Advisor at Flatiron Wealth Advisors, LLC
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
Flatiron Wealth Advisors, LLC
Location
Henrico, VA
Credentials
Series 63, Series 65
Industry experience
17 years
Stephen Trojan is the founder and president of Flatiron Wealth Advisors, LLC, an independent advisory firm based in Henrico, VA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to founding Flatiron Wealth Advisors in 2021, he worked at H.D. Vest Advisory Services and H.D. Vest Investment Services for over a decade. He also leads Flatiron Advisors Tax & Accounting, a separate tax and accounting practice he founded in 2002. Flatiron Wealth Advisors provides financial planning and discretionary portfolio management primarily to individual clients, as well as corporations and businesses. The firm emphasizes a Modern Portfolio Theory approach using passive index mutual funds and ETFs, and it offers educational seminars for groups.
Based on Flatiron Wealth Advisors, LLC
Based on Flatiron Wealth Advisors, LLC
Project-Based Financial Planning $250 - $2,500; Ongoing Financial Planning upfront fee $500 - $5,000
$0 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $5,000,000: 0.50% $5,000,001+: 0.30%
$200 - $500 per hour for Financial Planning
Ongoing Financial Planning monthly fee $100 - $2,000 per month
Fee-only: Ongoing Financial Planning $500 - $5,000 upfront plus $100 - $2,000 per month; Project-Based Planning $250 - $2,500; Hourly Financial Planning $200 - $500 per hour
Henrico, VA
Colorado · Virginia
Flatiron Wealth Advisors, LLC
2021 - Present (5 years)
H.D. Vest Advisory Services
2008 - 2017 (9 years)
H.D. Vest Investment Services
2005 - 2017 (12 years)
SMT & Associates, Inc. dba Flatiron Advisors Tax and Accounting
2002 - Present (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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
Mechanicsville, VA
Rise Wealth Partners LLC
Series 63, Series 65
Richmond, VA
J. B. Bryan Financial Group, Inc.
CFP®
Richmond, VA
Genuine Wealth Solutions
Wealth is more than just how much you have saved, what you drive, or the square footage of your home. Genuine wealth is the freedom from uncertainty and the purposeful control of our most precious resource, time. I started Genuine Wealth Solutions to provide reliable guidance for driven individuals to reach financial independence and to do so in a way that is transparent and free from conflict of interest. So, whether you're near or in retirement or in the midst of your career, take control of your future with confidence so that you can enjoy today. You deserve this. Let's achieve your financial success together.
Series 63, Series 65
Henrico, VA
Plan Sponsor Adviser, LLC
CFP®, CFA®, Series 65
Richmond, VA
Noble Hill Planning LLC
CFP®
Richmond, VA
Opulent Wealth
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