Kenneth Basel
Stepping Stone Advisors · Superior Township, Michigan
Kenneth Basel is a fee-only financial advisor at Stepping Stone Advisors in Superior Township, Michigan, who holds the CFP credential. Stepping Stone Advisors reports charging hourly fees on its Form ADV.
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Facts
| Firm | Stepping Stone Advisors |
|---|---|
| Based in | Superior Township, Michigan |
| Fee model (firm's Form ADV) | Hourly |
| Assets under management | $541K across 9 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, VA · CRD 5341788 |
| Exams passed | Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.steppingstoneadvisors.com |
How Kenneth's firm compares
- Stepping Stone Advisors's average account is about $60,000, from its Form ADV (assets managed divided by 9 accounts).
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Questions about Kenneth
Is Kenneth Basel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kenneth holds no broker registration, and Stepping Stone Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kenneth charge for financial advice?
Kenneth's firm, Stepping Stone Advisors, reports charging hourly fees on its SEC Form ADV.
Where is Kenneth Basel based?
Kenneth Basel is based in Superior Township, Michigan.
What credentials does Kenneth Basel hold?
Kenneth Basel holds the CFP credential.
Is Kenneth Basel registered with the SEC?
Yes. Kenneth Basel is registered as an investment adviser representative in OH and VA (CRD 5341788), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stepping Stone Advisors manage?
Stepping Stone Advisors reports $541K across 9 accounts in assets under management.
How do I contact Kenneth Basel?
Through Kenneth's website, www.steppingstoneadvisors.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
- 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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