Gelasia Steed is a CFP-designated registered investment advisor at Steed Investments, LLC, based in Graford, TX, with 23 years of industry experience. Gelasia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Steed Investments charges hourly fees of $200 for planning and consulting services. Fixed fees typically range from $2,000 to $4,000 for a complete financial plan including insurance, business, and estate planning concepts, but not including implementation. These fees are negotiable and are typically payable half upon commencement and the remainder upon completion of the services.
Location
Graford, TX
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
Gelasia is involved with G Steed LP, an oil and gas venture, dedicating about a quarter of her time. She also spends significantly more than full-time hours in hospitality with Lush Resort.
Employment History
Current Registrations
Steed Investments, LLC
Previous Registrations
Rhodes Investment Advisors, INC.
Transamerica Financial Advisors, 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.