Curtis Stephens
Curtis Stephens is a registered investment advisor at Coppell Advisory Solutions LLC, based in Dallas, TX, with 5 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 9,336 clients with $1.1B 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable for portfolios over $2,500,000.
Fee Estimator
Location
9111 Cypress Waters Blvd Suite 140, Dallas, TX, 75019
Get directionsHistory
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 ActivitiesSells Insurance
Curtis is an insurance agent selling fixed and variable insurance products since 2022, dedicating about a quarter of his time to this activity. He also serves as a board member for Madison County, spending minimal time on this role.
Employment History
Current Registrations
Coppell Advisory Solutions LLC
Previous Registrations
Peak Brokerage Services, LLCBroker
Capital Advisor Network
Center Street Securities, INC.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.