Advisor at Equita Financial Network, Inc.
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.
Firm
Equita Financial Network, Inc.
Location
Chattanooga, TN 37403
Credentials
CFP®, Series 63, Series 65, Series 66
Industry experience
13 years
Stefanie Crowe is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Equita Financial Network, Inc. since 2020. She previously worked at Stone Bridge Asset Management, LLC and SmartBank. Stefanie is co-founder and general partner of The Jump Fund, an angel capital investment fund focused on female-led ventures in the Southeast. Equita Financial Network provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, utilizing sub-advisers and third-party managers to create tailored portfolios aligned with clients’ objectives and risk tolerance.
Based on Equita Financial Network, Inc.
Based on Equita Financial Network, Inc.
Financial planning fixed fee up to $10,000 per plan
$0 - $250,000: 2.50% $250,001 - $500,000: 2.25% $500,001 - $1,500,000: 2.00% $1,500,001+: 1.50%
Up to $500 per hour for financial planning
Financial consulting ongoing fee up to $7,500 per quarter, payable monthly or quarterly
Fee-only: Financial planning fixed fee up to $10,000 per plan; Financial consulting fee up to $7,500 per quarter; Financial planning hourly fee up to $500 per hour
427 E 5th Street, Suite 205
Chattanooga, TN 37403
Tennessee
Equita Financial Network, Inc.
2020 - Present (6 years)
Stone Bridge Asset Management, LLC
2016 - 2020 (4 years)
SmartBank (formerly Cornerstone Community Bank)
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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