Steven Vonschriltz is a registered investment advisor at W3 Wealth Advisors, LLC, based in Worthington, OH, with 18 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
W3 Wealth Advisors does not directly manage investments. Instead, they recommend managed account programs through Valmark Advisers, Inc., where fees are described in Valmark's brochure. These programs may allocate assets to different funds or portfolio managers. Clients may pay custodial, transaction, or account maintenance fees, but W3 does not share in these fees. Clients can buy securities outside these programs without incurring program fees.
Location
890 Proprietors Rd., Worthington, OH, 43085
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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.
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Steven works as an assistant coach at the Upper Arlington Swim Club, dedicating a few hours per week. He also works as a financial advisor/IAR for W3 Wealth Advisors, taking about a quarter of his time.
Employment History
Current Registrations
W3 Wealth Advisors, LLC
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Previous Registrations
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
State Registrations23 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.