Anthony Steffan
HS Wealth Partners · Nashville, Tennessee
Anthony Steffan is a fee-only financial advisor at HS Wealth Partners in Nashville, Tennessee, who holds the CFP credential. Anthony focuses on estate & legacy planning and small business owners. HS Wealth Partners reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Founders
- High earners
Facts
| Firm | HS Wealth Partners |
|---|---|
| Based in | Nashville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $481.2M across 626 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN, TX · CRD 2404745 |
| Exams passed | Series 63 (1998) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.hswealthpartners.com |
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Questions about Anthony
Is Anthony Steffan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anthony holds no broker registration, and HS Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anthony charge for financial advice?
Anthony's firm, HS Wealth Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is Anthony Steffan based?
Anthony Steffan is based in Nashville, Tennessee.
What does Anthony specialize in?
Anthony's specialties include estate & legacy planning and small business owners. Anthony works with founders and high earners.
What credentials does Anthony Steffan hold?
Anthony Steffan holds the CFP credential.
Is Anthony Steffan registered with the SEC?
Yes. Anthony Steffan is registered as an investment adviser representative in TN and TX (CRD 2404745), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does HS Wealth Partners manage?
HS Wealth Partners reports $481.2M across 626 accounts in assets under management.
How do I contact Anthony Steffan?
Through Anthony's website, www.hswealthpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- HS Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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