Steven Fleuriet
Advisor at WNNW Wealth
Updated today
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.
About
Steven Fleuriet is a financial advisor at Winnow Wealth, LLC in Waco, TX. He holds a Series 65 designation and has been with Winnow Wealth since 2023. Prior to his current role, he worked at Morgan Advanced Materials plc and John Wood Group plc. Winnow Wealth is a five-advisor team managing approximately $123 million for about 370 individual and high-net-worth clients. The firm offers discretionary wealth management and comprehensive financial planning, using a mix of low-cost mutual funds, ETFs, individual securities, and independent managers with an investment approach that combines fundamental and cyclical analysis focused primarily on long-term outcomes.
Fee options
Comprehensive Financial Planning $3,000 to $10,000 total, with $1,200 upfront deposit and monthly installments of $1,200 for months 2-4
$0+: 0.10% annually +: up to 1.30% annually
Location
200 W. Hwy 6, Suite 330
Waco, TX 76712
Most active in
Steven F has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Winnow Wealth, LLC
2025 - Present (1 year)
Winnow Wealth, LLC
2023 - Present (3 years)
Morgan Advanced Materials plc
2021 - 2023 (2 years)
John Wood Group plc
2013 - 2021 (8 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 63, Series 65
Waco, TX
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Thomas F
CFP®, Series 63
Waco, TX
eCapital Advisors, Inc.
Trevor W
Series 63, Series 65
Waco, TX
Wardlaw Wealth Management LLC
Raymond B
Series 65
Waco, TX
Adam Doty Company
Lorenz W
Series 65
Waco, TX
John Wessler & Associates
William H
Series 65
Robinson, TX
Heiser Investment Advisers
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