Steven Cox
Steven Cox is a registered investment advisor at Providence Financial Advisors, LLC, based in Overland Park, KS, with 11 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 186 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PFA's fees for managing your investments are a percentage of the value of your portfolio, and the specific rate is negotiated with each client. The fees generally range from 0.25% to 1.50% per year, depending on the amount of assets managed and the complexity of the engagement.
Location
6900 College Blvd.,, Suite 850, Overland Park, KS, 66211
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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 →Employment History
Current Registrations
Providence Financial Advisors, LLC
Previous Registrations
Prairie Capital Management, LLC
Umb Financial Services, INC.
Umb Financial Services, INC.Broker
State Registrations2 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.