Stefan Whitwell

CFA

Whitwell Advisors

11 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Whitwell Advisors

Compensation

Fee-Only (AUM)

Firm Size

6 advisors

Number of Clients

319 clients

Average Client Portfolio

$353K average

Assets Under Management

$112.6M

Fee Structure

Minimum Investment:$1M

Location

Bee Cave, TX

Get directions

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.

Other Business Activities

Stefan is a licensed real estate broker in Texas since 2006, using the license for personal transactions only. He dedicates minimal time to this activity.