Evan Steinfeld
Liftpoint Family Wealth Advisors · Venetia, Pennsylvania
Evan Steinfeld is a fee-only financial advisor at Liftpoint Family Wealth Advisors in Venetia, Pennsylvania, who holds the CFP credential. Liftpoint Family Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Liftpoint Family Wealth Advisors |
|---|---|
| Based in | Venetia, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $187.7M across 273 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ, PA, TX · CRD 6905780 |
| Exams passed | Series 66 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Profile |
How Evan's firm compares
- Liftpoint Family Wealth Advisors's average account is about $688,000, from its Form ADV (assets managed divided by 273 accounts).
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Questions about Evan
Is Evan Steinfeld a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Evan holds no broker registration, and Liftpoint Family Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Evan charge for financial advice?
Evan's firm, Liftpoint Family Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Evan Steinfeld based?
Evan Steinfeld is based in Venetia, Pennsylvania.
What credentials does Evan Steinfeld hold?
Evan Steinfeld holds the CFP credential.
Is Evan Steinfeld registered with the SEC?
Yes. Evan Steinfeld is registered as an investment adviser representative in NJ, PA and TX (CRD 6905780), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Liftpoint Family Wealth Advisors manage?
Liftpoint Family Wealth Advisors reports $187.7M across 273 accounts in assets under management.
How do I contact Evan Steinfeld?
Contact details aren't on file yet. Search for Liftpoint Family Wealth Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Venetia
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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