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CFP

Stephanie Zavos

Strategic Advisers LLC
15 Years of Experience
Scottsdale, AZ
1 DisclosureBroker
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Stephanie Zavos is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Scottsdale, AZ, with 15 years of industry experience. Stephanie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16991 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7171 E Paradise Lane, Scottsdale, AZ, 85254-1873

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History

Regulatory History (1)
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Criminal
July 2006
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Stephanie is a distributor for Young Living (essential oils), a yoga instructor, and an influencer/ambassador for various sponsors. She is also a partner in Abundant Acquisitions LLC, a real estate company.

Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLC
September 2013 - Present · 13 yrs 1 mo
Fidelity Brokerage Services LLCBroker
September 2013 - Present · 13 yrs 1 mo
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - March 2025 · 6 yrs 8 mos
Strategic Advisers LLC
June 2014 - July 2018 · 4 yrs 1 mo
Robert W. Baird & CO. Incorporated
June 2011 - September 2013 · 2 yrs 3 mos
Robert W. Baird & CO. IncorporatedBroker
June 2011 - September 2013 · 2 yrs 3 mos
Centaurus Financial, INC.
March 2011 - June 2011 · 3 mos
Centaurus Financial, INC.Broker
January 2011 - June 2011 · 5 mos
Vanguard Marketing CorporationBroker
September 2010 - January 2011 · 4 mos
State Registrations27 states
AKALAZCACOFLGAILKSLAMAMEMIMNMTNCNJNMNVNYPASCTXUTVAWAWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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