Stephen Kincer
Stephen Kincer is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Huntsville, AL, with 30 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, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
65A Town Center Drive, Huntsville, AL, 35806
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2002Other Business ActivitiesSells Insurance
Stephen is a partner at Kincer Business Group Inc., focusing on tax preparation and accounting, and also runs a CPA firm and tax practice as President of INCER Business Group Inc., dedicating about half his time to this. Additionally, Stephen is an insurance agent selling life insurance and annuities, and owns multiple rental properties.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Wealth, INC.
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
American United Life Insurance CompanyBroker
Aul Equity Sales CORP.Broker
State Registrations14 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.