Stephan Shipe is a CFA, CFP-designated registered investment advisor at Scholar Financial Advising, LLC, based in Winston-Salem, NC, with 4 years of industry experience. Stephan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 235 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Scholar Financial Advising does not directly manage investments. However, as part of the Signature Coaching Program, Scholar monitors client accounts for rebalancing and tax loss harvesting opportunities and provides specific trade recommendations for clients to implement themselves.
Location
380 Knollwood Street, Suite 410, Winston-Salem, NC, 27103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephan is a finance professor at Wake Forest University since 2019, spending full-time hours for nine months of the year. He spends about 10-20% of his time during trading hours, varying by semester, building course curricula, mentoring students, presenting lectures, evaluating students' progress, and performing research.
Employment History
Current Registrations
Scholar Financial Advising, LLC
Previous Registrations
Scholar Financial Advising LLC
State Registrations2 states
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