Stephen Nelson is a CFP-designated registered investment advisor at Mills Wealth Advisors, LLC, based in Southlake, TX, with 11 years of industry experience. Stephen 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 412 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For investment management services, Mills Wealth Advisors charges an annual fee based on the value of your investments. The fee ranges from 0.5% to 1.5% of the assets managed. The exact fee is negotiable and depends on the scope of work, investment advice, services provided, and the size and complexity of your account. All accounts inside a family household will make up a client’s Assets Under Management and the combined value dictates what the client will be billed at.
Location
1207 S. White Chapel Blvd, Suite 150, Southlake, TX, 76092
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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.
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Stephen holds the Accredited Investment Fiduciary (AIF) and Certified Exit Planning Advisor (CEPA) designations. These are professional certifications related to investment and exit planning.
Employment History
Current Registrations
Mills Wealth Advisors, LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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