Stephen Kuzniak is a CFP-designated registered investment advisor at Cannon Financial Strategists, INC., based in Athens, GA, with 9 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, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 934 clients with $1.4B 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 |
|---|---|
| Up to $400K | 1.00% |
| $400K - $600K | 0.75% |
| $600K - $1.5M | 0.50% |
| $1.5M - $2.5M | 0.35% |
| $2.5M+ | 0.25% |
Fees for advisory services are negotiable in some circumstances.
Fee Estimator
Location
649-8 South Milledge Ave, Athens, GA, 30605
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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
Stephen is an instructor at the University of Georgia's Financial Planning Program since 2017, dedicating a few hours per week. Since 2022, Stephen is also a member of Kuzniak Company, an e-commerce business, spending a few hours per week.
Employment History
Current Registrations
Cannon Financial Strategists, INC.
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.