A complete list of active advisors currently associated with Stephenson and Company, Inc.

Warmer can help you find a great advisor at Stephenson and Company, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Stephenson and Company, 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.