Steven Standley
Steven Standley is a registered investment advisor at Impact Partnership Wealth, LLC, based in Brentwood, TN, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,017 clients with $3B 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% |
Individual advisors can set the annual fee up to a maximum of 2.00%. Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
1804 Williamson Ct, Ste 207, Brentwood, TN, 37027
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2022Other Business ActivitiesSells Insurance
Steven is the owner of Standley Financial Group, offering fixed insurance, life insurance, and annuities for general planning and retirement income, dedicating about half of his time. He is also a referral partner for ABCover, providing solutions to school systems for teacher absenteeism, dedicating minimal time.
Employment History
Current Registrations
Impact Partnership Wealth, LLC
Previous Registrations
D.H. Hill Advisors, INC.
D.H. Hill Securities, LllpBroker
Oneamerica Securities, INC.Broker
American United Life Insurance CompanyBroker
Legacy Financial Services, 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
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