Blaise Stevens
Strategic Advisory Partners · Greensboro, North Carolina
Blaise Stevens is a fee-only financial advisor at Strategic Advisory Partners in Greensboro, North Carolina, who holds the CFP and ChFC credentials. Blaise focuses on estate & legacy planning, retirement planning and divorce financial planning. Strategic Advisory Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Blaise →
Specialties
Who they serve
- Divorced individuals
- Multi-generational families
Facts
| Firm | Strategic Advisory Partners |
|---|---|
| Based in | Greensboro, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $191.4M across 828 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in NC · CRD 5519296 |
| Exams passed | Series 66 (2008) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.strategicadvisorypartners.com |
| Profile |
Request an introduction to Blaise
Tell Blaise a little about what you're looking for. Blaise isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Blaise
Is Blaise Stevens a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Blaise holds no broker registration, and Strategic Advisory Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Blaise charge for financial advice?
Blaise's firm, Strategic Advisory Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Blaise Stevens based?
Blaise Stevens is based in Greensboro, North Carolina.
What does Blaise specialize in?
Blaise's specialties include estate & legacy planning, retirement planning and divorce financial planning. Blaise works with divorced individuals and multi-generational families.
What credentials does Blaise Stevens hold?
Blaise Stevens holds the CFP and ChFC credentials.
Is Blaise Stevens registered with the SEC?
Yes. Blaise Stevens is registered as an investment adviser representative in NC (CRD 5519296), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Strategic Advisory Partners manage?
Strategic Advisory Partners reports $191.4M across 828 accounts in assets under management.
How do I contact Blaise Stevens?
Through Blaise's website, www.strategicadvisorypartners.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
- Strategic Advisory 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.
See something wrong? Request a correction. Read our methodology.