Jason Stepanik is a CFP-designated registered investment advisor at Sf Planning Group LLC, based in The Woodlands, TX, with 26 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Gen X, and 5 more. Their firm serves 17 clients with $4.8M 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 $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee Estimator
Contact
Jason Stepanik
Location
2002 Timberloch Pl, Suite 200, The Woodlands, TX, 77380
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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
Jason is a licensed insurance agent, but he no longer sells insurance products or is affiliated with any insurance companies. As a fee-only advisor, Jason will not sell insurance to SF Planning Group LLC clients.
Employment History
Current Registrations
Sf Planning Group LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Hfg Wealth Management, LLC
Swbc Investment Company
Swbc Investment Services, LLCBroker
Clearbridge Investments, LLC
Legg Mason Investor Services, LLCBroker
Delaware Capital Management Advisers, INC
Delaware Distributors, L.P.Broker
Invesco Advisers, INC.
Invesco Aim Private Asset Management, INC.
Invesco Distributors, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.
Exams