Advisor at Compendium Wealth Advisors, LLC
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Firm
Compendium Wealth Advisors, LLC
Location
Austin, TX 78738
Credentials
ChFC®, Series 66
Industry experience
20 years
Steven London is a financial advisor at Compendium Wealth Advisors, LLC in Austin, TX, holding the ChFC® designation and Series 66 license with 20 years of industry experience. He has worked at Park Avenue Securities LLC and Guardian Life Insurance Co. of America prior to joining Compendium Wealth Advisors in 2016. Compendium Wealth Advisors is an independent registered investment adviser serving individuals, families, trusts, estates, and business clients. The firm provides comprehensive financial planning, coordination with other professional advisors, and access to third-party investment managers, with a particular focus on retirement income planning, insurance and estate coordination, and business valuation and exit planning for corporate clients.
Based on Compendium Wealth Advisors, LLC
Account minimum: $25,000 Minimum fee: All-inclusive fixed fee for planning and advisory services beginning at $14,400 per year Fee-only: All-inclusive fixed fee starting at $14,400 per year; fee-only compensation without commissions
12600 Hill Country Blvd, Suite R 275
Austin, TX 78738
Louisiana · Texas
Compendium Wealth Advisors, LLC
2016 - Present (10 years)
Primerica Advisors
2013 - 2016 (3 years)
GUARDIAN LIFE INSURANCE CO of AMERICA
2013 - 2016 (3 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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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