Stephen Golia is a CFP-designated registered investment advisor at St Golia Planning, LLC, based in Longboat Key, FL, with 15 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 18 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
S T Golia Planning does not directly manage your investments. Instead, they refer clients to UBS Financial Services. If you become a client of UBS through this referral, S T Golia Planning receives a portion of the fees you pay to UBS. This referral fee does not increase the overall fees you pay. You may also incur brokerage or asset management fees charged by UBS.
Location
Longboat Key, FL
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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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Stephen is an independent inactive attorney in Florida and New Jersey, previously practicing in tax and estate planning. He dedicates minimal time to this activity.
Employment History
Current Registrations
St Golia Planning, LLC
State Registrations7 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.