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Stephen Leitzell

Advisor at AAN Wealth Advisors LLC

Updated today
AAN Wealth Advisors LLC logo

Firm

AAN Wealth Advisors LLC

Location

Easley, SC

Credentials

CFP®, ChFC®, Series 63, Series 65

Industry experience

43 years

Client services

Financial planning Selection of other advisers Investment consulting services

Fee options

Fixed

Fixed fees up to $10,000 (negotiable) for consulting services.

Project-based

$250 per hour (negotiable)

Other

Fee-only: Hourly fee of $250 per hour (negotiable) and fixed fee up to $10,000 (negotiable) for consulting services.

Work history

AAN Wealth Advisors LLC

2023 - Present (3 years)

Garden State Investment Advisory Services, LLC

2018 - 2023 (5 years)

Garden State Securities, Inc.

2018 - 2023 (5 years)

Questar Asset Management

2010 - 2018 (8 years)

Questar Capital Corporation

2010 - 2018 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Brittany W

CFP®, AAMS®

Greenville, SC

Wolff Financial

Over the course of her time in a traditional brokerage firm, Brittany Wolff began to recognize a need for a different kind of financial planning practice. Women control more than 70 percent of consumer spending, but the financial industry is designed with men in mind. Geared to the unique challenges and opportunities facing women today, Wolff Financial helps millennial women and couples grow and protect their wealth through comprehensive financial planning. Brittany Wolff is an experienced CERTIFIED FINANCIAL PLANNER™ professional, Accredited Asset Management Specialist®, and fee-only fiduciary with a passion for making financial planning clear and accessible. She prioritizes balance with her clients, empowering them to take charge of the future while also enjoying today. Ever professional yet always kind, Brittany has a way of putting her clients at ease. To them, she’s not only an advisor but also a trusted friend.

Women Professionals Married/Couples/Partners Dual Income Family Gen Y/Millennials (Born 1980-1995)

Daniel M

CFP®

Greenville, SC

Fiduciary Organization, LLC

Daniel is a passionate entrepreneur and financial expert who founded Woodmark Advisors and Fiduciary Organization (FIDO) with a mission to provide transparent, client-focused financial advice. With a commitment to the fee-only fiduciary model, Daniel created these firms to ensure clients receive advice free from conflicts of interest, rooted in their best interests. Woodmark Advisors was the first step in Daniel's journey, driven by a vision to redefine financial planning and investment management. Over time, the need to expand this vision led to the creation of Fiduciary Organization (FIDO), a Registered Investment Advisor (RIA) dedicated to fostering trust, education, and empowerment in the financial industry. Through these ventures, Daniel combines deep industry expertise with a strong belief in the power of unbiased advice, helping clients achieve their financial goals with clarity and confidence

ESG / Sustainable investing Founder/Business Owner Christian Faith Based Hispanic/Latino/Latinx Gen Y/Millennials (Born 1980-1995)

Nicole L

CFP®, Series 66

Greenville, SC

Edward Jones

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management Military & Veterans

Hampton W

Series 66

Greenville, SC

Fidelity

Hampton Williams is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2024. In this role, he partners with clients to define and help reach their financial goals. Prior to this, he held positions as a Planning Consultant from 2023 to 2024 and as a Workplace Planning Consultant from 2020 to 2023, all within Fidelity Investments. Throughout his tenure at Fidelity, Hampton has developed expertise in financial planning and consulting, focusing on helping individuals and workplace clients navigate their financial strategies. His experience spans multiple roles within the firm, contributing to a comprehensive understanding of financial advisory services. Outside of his professional work, Hampton's personal interests include running and tennis.

General retirement planning Income planning

Kevin W

CFP®, Series 66

Greenville, SC

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner

Scott L

CFP®, Series 66

Greenville, SC

Fidelity

Scott Long is a Financial Consultant who prioritizes client relationships and effective communication in his advisory role. He believes in providing guidance across all aspects of his clients' financial lives to support them through various circumstances. Scott's professional experience includes serving as an Investment Consultant at Charles Schwab from 2022 to 2024. Prior to that, he held positions at Equitable Advisors, first as a Financial Advisor from 2018 to 2020 and then as Vice President from 2020 to 2022. Outside of his professional work, Scott has interests in cooking and baking, fitness, football, golf, outdoor adventures, and skiing.

Wealth management Cash flow / budgeting
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