Stephen Shelvey
Stephen Shelvey is a CFP-designated registered investment advisor at Trajan Wealth, L.L.C., based in Scottsdale, AZ, with 32 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,955 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Trajan Wealth charges a percentage of your portfolio each year. The highest fee is generally 1.75%, but in limited circumstances, it could be up to 2.00%. The fees are deducted from your account either monthly or quarterly. The specific fee and billing schedule will be detailed in your investment advisory agreement.
Location
18700 North Hayden Road, Suite 470, Scottsdale, AZ, 85255
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2008Other Business ActivitiesSells Insurance
Stephen owns a rental property since 2003, dedicating minimal time to it. He is also an insurance agent selling various insurance products, which takes about a quarter of his time.
Employment History
Current Registrations
Trajan Wealth, L.L.C.
Previous Registrations
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Fisher Investments
Mercer Global Advisors INC.
NFP Securities, INC.Broker
Beacon Financial Group
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Fidelity Brokerage Services LLCBroker
Brokers Transaction Services, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
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.