Stephen Whitehorn
Stephen Whitehorn is a registered investment advisor at World Investment Advisors, LLC, based in Madison, NJ, with 36 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,488 clients with $56B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WIA Wealth charges a percentage of your portfolio each year. The exact percentage will be outlined in your agreement and will never exceed 3.00%. Fees may be negotiable. WIA IARs may also use a custodian other than Schwab or Fidelity, which will be made clear to the client prior to any accounts being opened.
Location
29 Main Street, 2nd Floor, Madison, NJ, 07940
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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 an insurance agent at a multi-line insurance brokerage since 1995, selling life, health, and other insurance, taking about a quarter of his time. He also owns Whitehorn Financial Group, Inc. focusing on property/casualty insurance and risk management, and manages rental properties, dedicating minimal time to the latter, and is an author and owner of a technology service.
Employment History
Current Registrations
World Investment Advisors, LLC
World Investments, LLCBroker
Previous Registrations
World Advisory Services
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Mony Securities CorporationBroker
The Mutual Life Insurance Company of New YorkBroker
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.