Hannah Steendam
Ellevest · Lakewood, Colorado
Hannah Steendam is a fee-only financial advisor at Ellevest in Lakewood, Colorado, who holds the CFP credential. Hannah charges a percentage of assets, a flat fee or retainer and an ongoing planning fee (ongoing planning from $4,800 a year and 1.25% a year on the first tier of assets managed) and focuses on flat-fee planning, sustainable & impact investing and equity compensation.
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Specialties
Facts
| Firm | Ellevest |
|---|---|
| Based in | Lakewood, Colorado |
| Fee model | Percentage of assets · Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $4,800 a year · 1.25% a year on the first tier of assets managed · A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $1.13B across 474 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, NY, TX · CRD 6348347 |
| Exams passed | Series 63 (2015) · Series 65 (2016) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.ellevest.com |
How Hannah's firm compares
- Ongoing planning starts at $4,800 a year, below the Colorado median of $6,000 for fee-only firms that publish prices.
- Ellevest's average account is about $2.4 million, from its Form ADV (assets managed divided by 474 accounts).
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Questions about Hannah
Is Hannah Steendam a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Hannah holds no broker registration, and Ellevest reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Hannah charge for financial advice?
Hannah charges a percentage of assets, a flat fee or retainer and an ongoing planning fee.
How much does Hannah charge?
According to Ellevest's website, checked October 30, 2026: ongoing planning from $4,800 a year; 1.25% a year on the first tier of assets managed; a $500,000 asset minimum.
Where is Hannah Steendam based?
Hannah Steendam is based in Lakewood, Colorado.
What does Hannah specialize in?
Hannah's specialties include flat-fee planning, sustainable & impact investing, equity compensation and estate & legacy planning.
What credentials does Hannah Steendam hold?
Hannah Steendam holds the CFP credential.
Is Hannah Steendam registered with the SEC?
Yes. Hannah Steendam is registered as an investment adviser representative in CO, NY and TX (CRD 6348347), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ellevest manage?
Ellevest reports $1.13B across 474 accounts in assets under management.
How do I contact Hannah Steendam?
Through Hannah's website, www.ellevest.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
- Ellevest 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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