Stability Partners Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$132,426,288
Clients
193
Advisors
3
of 3 employees
About
The firm provides fee‑based financial planning, portfolio management and retirement-plan advisory services to individuals and businesses and operates as a co‑advisor to a third‑party money manager. It reports roughly $141 million in discretionary assets under management and implements client accounts primarily through model portfolios offered by the co‑advisor.
Investment implementation is carried out largely via the co‑advisor/third‑party manager relationship: the firm helps select appropriate models based on clients’ objectives and risk tolerances and retains ongoing discretion to select or change models, while using fundamental and technical analysis in its financial‑planning work. The firm also offers limited‑scope ERISA 3(21) services for qualified retirement plans and one‑time financial plans prepared on an hourly basis.
Distinctive features disclosed in the brochure include principal-level affiliations with an insurance business: the firm’s principals are licensed insurance agents and may offer insurance products and receive commissions, with conflicts addressed through disclosure and fiduciary procedures. The firm also shares in the management fees and receives AUM‑based incentive payments from its co‑advisor, a revenue‑sharing arrangement the brochure highlights as a potential conflict that is disclosed to clients.
Client services
Expertise
Occupation focus
Fee options
$0+: 1.65% (Custom Indexing - Strategic) $0+: 1.50% (Strategic Portfolio) $0+: 1.65% (Custom Indexing - Allocation) $0+: 1.50% (Allocation) $0+: 1.50% (Tactical) $0+: 1.50% (Defined Outcome) $0+: 1.50% (Private Wealth) $0+: 1.00% (Preservation) $0+: $300 flat fee (Client Directed Accounts)
$250 per hour for financial planning services
Fee-only: Financial planning hourly fee $250 with minimum 10 hours
Main office
9070 Gleannloch Forest Drive, Suite 400
Spring TX 77379
Advisors at this office
3
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Nathan P
CFP®, Series 65
Spring, TX
Stability Partners Advisory Group, LLC
Nathan Powell is a CFP® with four years of industry experience, currently serving as an advisor at Stability Partners Advisory Group, LLC. Prior to his financial advisory career, he worked at Tesla Motors and Siemens Energy. He is also an associate partner and licensed insurance agent affiliated with Stability Partners LLC. Stability Partners Advisory Group, LLC provides fee-based financial planning, portfolio management, and retirement-plan advisory services to individuals and businesses. The firm operates as a co-advisor to a third-party money manager, focusing on model portfolio implementation tailored to clients’ objectives and risk tolerances.
Jean C
Series 63, Series 65
Spring, TX
Stability Partners Advisory Group, LLC
Jean Casagrande is a financial advisor with Stability Partners Advisory Group, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been associated with Stability Partners in various capacities since 2010. Outside of advising, Casagrande serves as a director of HC MUD 383, an elected taxing agency responsible for local community services including water and sewage. Stability Partners Advisory Group provides fee-based financial planning, portfolio management, and retirement-plan advisory services to individuals and businesses. The firm primarily implements client accounts through model portfolios selected in partnership with a third-party money manager and manages approximately $141 million in discretionary assets.
Bryan P
Series 65
Spring, TX
Stability Partners Advisory Group, LLC
Bryan Powell is a financial advisor at Stability Partners Advisory Group, LLC with 14 years of industry experience. He holds a Series 65 designation and has been involved with Stability Partners entities since 2010. Outside of advisory work, he serves as managing partner of an insurance sales business. Stability Partners Advisory Group provides fee-based financial planning, portfolio management, and retirement-plan advisory services to individuals and businesses. The firm operates as a co-advisor to a third-party money manager, primarily implementing client accounts through model portfolios tailored to client objectives and risk tolerances.
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