Bradley Stephenson
Stephenson and Company · San Clemente, California
Bradley Stephenson is a fee-only financial advisor at Stephenson and Company in San Clemente, California, who holds the CFP credential. Stephenson and Company reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Stephenson and Company |
|---|---|
| Based in | San Clemente, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $447.0M across 656 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 862866 |
| Exams passed | Series 63 (1985) · Series 65 (1996) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.stephensonfinancial.com |
| Profile |
How Bradley's firm compares
- Stephenson and Company's average account is about $681,000, from its Form ADV (assets managed divided by 656 accounts).
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Questions about Bradley
Is Bradley Stephenson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bradley holds no broker registration, and Stephenson and Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bradley charge for financial advice?
Bradley's firm, Stephenson and Company, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bradley Stephenson based?
Bradley Stephenson is based in San Clemente, California.
What credentials does Bradley Stephenson hold?
Bradley Stephenson holds the CFP credential.
Is Bradley Stephenson registered with the SEC?
Yes. Bradley Stephenson is registered as an investment adviser representative in CA and TX (CRD 862866), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stephenson and Company manage?
Stephenson and Company reports $447.0M across 656 accounts in assets under management.
How do I contact Bradley Stephenson?
Through Bradley's website, www.stephensonfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Clemente
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
- 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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