Stephen Bodwell is a CFP-designated registered investment advisor at Walnut Hill Wealth Management, based in Dallas, TX, with 2 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 6 more. Their firm serves 8 clients with $4.6M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Accounts of members of the same household may be aggregated to determine the advisory fee.
Fee Estimator
Contact
Stephen Bodwell
Location
Dallas, TX
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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 →Employment History
Current Registrations
Walnut Hill Wealth Management
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
Additional Information
Stephen Bodwell is a CERTIFIED FINANCIAL PLANNER™ professional and active Texas CPA/PFS. As Founder and President of Walnut Hill Wealth Management (WHWM), Stephen brings over 20 years of experience in Big 4 accounting and as a former Managing Director at one of the world’s largest, most prestigious long/short hedge funds. WHWM is a financial planning firm and Investment Advisor registered with the state of Texas.