# Jason Stepanik

> Jason Stepanik is a fee-only financial advisor at SF Planning Group, LLC in The Woodlands, Texas, who holds the CFP and CIMA credentials. Jason charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $1,200 a year and 0.75% a year on the first tier of assets managed).

Page: https://find.wellspent.co/advisors/jason-stepanik/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** SF Planning Group, LLC
- **Based in:** The Woodlands, Texas
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $1,200 a year; 0.75% a year on the first tier of assets managed
- **Assets under management (firm):** $4.8M across 14 accounts
- **Credentials:** CFP, CIMA
- **CRD:** 2899964 (https://adviserinfo.sec.gov/individual/summary/2899964)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1997), Series 66 (2002)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://sfpgrp.com

## Frequently asked questions

### Is Jason Stepanik a fee-only financial advisor?

Yes. Jason Stepanik is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jason's firm.

### How does Jason charge for financial advice?

Jason charges a percentage of assets, an ongoing planning fee and a one-time planning fee.

### How much does Jason charge?

According to SF Planning Group, LLC's website, checked October 28, 2026: ongoing planning from $1,200 a year; 0.75% a year on the first tier of assets managed.

### Where is Jason Stepanik based?

Jason Stepanik is based in The Woodlands, Texas.

### What credentials does Jason Stepanik hold?

Jason Stepanik holds the CFP and CIMA credentials.

### Is Jason Stepanik registered with the SEC?

Yes. Jason Stepanik is registered as an investment adviser representative in TX (CRD 2899964), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does SF Planning Group, LLC manage?

SF Planning Group, LLC reports $4.8M across 14 accounts in assets under management.

### How do I contact Jason Stepanik?

Through Jason's website, sfpgrp.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/51551): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://sfpgrp.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.