Advisor at Indivisible Partners
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Firm
Indivisible Partners
Location
Lexington, VA
Credentials
CFA®, Series 63
Industry experience
24 years
Stephen Hostetler is a CFA® charterholder with 24 years of industry experience. He is currently a financial advisor at Indivisible Partners, where he has worked since 2024, following a 23-year tenure at Merrill. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, corporations, and retirement plans. The firm offers portfolio management, third-party manager selection, and ERISA plan advisory, delivering both discretionary and non-discretionary services tailored to client needs.
Based on Indivisible Partners
Financial planning and consulting fees may be negotiated flat fees depending on services
Some Financial Advisors may earn commissions from selling insurance products through DPL Financial Partners, LLC (conflict of interest disclosed)
Financial planning fees may be charged hourly; rates are negotiable and vary by client
Minimum fee: Some clients may be subject to a minimum advisory fee (amount not specified) Fee-only: Financial planning and consulting fees can be charged as a fixed fee or percentage of assets; fees are negotiable and vary by client; no minimum fee
Lexington, VA
Florida · North Carolina · Virginia
Indivisible Partners, LLC
2024 - Present (2 years)
Merrill
2001 - 2024 (23 years)
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.
Series 63, Series 66
Lexington, VA
Treger & Associates
Series 63, Series 65
Lexington, VA
StoneX Advisors Inc.
Series 65
Buena Vista, VA
Focus Partners Wealth, LLC
Series 63, Series 65
Buena Vista, VA
Cambridge Investment Research Advisors
Series 63, Series 65
Lexington, VA
LPL Financial
Series 66
Lexington, VA
Edward Jones
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