Stephenson and Company, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stephenson and Company, Inc. is a fee-only investment management and financial planning firm that serves individuals, high-net-worth clients, retirement plans, charitable organizations, and other business entities. The firm reports $446,981,303 in total assets under management, operates with a three-advisor team, and oversees roughly 265 client relationships.
The firm implements client-specific strategies grounded in strategic asset allocation and offers both discretionary and non-discretionary management alongside comprehensive and modular financial planning, hourly consultations, and retirement plan consulting. It uses model portfolios available through SEI and custodial arrangements with Charles Schwab and SEI Private Trust Company, actively manages Advisor-Guided portfolios (including rebalancing practices), and notes a concentrated use of Berkshire Hathaway B shares in certain equity recommendations or models.
Notable distinctions in the brochure include the firm’s presentation of performance results and hypothetical performance in its materials — a practice that is uncommon among similarly sized supported advisers — and its acceptance of standing letters of authorization (SLOAs) for client-directed transfers. The firm also describes participation in SEI’s platform and advisor benefit program, which provides institutional tools and services that supplement its advisory capabilities and may influence its custodian and model selection.
Client services
Expertise
Fee options
Fixed fees for comprehensive financial planning with minimum $2,000; custom modular planning minimum $1,000; fees negotiated case-by-case
$0 - $999,999: 1.0% annually $1,000,000 - $2,000,000: 0.75% annually $2,000,001 - $5,000,000: Tiered: 0.75% on first $2 million, 0.50% on next $3 million $5,000,001 - $10,000,000: 0.40% annually Above $10,000,000+: 0.30% annually
Hourly consulting fees range from $400 to $600 per hour, negotiable based on scope and complexity
Minimum fee: Minimum fees range from $1,000 to $2,000 depending on the advisory planning or consulting service; minimum fees are negotiable and can be waived at discretion Fee-only: Fee-only investment management and financial planning services; no commissions charged
Main office
241 Avenida Del Mar
San Clemente CA 92672
Advisors at this office
3
Most active in
Arizona · California · Texas
Also doing business as
Bradley Stephenson · Stephenson And Company · Stephenson And Company, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Collin Z
CFP®, Series 63, Series 65
San Clemente, CA
Stephenson and Company, Inc.
Collin Zines is a CFP® professional at Stephenson and Company, Inc. with seven years of industry experience. Prior to joining Stephenson and Company in 2025, he worked at AssetMark Financial Holdings and AssetMark Brokerage for six years. Stephenson and Company, Inc. is a fee-only investment management and financial planning firm serving individuals, high-net-worth clients, retirement plans, charitable organizations, and business entities. The firm employs client-specific strategies based on strategic asset allocation and offers both discretionary and non-discretionary management alongside comprehensive financial planning and retirement consulting.
Bradley S
CFP®, Series 63, Series 65
San Clemente, CA
Stephenson and Company, Inc.
Bradley Stephenson is a CFP® professional with 19 years of industry experience. He has been with Stephenson and Company, Inc. since 2016 and previously worked at Global Investment Solutions, LLC. The firm serves individuals, including high net worth clients, retirement plans, and other entities, offering fee-only investment management and financial planning. It employs strategic asset allocation across various securities and utilizes both fundamental and technical analysis in portfolio management.
Riley S
CFP®, CFA®, Series 66
San Clemente, CA
Stephenson and Company, Inc.
Riley Stephenson is a CFP® and CFA® with 12 years of industry experience. He has been with Stephenson and Company, Inc. since 2016 and has worked with the affiliated entity, Stephenson and Company, since 2014. The firm serves individuals, including high net worth clients, retirement plans, and other entities, offering fee-only investment management and financial planning services. Stephenson and Company employs a strategic asset allocation approach across various securities and integrates fundamental, technical, and cyclical analysis in its investment process, managing approximately $312 million for about 236 clients.
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