# Cole Stevens

> Cole Stevens is a fee-only financial advisor at Burkart & Stevens, CPAs and Advisors in San Luis Obispo, California. Cole focuses on estate & legacy planning and small business owners. Burkart & Stevens, CPAs and Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Burkart & Stevens, CPAs and Advisors
- **Based in:** San Luis Obispo, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $8.0M across 48 accounts
- **Specialties:** Estate & legacy planning, Small business owners
- **CRD:** 6004551 (https://adviserinfo.sec.gov/individual/summary/6004551)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2013)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.burkartcpa.com/

## Frequently asked questions

### Is Cole Stevens a fee-only financial advisor?

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

### How does Cole charge for financial advice?

Cole's firm, Burkart & Stevens, CPAs and Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Cole Stevens based?

Cole Stevens is based in San Luis Obispo, California.

### What does Cole specialize in?

Cole's specialties include estate & legacy planning and small business owners.

### Is Cole Stevens registered with the SEC?

Yes. Cole Stevens is registered as an investment adviser representative in CA (CRD 6004551), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Burkart & Stevens, CPAs and Advisors manage?

Burkart & Stevens, CPAs and Advisors reports $8.0M across 48 accounts in assets under management.

### How do I contact Cole Stevens?

Through Cole's website, www.burkartcpa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6004551): 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://burkartcpa.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.