Stephanie Williams is a CFA-designated registered investment advisor at Tfr Capital, based in Plano, TX, with 16 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 243 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TFR Capital charges an annual investment management fee ranging from 0.50% to 2.0% of your portfolio. The fee is calculated based on the average daily balance of your accounts. The fee for the initial month is paid after the month is over, and subsequent months are paid in advance.
Location
5801 Tennyson Pkwy, Suite 150, Plano, TX, 75024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Tfr Capital
Previous Registrations
Scf Investment Advisors, INC.
Envestnet | Pmc
Placemark Investments, INC.
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.