Advisor at Burkart & Stevens Wealth Management
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Firm
Burkart & Stevens Wealth Management
Location
San Luis Obispo, CA 93405
Credentials
Series 66
Industry experience
13 years
Cole Stevens is a financial advisor at Burkart & Stevens Wealth Management with 13 years of industry experience. He holds a Series 66 designation and has worked at Burkart & Stevens Wealth Management since 2016, with prior experience at H.D. Vest Advisory Services and Burkart & Associate. In addition to his advisory role, Stevens serves as president of an affiliated accountancy corporation that provides accounting, tax preparation, and payroll services. Burkart & Stevens Wealth Management offers financial planning and portfolio management primarily on a non-discretionary basis to individual clients, including high-net-worth households. The firm integrates comprehensive financial planning with accounting and tax services through its affiliated accountancy corporation, and it collaborates with third-party managers to provide tailored investment solutions.
Based on Burkart & Stevens Wealth Management
Based on Burkart & Stevens Wealth Management
Comprehensive financial planning annual fee ranging from $2,000 to $20,000 depending on complexity; Financial review engagement fee ranges from $500 to $2,500
$1 - $250,000: 1.25% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,500,000: 0.50% $2,500,001 - $5,000,000: 0.40% $5,000,001+: 0.30%
$250 per hour (negotiable)
11573 Los Osos Valley Road, Suite B
San Luis Obispo, CA 93405
California
Burkart & Stevens Wealth Management
2016 - Present (10 years)
H.D. Vest Advisory Services
2014 - Present (12 years)
Hd Vest Investment Services
2014 - Present (12 years)
Burkart & Associate
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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