Terrell Stauffer is a CFP-designated registered investment advisor at Stauffer Financial, LLC, based in Rock Hill, SC, with 6 years of industry experience. Terrell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable based on various factors.
Fee Estimator
Location
Rock Hill, SC
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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
Terrell operates under the DBA Wealth Enhancement Group for his LPL business and is a financial advisor for Wealth Enhancement Advisory Services LLC, an independent investment advisor firm, dedicating nearly full-time hours to this. Terrell is also a part-owner of Seamless Paint and Epoxy, spending about 10-20% of his time on this venture.
Employment History
Current Registrations
Stauffer Financial, LLC
Previous Registrations
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
LPL Financial LLCBroker
Carroll Financial Associates INC
Cetera Advisor Networks LLCBroker
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
State Registrations2 states
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.