Steven Cass is a CFP-designated registered investment advisor at Hb Wealth, based in Tampa, FL, with 23 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 5,459 clients with $30B 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.63% |
| $10M+ | 0.50% |
Firm generally imposes a minimum annual fee of $12,500. Fees are negotiable.
Fee Estimator
Location
2502 North Rocky Point Drive, Suite 900, Tampa, FL, 33607
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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 Activities
Steven is a board member of the Morton Plant Mease Healthcare Foundation since January 2024, dedicating a few hours per week. He acts as an ambassador for the health system and oversees organizational management.
Employment History
Current Registrations
Hb Wealth
Previous Registrations
Truist Advisory Services, INC.
Suntrust Investment Services, INC.
Truist Investment Services, INC.Broker
First of America Brokerage Service, INC.Broker
Great Western Financial Securities CorporationBroker
G. R. Phelps & CO., INC.Broker
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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