Stewart Fields
Stewart Fields is a CFP-designated registered investment advisor at Openair Financial, LLC, based in Dallas, TX, with 12 years of industry experience. Stewart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,040 clients with $280M 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 - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees negotiable for amounts over $5,000,001.
Fee Estimator
Location
17000 Dallas Parkway, Suite 102, Dallas, TX, 75248
Get directionsHistory
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 ActivitiesSells Insurance
Stewart is the owner and insurance agent at Openair Advisory, LLC, focusing on insurance sales since January 2019. This activity takes about 10-20% of Stewart's time.
Employment History
Current Registrations
Openair Financial, LLC
Previous Registrations
Lake Point Wealth Management, LLC
360 Wealth Management, LLC
United Capital Financial Advisers
LPL Financial LLC
State Registrations1 state
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.