Collin Zines
Stephenson and Company · San Clemente, California
Collin Zines 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.
Request an introduction to Collin →
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 · CRD 7069188 |
| Exams passed | Series 63 (2019) · Series 65 (2019) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.stephensonfinancial.com |
How Collin's firm compares
- Stephenson and Company's average account is about $681,000, from its Form ADV (assets managed divided by 656 accounts).
Request an introduction to Collin
Tell Collin a little about what you're looking for. Collin 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 Collin
Is Collin Zines a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Collin 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 Collin charge for financial advice?
Collin's firm, Stephenson and Company, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Collin Zines based?
Collin Zines is based in San Clemente, California.
What credentials does Collin Zines hold?
Collin Zines holds the CFP credential.
Is Collin Zines registered with the SEC?
Yes. Collin Zines is registered as an investment adviser representative in CA (CRD 7069188), 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 Collin Zines?
Through Collin'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.
See something wrong? Request a correction. Read our methodology.