SP
SP
Steven Price
8 Years of Experience
St. Petersburg, FL
1 DisclosureBroker
Steven Price is a registered investment advisor at San Blas Advisory, INC., based in St. Petersburg, FL, with 8 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 665 clients with $220M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
665 clients
Average Client Portfolio
$329K average
Assets Under Management
$218.9M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are negotiable between the client and advisor. Custodian transaction fees and other third-party charges may apply.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
St. Petersburg, FL
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
April 2008Final Disposition
Employment History
Current Registrations
San Blas Advisory, INC.
March 2026 - Present · 7 mos
Sb Advisory, LLC
March 2026 - Present · 7 mos
San Blas Securities LLC
February 2026 - Present · 8 mos
San Blas Securities LLCBroker
February 2026 - Present · 8 mos
Previous Registrations
Cl Wealth Management LLC
November 2020 - March 2026 · 5 yrs 4 mos
Cabot Lodge Securities LLCBroker
November 2020 - March 2026 · 5 yrs 4 mos
Raymond James Financial Services, INC.Broker
June 2018 - October 2020 · 2 yrs 4 mos
State Registrations1 state
FL
AdvisorBrokerBoth
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
No exam information available for this advisor.
More Advisors
- Scott Barlow, CFPFifth Third Securities, INC.
- Jared Sanders, CFPRaymond James & Associates, INC.
- Matthew Stiphany, CFARaymond James & Associates, INC.
- Zoran Knezevic, CFARaymond James & Associates, INC.
- Bradley Sorensen, CFAU.S. Cherry LLC
- Clayton Kreis, PFSG & O Financial Services, INC.