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Stability Partners Advisory Group, LLC

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Client assets under management

$125,899,993

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Clients

182

18% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

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Clients per advisor

61

Typical

Average account size

$691,758

About

Stability Partners Advisory Group, LLC is a fee‑based financial planning and investment management firm that provides co‑advisor services with a registered portfolio manager and offers ERISA plan advisory services, financial planning, and consulting. The firm focuses on managing client assets through third‑party model portfolios and serving qualified retirement plans and business clients rather than acting as a custodian.

The firm’s investment work is centered on selecting and monitoring third‑party model strategies (including strategic, tactical, preservation and private wealth models) and helping clients document objectives through investment policy statements and periodic reviews; it retains discretionary authority to select and maintain models on an ongoing basis. Financial planning employs fundamental and technical analysis and is delivered on a project basis, while custody and trade execution are handled by outside custodians and money managers.

Notable distinctions include the principals’ affiliation with insurance businesses and their roles as licensed insurance agents, a multi‑business ownership profile that also includes property management and public board service, and fee‑sharing and incentive arrangements with the co‑advisor that provide non‑cash benefits and participation in the portfolio manager’s fee pool. These affiliations and the firm’s emphasis on ERISA and third‑party managed solutions, rather than a traditional retail individual client base, are atypical compared with many peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning Retirement income strategy

Occupation focus

Founder/Business Owner Self-Employed

Demographic focus

Mid-Career Professionals

Fee options

Percentage

All Assets+: 1.60% annually (Strategic, Tactical, Allocation & Defined Outcome Portfolios) All Assets+: 1.00% annually (Preservation Portfolios) All Assets+: 1.50% annually (Private Wealth Portfolios)

Project-based

$150/hour for financial planning, minimum 10 hours.

Other

Fee-only: Financial planning hourly fee: $150 per hour with minimum 10 hours (estimated total minimum $1,500). Fees payable 50% upfront, balance upon delivery.

Main office location

Stability Partners Advisory Group, LLC

9070 Glennloch Forest Drive, Suite 400

Spring TX 77379, United States

Number of offices

1

Most active in

More info

Louisiana · Texas

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Website 832-559-8393

Advisors at this firm

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Nathan P

Series 65

Spring, TX

Stability Partners Advisory Group, LLC

Nathan Powell is a financial advisor at Stability Partners Advisory Group, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Tesla Motors and Siemens Energy. Powell is also an associate partner and licensed insurance agent involved in insurance activities alongside his advisory role. Stability Partners Advisory Group, LLC offers fee-based financial planning and investment management services to individuals and retirement plans, often acting as a co-advisor with third-party managers to implement portfolio strategies and provide fiduciary services.

General retirement planning Retirement income strategy Founder/Business Owner Self-Employed Mid-Career Professionals
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Jean C

Series 63, Series 65

Spring, TX

Stability Partners Advisory Group, LLC

Jean Casagrande is a financial advisor with Stability Partners Advisory Group, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He is also the managing member and insurance agent at Stability Partners, LLC, dedicating approximately half of his time to insurance sales and services. Additionally, he serves as a director for HC MUD 383, an elected taxing agency responsible for local community infrastructure and services. Stability Partners Advisory Group, LLC provides fee-based financial planning and investment management services primarily through third-party money managers, focusing on individuals and retirement plans. The firm commonly acts as a co-advisor and referral agent, integrating insurance activities with its investment advisory services.

General retirement planning Retirement income strategy Founder/Business Owner Self-Employed Mid-Career Professionals
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Bryan P

Series 65

Spring, TX

Stability Partners Advisory Group, LLC

Bryan Powell is a financial advisor with Stability Partners Advisory Group, LLC, holding a Series 65 license and 14 years of industry experience. He has been involved with Stability Partners and its affiliated entities since 2010, including serving as managing partner in the firm’s insurance sales business. Powell also owns Stability Partners Property Management, Inc., a non-investment-related business. Stability Partners Advisory Group, LLC provides fee-based financial planning and investment management services primarily for individuals and retirement plans, often working as a co-advisor with third-party money managers. The firm emphasizes written financial plans and ongoing model portfolio oversight while relying on third parties for trade execution and custody.

General retirement planning Retirement income strategy Founder/Business Owner Self-Employed Mid-Career Professionals
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