Stephen Long is a PFS-designated registered investment advisor at Hl Wealth Management, LLC, based in Bellevue, WA, with 16 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 1 more. Their firm serves 14 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1621 114th Ave. Se, Suite 205, Bellevue, WA, 98004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen is a Vice President at Hauser Long, P.S., a certified public accounting firm, since 2007. He spends full-time hours on business and individual tax consulting and management.
Employment History
Current Registrations
Hl Wealth Management, LLC
State Registrations1 state
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