Cole Stevens
Burkart & Stevens, CPAs and Advisors · San Luis Obispo, California
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.
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Specialties
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 | $8.0M across 48 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6004551 |
| Exams passed | Series 66 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.burkartcpa.com |
How Cole's firm compares
- Burkart & Stevens, CPAs and Advisors's average account is about $166,000, from its Form ADV (assets managed divided by 48 accounts).
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Questions about Cole
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.
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
- Burkart & Stevens, CPAs and Advisors 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.
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