Stephen Nelson is a CFP-designated registered investment advisor at Mills Wealth Advisors, LLC, based in Southlake, TX, with 12 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 472 clients with $550M 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 | 1.50% |
Annual fees range from 0.50% to 1.50% based on asset value and complexity. Fees are negotiable.
Fee Estimator
Location
1207 S. White Chapel Blvd, Suite 150, Southlake, TX, 76092
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
Stephen holds the Accredited Investment Fiduciary (AIF) and Certified Exit Planning Advisor (CEPA) designations. These are professional certifications related to investment and exit planning.
Employment History
Current Registrations
Mills Wealth Advisors, LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
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
More Advisors
- Michael Mills, CFPMills Wealth Advisors, LLC
- Ajoke Esomo, CFPMills Wealth Advisors, LLC
- Emily Lopez, CFPMills Wealth Advisors, LLC
- Matthew Brown, CFPMills Wealth Advisors, LLC
- Andrew Martz, CFPLPL Financial LLC
- Phil Nguyen, CFPWells Fargo Advisors