Steven Craig Adams

CFP

Adams Wealth Advisors

30 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Adams Wealth Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

717 clients

Average Client Portfolio

$989K average

Assets Under Management

$709.1M

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

Location

701 S Main, Suite #400, Logan, UT, 84321

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Steven is a managing member or member of numerous LLCs involved in hospitality, real estate development, management, aviation, and loan guarantee services. He also owns CacheTech Inc., a technology company for RIAs, and dedicates minimal time to each of these ventures.