Stephan Collaro is a CFP-designated registered investment advisor at Rmr Wealth Builders, INC., based in Largo, FL, with 13 years of industry experience. Stephan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 2,099 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.65% |
Fees are charged as a flat percentage of total assets under management up to a maximum annual rate of 2.65%. Fees are negotiable based on account value, services provided, and other factors.
Fee Estimator
Location
Largo, 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.
Learn about disclosures →Other Business Activities
Stephan is an independent contractor/IAR for RMR Wealth Builders, Inc., spending about 10-20% of his time there. He also works as an outside independent contractor for Solidifi, spending minimal time using computer software for home valuations, and as a real estate agent for Magnate Reality, LLC, spending minimal time.
Employment History
Current Registrations
Rmr Wealth Builders, INC.
Previous Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
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.
Exams
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