Advisor at Sovereign Financial Group, 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
Sovereign Financial Group, Inc.
Location
Milford, CT 06460
Credentials
Series 63
Industry experience
42 years
Steven Massey is a financial advisor with Sovereign Financial Group, Inc. He holds a Series 63 designation and has 42 years of industry experience. His prior work includes roles at Raymond James Financial Services Advisors, Inc. and his own Massey Financial Services. Massey is a member of the West Rock Ridge Advisory Council, where he assists with property review for state acquisitions in Connecticut. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm offers portfolio management, financial planning, retirement plan advisory, and cash-management solutions, emphasizing long-term strategies with diversified investments and tactical reallocations.
Based on Sovereign Financial Group, Inc.
Based on Sovereign Financial Group, Inc.
Financial planning fixed fees range from $1,500 to $10,000; ongoing planning fees $500 to $2,500 quarterly
Up to 3.00% annually, negotiable based on services, asset level and relationship
Certain Advisory Persons receive commissions as Registered Representatives and for insurance sales, separate from advisory fees
Financial planning hourly fees range from $200 to $450 per hour
Minimum fee: Minimum fee of $1,125 per quarter, which can be waived at Advisor's discretion Fee-only: Financial planning services offered with hourly fees $200-$450/hour, fixed fees $1,500-$10,000, ongoing fees $500-$2,500 quarterly, negotiable
4 Oxford Rd, Bldg A
Milford, CT 06460
Connecticut
Sovereign Financial Group, Inc. DBA Massey Financial Services
2020 - Present (6 years)
SJM Enterprises
2014 - Present (12 years)
Raymond James Financial
2009 - 2019 (10 years)
Massey Financial Services
1983 - Present (43 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.
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