Stephen Coffman
Stephen Coffman is a registered investment advisor at Wealthcare Advisory Partners LLC, based in Crozet, VA, with 31 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 9,142 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCAP offers investment management services where fees are based on a percentage of the assets they manage. The specific percentage can be up to 1.85% annually, depending on factors like the types of investments, the size of your account, and any special reporting or restrictions. Fees are generally paid quarterly, in advance. WCAP may offer discounted rates to employees, their families, and very high net worth clients. If WCAP uses independent managers, your overall fees will include WCAP's fee plus the manager's fees. WCAP also offers a wrap fee program where transaction costs are included in the overall advisory fee.
Location
Crozet, VA
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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 a basketball official, an investment advisor representative with Wealthcare Advisory Partners LLC (and its DBAs), and an instructor for Phoenix TS. He also acts as an agent for non-variable insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
LPL Financial LLCBroker
Previous Registrations
United Brokerage Services, INCBroker
United Brokerage Services INC
Cantella & CO., INC.Broker
Cantella & CO., INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
United Brokerage Services INC
United Brokerage Services, INCBroker
Uvest Investment ServicesBroker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations15 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.