STEP BY STEP FINANCIAL, LLC

RIASEC Registered

Total AUM

$62.9M

Discretionary

$56.9M

91% of AUM

Avg account

$269K

Accounts

234

Employees

Advisory reps

Firm details

Headquarters: TULSA, Oklahoma
CRD number: 146345
Website: www.stepbystepfinancial.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI57.28%
Individuals33.3%
Pension & Profit Sharing Plans9.42%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Step By Step Financial, LLC is an independent, privately owned registered investment adviser that serves individuals and families. The firm combines financial planning and portfolio management for individuals and small businesses with pension consulting and the selection of outside advisers, and it operates an accounting practice alongside its advisory services. Its fee model includes both a percentage-of-assets component and fixed fees, and the firm identifies itself as a capital allocator, indicating that it places client capital into external managers or vehicles when appropriate. Step By Step Financial, LLC does not characterize itself as an active ESG investor and is not listed as a multi-state adviser in the source data.