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Steven Honeyfield

25 Years of Experience
Houston, TX
Broker

Steven Honeyfield is a registered investment advisor at VALIC Financial Advisors, INC., based in Houston, TX, with 25 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B

Fee Structure

  • Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
  • Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
  • The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
One-Time Plan:Up to $5,000
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Location

2929 Allen Parkway, Houston, TX, 77019

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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.

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Other Business Activities

Steven owns two residential rental properties, one since 2008 and the other since 2017. He has limited involvement as a property manager handles day-to-day management, dedicating minimal time to each property.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
November 2003 - Present · 22 yrs 6 mos
VALIC Financial Advisors, INC.
November 2003 - Present · 22 yrs 6 mos
VALIC Financial Advisors, INC.Broker
November 2003 - Present · 22 yrs 6 mos
Previous Registrations
E*trade Advisory Services, INC.
March 2003 - September 2003 · 6 mos
E*trade Securities LLCBroker
March 2000 - November 2003 · 3 yrs 8 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
Steven Honeyfield - Financial Advisor | TrueAdvisor