBS Financial Services and multiple entrepreneurial ventures, including Stewardship Legacy Coaching, where he has been involved in teaching and coaching. He also holds leadership positions in healthcare-related companies outside the investment industry. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm utilizes a range of third-party sub-advisers and model portfolios and offers alternative and private investment options, operating alongside affiliated entities that provide comprehensive platform and referral services.

Private / alternative investments ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive

Kelsey C

Series 66

Mineral Wells, TX

Edward Jones

Kelsey Cates is a financial advisor at Edward Jones with one year of industry experience. Before joining Edward Jones, Cates worked in home inspections and held roles at Calvary Chapel Ruidoso and local churches. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Business ownership considerations Retirement income strategy General retirement planning Inheritance planning Wealth management Founder/Business Owner
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James W

Series 63, Series 65, Series 66

Mineral Wells, TX

Edward Jones

James Walker is a financial advisor with Edward Jones in Mineral Wells, TX, holding Series 63, Series 65, and Series 66 licenses. He has 39 years of industry experience, including 26 years at Edward Jones. Outside of his advisory role, he serves as a board member for Elmwood Cemetery Inc. and Palo Pinto Water Corporation, and owns a livestock ranch in Mineral Wells. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds. The firm supports over four million clients through a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Chandler S

Series 66

Mineral Wells, TX

Edward Jones

Chandler Stults is a financial advisor at Edward Jones in Mineral Wells, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Panda Express and ROW Chemical Weed Control, and spent over a decade at Weatherford Christian School. He also attended the University of Arkansas from 2021 to 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Charitable giving & philanthropy Founder/Business Owner Religious/faith focused
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John B

Series 63, Series 65

Mineral Wells, TX

LPL Financial

John Berry is a financial advisor with LPL Financial in Mineral Wells, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at ICA Group Wealth Management, Investment Centers of America, Edward Jones, and Curian Capital. Outside of his advisory work, he is involved in the agricultural business through the John Berry Ranch, which cares for and sells cattle. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a wide range of investment strategies and utilizes machine-learning and other tools for operational and research support.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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