Stefan Whitwell is a CFA-designated registered investment advisor at Whitwell Advisors, based in Bee Cave, TX, with 11 years of industry experience. Stefan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 319 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Whitwell reserves the right to charge up to 3% of AUM or to implement non-traditional investment fee structures up to 1.5%. These may include a single flat fee or a layered fee arrangement. A discounted 0.25% rate is offered for accounts consisting solely of low-risk money market and short-term government bond ETFs and mutual funds.
Fee Estimator
Location
Bee Cave, TX
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Stefan is a licensed real estate broker in Texas since 2006, using the license for personal transactions only. He dedicates minimal time to this activity.
Employment History
Current Registrations
Whitwell Advisors
Previous Registrations
Compound Planning
Belpointe Asset Management LLC
National Wealth Partners LLC
Covenant
Ameriprise Financial Services, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.