Advisor at Advisory Financial Services 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
Advisory Financial Services LLC
Location
Oceanside, CA
Credentials
Series 63
Industry experience
39 years
Steven Tardiff is a financial advisor with Advisory Financial Services LLC in Forestdale, MA, holding a Series 63 designation and 39 years of industry experience. He has been with Advisory Financial Services LLC since 1999. In addition to his advisory role, he is also engaged as a tax consultant, insurance agent, and CFO. Advisory Financial Services LLC is an independent registered investment adviser serving primarily individual clients along with pension and profit-sharing plans, trusts, estates, and other business entities. The firm provides comprehensive financial planning, investment management, and in-house tax planning and preparation, tailoring portfolios according to client risk tolerance and time horizon with ongoing monitoring and regular reviews.
Based on Advisory Financial Services LLC
Fixed fees for financial planning and consulting services ranging generally from $1,500 to $2,500.
$0 - $250,000: 2.75% $250,001 - $750,000: 2.00% $750,001 - $3,000,000: 1.50% $3,000,001+: 1.00%
Commission-based fees may apply depending on products or services; some accounts initially receive commissions and later convert to fee-based.
Generally $250 per hour for financial planning and consulting services.
Account minimum: No minimum portfolio size generally imposed, but some fee-based account platforms and insurance products may have minimum account levels.
Oceanside, CA
California · Massachusetts
Advisory Financial Services LLC
1999 - Present (27 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:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
CFP®
Vista, CA
Confianza Wealth Management
WHY JERRY CHOSE TO BE A FINANCIAL PLANNER: His lack of financial literacy was not by choice. It was because personal finance was not taught in school or in his community. As a first-generation wealth builder, Jerry's money journey has been shaped by a profound understanding of both cultural and financial expectations. His experiences have uniquely positioned him to empathize with the challenges faced by first-generation families, inspiring a distinctive approach to financial guidance. His moment of profound solitude occurred during his transition from the Marine Corps back to civilian life. In uniform, Jerry felt in control, with camaraderie, financial stability, and a consistent salary. However, the day he left, all that stability vanished giving way to a cascade of emotions - depression, anxiety, and fear. Jerry, who had grown up facing financial hardships, relying on food stamps, and public aid, knew it was time to stop merely talking about wanting to build wealth and start acting. The realization struck deep: He needed to make a difference not just for himself, but for others facing similar issues. Motivated by a desire to help his family and friends, Jerry decided to be the guide he wished he'd had. He obtained his license, college degree, and joined a firm not only to enhance his life but the lives of other 1st-time wealth builders. After a few years of helping high net worth individuals grow their assets, Jerry felt the firm wasn't built to help families like his. In 2024, Jerry took the leap and launched Confianza Wealth Management as a guide for aspiring wealth builders. Jerry is on a mission to empower 1st-time wealth building families. Jerry wants to bridge the financial planning accessibility gap by helping these millennial families take control of their financial futures.
CFP®, Series 63
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