Vint Stevenson
Vint Stevenson is a registered investment advisor at Stevenson Advisory Services & Investments, based in Weatherford, TX, with 23 years of industry experience. Vint operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 11 clients with $5.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is negotiable.
Fee Estimator
Location
Weatherford, TX
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2011Other Business Activities
Vint owns and works as an educator at Stevenson Firearms & Ammo, a firearms and gunsmithing business, since 2015. This activity is not investment-related and takes about 10-20% of his time.
Employment History
Current Registrations
Stevenson Advisory Services & Investments
Previous Registrations
Regal Investment Advisors LLC
Securities America, INC.Broker
Securities America Advisors, INC.
Unionbanc Investment Services, LLCBroker
Unionbanc Investment Services, LLC
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
American Express Financial Advisors, INC.
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.