# Justin Stevens

> Justin Stevens is a fee-only financial advisor at O'Keefe Stevens Advisory in Rochester, New York, who holds the CFP credential. Justin 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.

Page: https://find.wellspent.co/advisors/justin-stevens/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm's website)
- **Assets under management (firm):** $585.6M across 943 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Founders (pre-exit), Estate & legacy planning, Tax planning
- **Works with:** Founders, Pre-retirees, Retirees
- **CRD:** 5544125 (https://adviserinfo.sec.gov/individual/summary/5544125)
- **SEC registration:** Investment adviser representative in NY, TX
- **Exams passed:** Series 66 (2009)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.okeefestevens.com

## Frequently asked questions

### Is Justin Stevens a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Justin 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 Justin charge for financial advice?

Justin charges a percentage of assets and a one-time planning fee.

### How much does Justin 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 Justin Stevens based?

Justin Stevens is based in Rochester, New York.

### What does Justin specialize in?

Justin's specialties include retirement planning, founders (pre-exit), estate & legacy planning and tax planning. Justin works with founders, pre-retirees and retirees.

### What credentials does Justin Stevens hold?

Justin Stevens holds the CFP credential.

### Is Justin Stevens registered with the SEC?

Yes. Justin Stevens is registered as an investment adviser representative in NY and TX (CRD 5544125), 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 Justin Stevens?

Through Justin's website, www.okeefestevens.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5544125): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://okeefestevens.com/): specialties, clients served, and fees, checked October 30, 2026

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