Stefan Nensala
Stefan Nensala is a CFP-designated registered investment advisor at Wealthcare Advisory Partners LLC, based in Leander, TX, with 20 years of industry experience. Stefan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 9,142 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCAP offers investment management services where fees are based on a percentage of the assets they manage. The specific percentage can be up to 1.85% annually, depending on factors like the types of investments, the size of your account, and any special reporting or restrictions. Fees are generally paid quarterly, in advance. WCAP may offer discounted rates to employees, their families, and very high net worth clients. If WCAP uses independent managers, your overall fees will include WCAP's fee plus the manager's fees. WCAP also offers a wrap fee program where transaction costs are included in the overall advisory fee.
Location
Leander, TX
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Regulatory History (1)
Employment Separation After Allegations
October 2021Other Business Activities
Stefan is the CEO of Wealthy Profits, LLC, a community development organization providing financial literacy and money management guidance. He dedicates about 10-20% of his time to this non-investment related activity, assisting with programs for students, teachers, nurses, police officers, and firefighters.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Liberty Life Securities LLCBroker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
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.