Stephen Wintermeier
Stephen Wintermeier is a CFP-designated registered investment advisor at Fenway Financial Advisors, LLC, based in Arlington, VA, with 21 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 95 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fenway Financial Advisors' fees for investment management can be fixed-fee, hourly, or per diem:
- Fixed fees are per rebalancing and range from $600 to $3000.
- Hourly rates vary from $400 to $600, depending upon the nature of the engagement.
- Per diem rates vary depending upon the engagement.
Fees are negotiable and may be higher or lower based on the portfolio's size, complexity, asset structures, and other factors.
Location
1201 Wilson Blvd., 25th Floor, Arlington, VA, 22209
Get directionsHistory
Regulatory History (1)
Regulatory
February 2022Other Business Activities
Stephen is the author of "Grand Theft Portfolio" and fulfills orders for the self-published book, dedicating minimal time to this activity. He also manages a rental property, spending minimal time on general property management duties.
Employment History
Current Registrations
Fenway Financial Advisors, LLC
Previous Registrations
Fenway Financial Advisors
A. G. Edwards & Sons, INC.Broker
State Registrations3 states
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.