Brian Springsteel
Springsteel Investment Advisors · Phoenix, Arizona
Brian Springsteel is a fee-only financial advisor at Springsteel Investment Advisors in Phoenix, Arizona, who holds the CFP and PFS credentials. Springsteel Investment Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Springsteel Investment Advisors |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $57.4M across 227 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in AZ, TX · CRD 6145594 |
| Exams passed | Series 65 (2010) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.springsteelinvest.com |
| Profile |
How Brian's firm compares
- Springsteel Investment Advisors's average account is about $253,000, from its Form ADV (assets managed divided by 227 accounts).
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Questions about Brian
Is Brian Springsteel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Springsteel Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Springsteel Investment Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Brian Springsteel based?
Brian Springsteel is based in Phoenix, Arizona.
What credentials does Brian Springsteel hold?
Brian Springsteel holds the CFP and PFS credentials.
Is Brian Springsteel registered with the SEC?
Yes. Brian Springsteel is registered as an investment adviser representative in AZ and TX (CRD 6145594), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Springsteel Investment Advisors manage?
Springsteel Investment Advisors reports $57.4M across 227 accounts in assets under management.
How do I contact Brian Springsteel?
Through Brian's website, www.springsteelinvest.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
- 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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