Stephen Trojan is a registered investment advisor at Flatiron Wealth Advisors, LLC, based in Henrico, VA, with 17 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 7 clients with $1.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees are negotiable. Investment Management is only available to clients who utilize Financial Planning Services.
Fee Estimator
Location
Henrico, VA
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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
Stephen is the President and Founder of Flatiron Advisors Tax & Accounting, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Flatiron Wealth Advisors, LLC
Previous Registrations
Barrett Wealth Connection LLC
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
State Registrations2 states
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