Loyd Stegent
Stegent Equity Advisors · Houston, Texas
Loyd Stegent is a fee-only financial advisor at Stegent Equity Advisors in Houston, Texas, who holds the CFP and PFS credentials. Loyd focuses on tax planning and retirement planning. Stegent Equity Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Stegent Equity Advisors |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $243.7M across 377 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in TX · CRD 2716652 |
| Exams passed | Series 63 (1997) · Series 65 (1996) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.stegentequity.com |
| Profile |
How Loyd's firm compares
- Stegent Equity Advisors's average account is about $646,000, from its Form ADV (assets managed divided by 377 accounts).
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Questions about Loyd
Is Loyd Stegent a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Loyd holds no broker registration, and Stegent Equity Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Loyd charge for financial advice?
Loyd's firm, Stegent Equity Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Loyd Stegent based?
Loyd Stegent is based in Houston, Texas.
What does Loyd specialize in?
Loyd's specialties include tax planning and retirement planning.
What credentials does Loyd Stegent hold?
Loyd Stegent holds the CFP and PFS credentials.
Is Loyd Stegent registered with the SEC?
Yes. Loyd Stegent is registered as an investment adviser representative in TX (CRD 2716652), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stegent Equity Advisors manage?
Stegent Equity Advisors reports $243.7M across 377 accounts in assets under management.
How do I contact Loyd Stegent?
Through Loyd's website, www.stegentequity.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
Other advisors in Texas who focus on tax planning
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
- Stegent Equity Advisors 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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