Stephen Hess
Stephen Hess is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Bryan, OH, with 28 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 Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
516 E High St, Bryan, OH, 43506
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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 independent insurance agent for various companies, dedicating a few hours per week to this role. He also serves as an advisory representative for a RIA and is heavily involved with Trilogy Wealth Advisors, taking up nearly all of his time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Nrp Advisors, INC.
Nrp Financial, INC.
Nrp Financial, INC.Broker
Sky Investments, INC.Broker
The Ohio CompanyBroker
State Registrations28 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.
Exams
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