Stephen Overstreet
Stephen Overstreet is a CFP-designated registered investment advisor at Financial Planning Office of Stephen Overstreet, P.A., based in Winter Park, FL, with 24 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 15 clients with $39M 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 $500K | 0.60% |
| $500K+ | 0.40% |
The annual fee is the larger of $2,500 (minimum annual fee) or 0.6% of assets up to $500,000. For assets greater than $500,000, the fee is $3,000 plus 0.4% of assets exceeding $500,000. For those with assets less than $400,000, reduced reporting frequency and lower fees may be negotiated.
Fee Estimator
Location
Winter Park, FL
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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 →Employment History
Current Registrations
Financial Planning Office of Stephen Overstreet, P.A.
State Registrations1 state
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.