Justinn Steffe
Advisor at Veyla Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Justinn Steffe is a CFP® professional with four years of industry experience, currently serving as the sole advisor at Veyla Financial in Asheville, NC. He has been affiliated with Warren Wilson College and the North Carolina Outward Bound School for over a decade each. Treo Financial, LLC is a fee-only, holistic financial planning firm that offers personalized education and planning services to individuals and businesses, particularly educators, nonprofit staff, entrepreneurs, and contract workers. The firm emphasizes financial education through one-on-one advice and group training, using a long-term, low-cost investment approach based on Modern Portfolio Theory.
Expertise
Based on Veyla Financial
Cash flow / budgeting
Debt management
General retirement planning
Fee options
Single session advising: $150-$175 per session; Multi session advising & coaching package: $400; Multiple session education course: $150; Business sponsored single session education class: $250-$400 depending on class size; Business sponsored multi session education course: $50-$75 per participant
Minimum fee: Single session fee of $150-$175 per session Fee-only: Fee-only financial planning, no commissions or performance fees
Location
Asheville, NC
Most active in
Justinn S has reported serving >5 clients in these states in the last 12 months.
North Carolina
Work history
Warren Wilson College
2013 - Present (13 years)
North Carolina Outward Bound School
2006 - Present (20 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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