Stephan Dickens-Greenaway
Stephan Dickens-Greenaway is a registered investment advisor at Ele Advisory Services, INC, based in Centennial, CO, with 2 years of industry experience. Stephan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,156 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ELE Advisory Services charges a percentage of your portfolio each year. The exact percentage is determined at the start of the engagement, but will not exceed 3% annually, including any fees paid to a third-party money manager. A one-time financial wellness fee of $500 is charged to open an account, but this fee is negotiable.
Location
12200 East Briarwood Avenue, Suite 165, Centennial, CO, 80112
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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 ActivitiesSells Insurance
Stephan owns WealthFit LLC, a business focused on fitness plans and financial literacy, and WealthFit Marketing, a lead generation business for small business owners. He is also an independent insurance agent and a pension consultant, dedicating nearly full-time hours to each of these activities.
Employment History
Current Registrations
Ele Advisory Services, INC
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.