Steve Warren
Steve Warren is a ChFC-designated registered investment advisor at Financial Planning Hq, LLC, based in San Antonio, TX, with 37 years of industry experience. Steve operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Financial Planning HQ does not directly manage investments. Instead, they refer clients to third-party money managers. If you contract with Financial Planning HQ for both financial planning and wealth management, you will pay a $6,500 financial planning fee, plus an additional fee that does not exceed 1% of the value of your account managed by Brinker. If you are a legacy client, you will pay Brinker a fee not to exceed 1.25% of the value of your account.
Location
13526 George Rd., Suite 208, San Antonio, TX, 78230
Get directionsHistory
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
Steve is a licensed insurance agent offering disability, traditional, and long-term care insurance, fixed annuities, and premium financing since 2018. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Financial Planning Hq, LLC
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
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.