Stephen Doster is a CFP-designated registered investment advisor at Pathview Wealth Advisors, based in San Diego, CA, with 11 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Federal Employees, Financial Planning & Coaching, and 5 more. Their firm serves 349 clients with $580M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees may be reduced at Pathview's discretion based on various factors.
Fee Estimator
Location
1455 Frazee Road, Suite 700, San Diego, CA, 92108
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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 →Employment History
Current Registrations
Pathview Wealth Advisors
Previous Registrations
Doster Financial Planning
Rowling & Associates
State Registrations2 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.
Exams
Additional Information
Steve first discovered his interest in finance and investments shortly after graduating from The University of Arizona with a BS in mechanical engineering. He was offered a position in a highly selective training program for twenty newly graduated engineers with a Fortune 500 company that offered excellent health and retirement benefits. “I was surprised and slightly embarrassed that my new coworkers and I were baffled about what choices to make among all the retirement and investment options presented to us during the new employee orientation.” stated Steve. It was then that he realized the education system does not address the basics of financial planning. It wasn’t his fault that twenty intelligent, college-educated kids didn’t know this stuff, but no one would be to blame except himself if he didn’t do something about it. So he jumped in head first to self-educate himself by reading every financial book, magazine and newspaper he could get his hands on. It wasn’t long before his interest in financial planning developed into a passion to help his friends and family navigate the maze of retirement savings plans, tax laws and investment options.