Advisor at Richard A. Stebbins CPA CFP CMFC
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Firm
Richard A. Stebbins CPA CFP CMFC
Location
The Villages, FL
Credentials
CFP®
Industry experience
16 years
Richard Stebbins is a CFP® professional with 16 years of experience, operating as the sole advisor at Richard A. Stebbins CPA CFP CMFC in The Villages, FL. He holds a CPA background but is not currently an active licensed public accountant. His firm provides discretionary investment management primarily for individual clients and trusts, focusing on income and indexed equity exposure through various instruments such as preferred stocks, closed-end funds, and index ETFs. The firm manages approximately $12.3 million across 20 accounts and offers separate tax-planning and limited-scope hourly planning services, maintaining a small and selective client roster.
$0 - $500,000: 0.90% per year $500,001 - $1,250,000: 0.75% per year $1,250,001+: 0.50% per year
Hourly planning engagements charged between $150 and $200 per hour
Account minimum: $800 minimum annual fee regardless of account balance (minimum fee for accounts under management) Minimum fee: $800 per year minimum fee for accounts under full management Fee-only: Firm is strictly fee-only, no commissions or other compensation accepted.
The Villages, FL
Michigan · Texas
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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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