Steven Tardiff
Steven Tardiff is a registered investment advisor at Advisory Financial Services LLC, based in Oceanside, CA, with 39 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 11 clients with $500K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $750K | 2.00% |
| $750K - $3.0M | 1.50% |
| $3M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
Oceanside, CA
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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
Steven works as a tax consultant, insurance agent, and CFO.
Employment History
Current Registrations
Advisory Financial Services LLC
Previous Registrations
Triad Advisors, INC.Broker
Linsco/private Ledger CORP.Broker
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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.