Grace Stolberg
O'Keefe Stevens Advisory · Rochester, New York
Grace Stolberg is a fee-only financial advisor at O'Keefe Stevens Advisory in Rochester, New York, who holds the CFP credential. Grace charges a percentage of assets and a one-time planning fee (one-time plans from $750 and 1% a year on the first tier of assets managed) and focuses on retirement planning, founders (pre-exit) and estate & legacy planning.
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Specialties
Who they serve
- Founders
- Pre-retirees
- Retirees
Facts
| Firm | O'Keefe Stevens Advisory |
|---|---|
| Based in | Rochester, New York |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $750 · 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $585.6M across 943 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NY · CRD 7748985 |
| Exams passed | Series 65 (2024) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.okeefestevens.com |
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Questions about Grace
Is Grace Stolberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Grace holds no broker registration, and O'Keefe Stevens Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Grace charge for financial advice?
Grace charges a percentage of assets and a one-time planning fee.
How much does Grace charge?
According to O'Keefe Stevens Advisory's website, checked October 30, 2026: one-time plans from $750; 1% a year on the first tier of assets managed.
Where is Grace Stolberg based?
Grace Stolberg is based in Rochester, New York.
What does Grace specialize in?
Grace's specialties include retirement planning, founders (pre-exit), estate & legacy planning and tax planning. Grace works with founders, pre-retirees and retirees.
What credentials does Grace Stolberg hold?
Grace Stolberg holds the CFP credential.
Is Grace Stolberg registered with the SEC?
Yes. Grace Stolberg is registered as an investment adviser representative in FL and NY (CRD 7748985), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does O'Keefe Stevens Advisory manage?
O'Keefe Stevens Advisory reports $585.6M across 943 accounts in assets under management.
How do I contact Grace Stolberg?
Through Grace's website, www.okeefestevens.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
- O'Keefe Stevens Advisory 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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