Scott Stephens is a CFP-designated registered investment advisor at Kingsview Wealth Management, LLC, based in San Angelo, TX, with 26 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 12,309 clients with $9B 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 $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable and capped at 2.50% annually. In-house asset management model fees or third-party manager fees may apply in addition to this schedule.
Fee Estimator
Location
2635 S Johnson St, San Angelo, TX, 76904
Get directionsHistory
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
Scott is a partner with his father in J & S Ranch, raising cattle and sheep, and has 50% ownership in Runnion Ranch. He also co-owns Stephens Rental Properties LLC and is the Chairman of the Finance & Fundraising Committee Member for the San Angelo Downtown Kiwanis Club, and a board member for Grape Creek Independent School District (ISD).
Employment History
Current Registrations
Kingsview Wealth Management, LLC
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
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
More Advisors
- Edward Yale, CFAStrategic Financial Concepts, LLC
- Chad Currie, CFPEdward Jones
- Zachary Reyes, CFPCircadia Financial Planning
- Mason Heflin, CFPEdward Jones
- Robert Allcorn, CFPWells Fargo Advisors
- Douglas Massey, ChFCOfg Financial Services, INC.