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CFP
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CFP

Stefan Nensala

Wealthcare Advisory Partners LLC
20 Years of Experience
Leander, TX
1 Disclosure
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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 Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 10,948 clients with $8.3B in assets under management.

Wealthcare Advisory Partners LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
176 advisors
Number of Clients
10,948 clients
Average Client Portfolio
$757K average
Assets Under Management
$8.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.85%

Maximum fee rate is up to 1.85% based on account size, investment types, and restrictions. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Leander, TX

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
October 2021
View Full SEC ReportHow to Read Disclosures
Other 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
January 2022 - Present · 4 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2016 - November 2021 · 5 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
July 2016 - November 2021 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2015 - July 2016 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2015 - July 2016 · 1 yr 2 mos
Charles Schwab & CO., INC.
January 2010 - April 2015 · 5 yrs 3 mos
Charles Schwab & CO., INC.Broker
January 2010 - April 2015 · 5 yrs 3 mos
Chase Investment Services CORP.
December 2008 - November 2009 · 11 mos
Chase Investment Services CORP.Broker
December 2008 - November 2009 · 11 mos
Metlife Securities INC.
August 2007 - October 2008 · 1 yr 2 mos
Metlife Securities INC.Broker
July 2007 - October 2008 · 1 yr 3 mos
Liberty Life Securities LLCBroker
June 2006 - August 2007 · 1 yr 2 mos
Legg Mason Wood Walker INC
February 2005 - January 2006 · 11 mos
Legg Mason Wood Walker, IncorporatedBroker
January 2005 - January 2006 · 1 yr
State Registrations1 state
TX
Advisor

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Exams
No exam information available for this advisor.
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