Jason Stepanik
Advisor at SF Planning Group LLC
Credentials
CFP®
Firm
SF Planning Group LLC
Location
The Woodlands, TX 77380
About
My journey in Financial Services began 27 years ago when I graduated from Baylor University. I studied Economics and Quantitative Business Analysis and knew I wanted to work in Financial Services. That led to my first Financial Advisor role with American Express Financial Advisors (now Ameriprise). Over the years I have held numerous positions at different Investment and Advisory firms. I've had the opportunity to learn from some of the best advisors in the industry. Over that time, I formed my core investment beliefs, and I am now thrilled to incorporate them into SF Planning Group LLC. I believe that everyone should have a personalized and sound financial plan. Your plan should be custom, straightforward and stress free. I aim to provide my clients with a financial and investment plan that enables them to live a stress-free financial life and focus on what matters most to them.
Expertise
General retirement planning
Retirement income strategy
Wealth management
Occupation focus
Educators, Teachers, and Academics
Demographic focus
Gen X (Born 1965-1980)
Fee options
AUM: .75%
Flat: $0-$1200
Monthly: $100-$250
Work history
SF Planning Group LLC
2024 - Present (2 years)
Fidelity Investments
2020 - 2024 (4 years)
HFG Wealth Management, LLC
2019 - 2020 (1 year)
UnEmployed
2018 - 2019 (1 year)
SWBC Investment Services LLC
2017 - 2018 (1 year)
UnEmployed
2017 - 2017 (1 year)
Legg Mason Investor Services LLC
2016 - 2017 (1 year)
ClearBridge Investments
2016 - 2017 (1 year)
Legg Mason & Co LLC
2016 - 2017 (1 year)
Delaware Investments
2013 - 2016 (3 years)
© 2026 Warmer Holdings Inc. (“Warmer”)
Warmer is an SEC-registered investment advisor. Warmer provides personalized recommendations and introductions to independent
fiduciary advisors. Our advice is limited to these digital matches—we do not supervise advisors, manage or hold assets, guarantee
performance, or provide advice about specific investments. Each advisor listed on our site is an independent fiduciary responsible
for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do
not affect the fees clients pay for advisory services. For advisor listings, we rely on sources including public filings and data
provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor’s Form ADV and
do your own diligence before entering into an advisory relationship. By using our service, you agree to Warmer’s
Terms of Service and Advisory Agreement and
Privacy Policy.