Stephen Leitzell
Stephen Leitzell is a CFP, ChFC-designated registered investment advisor at Aan Wealth Advisors LLC, based in Easley, SC, with 44 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 229 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Combined management fee for AAN Wealth Advisors and the subadvisor is up to 1.50% annually, billed quarterly in arrears. Fees are negotiable.
Fee Estimator
Location
Easley, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stephen is the owner of Income & Asset Preservation, LLC, focusing on insurance sales and service. This investment-related activity takes about half of his time.
Employment History
Current Registrations
Aan Wealth Advisors LLC
Previous Registrations
Garden State Investment Advisory Services, LLC
Garden State Securities, INC.Broker
Questar Capital CorporationBroker
Questar Asset Management, INC.
Ing Financial Partners, INC.Broker
LPL Financial CorporationBroker
LPL Financial Corporation
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Centennial Capital Management, INC.Broker
Equity Services, INC.Broker
Cadaret, Grant & CO., INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Green Hill Financial Service CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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