Stephanie Burling
Stephanie Burling is a registered investment advisor at Gradient Advisors, LLC, based in Geneva, IL, with 8 years of industry experience. Stephanie 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 2,152 clients with $290M 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% |
Maximum annual fee charged is 1.50% of assets under management. Fees are negotiable and do not include separate fees charged by third-party money managers.
Fee Estimator
Location
2000 S Batavia Ave, Suite 350, Geneva, IL, 60134
Get directionsHistory
Regulatory History (1)
Financial
July 2017Other Business ActivitiesSells Insurance
Stephanie is an Investment Advisor Representative at Burling Wealth Advisors Inc. since January 2023, providing financial and retirement planning and insurance services. She is also an insurance agent with American Senior Benefit/Key Retirement since August 2022, dedicating nearly full-time hours to insurance sales, and serves on the Board of Directors for IPF Foundation, a medical foundation, dedicating minimal time.
Employment History
Current Registrations
Gradient Advisors, LLC
Previous Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, 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.
Exams
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