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Stephen Shipley

Alongside, LLC
32 Years of Experience
Irving, TX
Sells Insurance
View SEC Summary
View SEC Summary

Stephen Shipley is a registered investment advisor at Alongside, LLC, based in Irving, TX, 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 Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,122 clients with $880M in assets under management.

Alongside, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
2,122 clients
Average Client Portfolio
$414K average
Assets Under Management
$878.6M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.65%

Maximum advisory fee of 1.65%. Fees are negotiable and may vary based on account size, portfolio complexity, and level of activity.

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

Location

105 Decker Court Suite 730, Irving, TX, 75062

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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 ActivitiesSells Insurance

Stephen sells fixed insurance, dedicating about 10% of his time to this activity. He is also a co-owner and managing partner of Cottonwood Ventures, LLC, an operating company for securities, advisory, and insurance business, and Algodon Madera Partners, LLC, created for real estate and oil and gas investments, dedicating minimal time to each.

Employment History
Current Registrations
Alongside, LLC
April 2026 - Present · 6 mos
Cottonwood Capital Advisors
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
Commonwealth Financial Network
January 2016 - April 2023 · 7 yrs 3 mos
Commonwealth Financial NetworkBroker
January 2016 - April 2023 · 7 yrs 3 mos
Prospera Financial Services, INC.Broker
March 2013 - January 2016 · 2 yrs 10 mos
Prospera Financial Services, INC.
March 2013 - January 2016 · 2 yrs 10 mos
Morgan Stanley
June 2009 - April 2013 · 3 yrs 10 mos
Morgan StanleyBroker
June 2009 - April 2013 · 3 yrs 10 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
November 1993 - April 2007 · 13 yrs 5 mos
Morgan Stanley Dw INC.Broker
November 1993 - April 2007 · 13 yrs 5 mos
State Registrations1 state
TX
Advisor

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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