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Steven Early

Advisor at ClearPoint Wealth Management

Updated today

Firm

ClearPoint Wealth Management

Location

Colleyville, TX 76034

Credentials

CFP®, Series 63

Industry experience

16 years

About

Steven Early is a CFP® with 16 years of experience in financial advisory, currently serving at ClearPoint Wealth Management in Colleyville, TX. He founded and continues to operate the law firm Steven A. Early, P.C., where he focuses on estate planning, general legal advice, and elder law. Prior to joining ClearPoint, he spent 16 years at Steward Financial Group. ClearPoint Wealth Management provides investment management and financial planning services to individuals, including high-net-worth clients. The firm combines passive and active investment strategies and offers discretionary portfolio management alongside limited-scope financial planning, with additional services such as basic estate planning and tax preparation available to qualified clients through independent third parties.

Client services

Based on ClearPoint Wealth Management

Financial planning Portfolio management

Expertise

Based on ClearPoint Wealth Management

Business sale tax planning Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning

Fee options

Fixed

Financial Planning fixed fees range from $7,500 to $10,000

Percentage

$0 - $1,000,000: 1.20% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%

Project-based

$250/hour for financial planning

Other

Fee-only: Financial Planning: Fixed fees range from $7,500 to $10,000; Hourly rate $250/hour

Location

6110 Colleyville Blvd Ste 106

Colleyville, TX 76034

Most active in

Texas

Work history

ClearPoint Wealth Management LLC

2025 - Present (1 year)

Steward Financial Group

2007 - 2023 (16 years)

Steven A. Early PC

2000 - Present (26 years)

Disclosures

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

Business activities & affiliations

Michelle V

CFP®

Fort Worth, TX

Waymaker Financial Planning

Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.

General retirement planning Tax strategies for small businesses Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Government Employee Christian Faith Based Gen X (Born 1965-1980)
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Series 65, Series 66

Coppell, TX

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Options & derivatives strategies Tax-loss harvesting Retirement income strategy General estate planning guidance Cash flow / budgeting
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Anthony N

Series 65

Grand Prairie, TX

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Active portfolio management
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Richard O

CFP®, Series 63, Series 66

Lewisville, TX

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General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Lacy R

CFP®, Series 66

Fort Worth, TX

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Passive / index investing Tax-loss harvesting Cash flow / budgeting Business ownership considerations
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Kevin F

CFA®, Series 63, Series 65

Keller, TX

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Active portfolio management Concentrated stock management Private / alternative investments
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