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CFA

Stephen Wilson

&partners
17 Years of Experience
Charlotte, NC
Broker
View SEC Summary
View SEC Summary

Stephen Wilson is a CFA-designated registered investment advisor at &partners, based in Charlotte, NC, with 17 years of industry experience. Stephen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 62,194 clients with $30B in assets under management.

&partners
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
62,194 clients
Average Client Portfolio
$487K average
Assets Under Management
$30.3B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Advisory fee is based on a percentage of assets under management, capped at 3.0%. Fees are individually negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2820 Selwyn Ave., Suite 360, Charlotte, NC, 28209

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Stephen owns rental properties in Chapel Hill, NC and Awendaw, SC, and is on the investment committee for the United Methodist Foundation of Western NC. He also holds power of attorney for his mother, dedicating minimal time to each of these activities.

Employment History
Current Registrations
&partnersBroker
January 2025 - Present · 1 yr 9 mos
&partners
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Wells Fargo Advisors
February 2021 - January 2025 · 3 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
January 2021 - January 2025 · 4 yrs
Solamere Advisors
September 2009 - March 2014 · 4 yrs 6 mos
Capital Guardian Wealth Management, LLC
June 2009 - September 2009 · 3 mos
Capital Guardian, LLCBroker
June 2009 - July 2012 · 3 yrs 1 mo
Stanford Group CompanyBroker
February 2009 - March 2009 · 1 mo
Stanford Group Company
October 2008 - March 2009 · 5 mos
Wachovia Securities, LLCBroker
October 2002 - March 2004 · 1 yr 5 mos
Wachovia Securities, LLC
August 2002 - March 2004 · 1 yr 7 mos
Wheat, First Securities, INC.Broker
January 1995 - January 1999 · 4 yrs
Interstate/johnson Lane CorporationBroker
August 1993 - February 1995 · 1 yr 6 mos
State Registrations27 states
ALAZCACOCTDEFLGAIDILMAMDMEMIMONCNHNJNYOHPASCTNTXVAWAWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
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