Stephen Polizzi is a CFP-designated registered investment advisor at Creative Planning, based in Stamford, CT, with 24 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 84,858 clients with $220B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Location
Stamford, CT
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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 →Employment History
Current Registrations
Creative Planning
Previous Registrations
Neuberger Berman Bd LLC
Neuberger Berman Bd LLCBroker
MML Investors Services, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley Smith BarneyBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Tower Square Securities, INC.Broker
Ing Financial Advisers, LLCBroker
Morgan Stanley & CO., IncorporatedBroker
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Diversified Investors Securities CORP.Broker
State Registrations1 state
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