A complete list of active advisors currently associated with Stegent Equity Advisors Inc.

Warmer can help you find a great advisor at Stegent Equity Advisors Inc. or one who fits your needs even better.

The firm provides personal financial planning and investment management to a range of clients including individuals (including high‑net‑worth individuals), closely held business owners, pension and profit‑sharing plans, trusts, estates, charitable organizations and corporations. It manages roughly $243.7 million in discretionary assets for a small advisory team and serves about 91 client relationships. Its investment approach combines fundamental and technical analysis with a buy‑and‑hold orientation and the use of model‑based asset allocation; accounts are rebalanced on a schedule that can range from annually to monthly depending on size and objectives. The firm implements strategies through its internal management or by recommending unaffiliated money managers and commonly recommends Charles Schwab as custodian for client accounts. The firm is led by a principal who is credentialed as a CPA/PFS/CFP and also leads a related public accounting firm; the advisory firm supervises accounting‑firm personnel who assist in preparing client financial plans, the two entities share office space, and the principal spends approximately 25% of his time practicing as a CPA. The firm also advertises third‑party ratings and distributes a client newsletter, practices that are relatively uncommon among peers in this category.

To learn more about the advisors currently working at Stegent Equity Advisors Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.