Steffens Financial Corp

Overview

Steffens Financial Corp is an individually owned, small-scale advisory firm listed in the FINTRX dataset with an unclassified firm type. The firm reports a mixed fee model that can include a percentage of assets under management, hourly charges, and fixed fees, suggesting flexibility in how it prices advisory or planning engagements rather than relying on a single billing approach. FINTRX flags the firm as not an active ESG investor and not a multi-state adviser; it is also not identified as a related adviser or a newly formed adviser in the dataset. FINTRX records an industry affiliation for the firm as a pension consultant, indicating the firm may provide pension-related advisory or consulting services in addition to other client work. The dataset shows Steffens Financial Corp does not act as a capital allocator.

Assets & Accounts

Location & Offices