Cole Stevens
Cole Stevens is a registered investment advisor at Burkart & Stevens Wealth Management, based in San Luis Obispo, CA, with 13 years of industry experience. Cole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 38 clients with $7.7M 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 |
|---|---|
| $0K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.5M | 0.50% |
| $2.5M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Fee Estimator
Location
11573 Los Osos Valley Road, Suite B, San Luis Obispo, CA, 93405
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 Activities
Cole is the president of Burkart & Stevens, an accountancy corporation, providing accounting, tax preparation, and payroll services. This takes nearly full-time during tax season and about half of his time during the rest of the year.
Employment History
Current Registrations
Burkart & Stevens Wealth Management
Previous Registrations
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, 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.