# Audrey Petrash

> Audrey Petrash is a fee-only financial advisor at Stegent Equity Advisors in Houston, Texas, who holds the CFP credential. Audrey focuses on tax planning and retirement planning. Stegent Equity Advisors reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/audrey-petrash/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Stegent Equity Advisors
- **Based in:** Houston, Texas
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $243.7M across 377 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Retirement planning
- **CRD:** 7773552 (https://adviserinfo.sec.gov/individual/summary/7773552)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.stegentequity.com

## Frequently asked questions

### Is Audrey Petrash a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Audrey holds no broker registration, and Stegent Equity Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Audrey charge for financial advice?

Audrey's firm, Stegent Equity Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Audrey Petrash based?

Audrey Petrash is based in Houston, Texas.

### What does Audrey specialize in?

Audrey's specialties include tax planning and retirement planning.

### What credentials does Audrey Petrash hold?

Audrey Petrash holds the CFP credential.

### Is Audrey Petrash registered with the SEC?

Yes. Audrey Petrash is registered as an investment adviser representative in TX (CRD 7773552), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Stegent Equity Advisors manage?

Stegent Equity Advisors reports $243.7M across 377 accounts in assets under management.

### How do I contact Audrey Petrash?

Through Audrey's website, www.stegentequity.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7773552): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.stegentequity.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.