Stephen Olah is a CFP, PFS-designated registered investment advisor at Towson Financial Advisors, LLC, based in Abingdon, MD, with 29 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 38 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
Abingdon, MD
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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 Activities
Stephen is a CPA and proprietor, preparing tax returns and providing tax consulting services since 1989. This activity is not investment-related.
Employment History
Current Registrations
Towson Financial Advisors, LLC
Previous Registrations
Towson Financial Advisors, LLC
Tls Advisory Services, INC.
Tls Financial Services, INC.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Hornor, Townsend & Kent, INC.Broker
American Growth Fund Sponsors, INC.Broker
Lasalle St Securities, L.L.C.Broker
1st Global Capital CORP.Broker
State Registrations1 state
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