Owen Stewart
Ataroke Wealth · McKinney, Texas
Owen Stewart is a fee-only financial advisor at Ataroke Wealth in McKinney, Texas, who holds the CFP credential. Owen charges a percentage of assets, hourly fees, an ongoing planning fee and a one-time planning fee (ongoing planning from $6,000 a year and one-time plans from $1,800).
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Facts
| Firm | Ataroke Wealth |
|---|---|
| Based in | McKinney, Texas |
| Fee model | Percentage of assets · Hourly · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $6,000 a year · One-time plans from $1,800 · $450 an hour · 0.5% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $8.8M across 36 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OK, TX · CRD 6740651 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | ataroke.com |
| Profile |
How Owen's firm compares
- Ongoing planning starts at $6,000 a year, above the Texas median of $3,000 for fee-only firms that publish prices.
- A one-time plan starts at $1,800, above the Texas median of $1,575 for fee-only firms that publish prices.
- The hourly rate is $450, above the Texas median of $250 for fee-only firms that publish prices.
- Ataroke Wealth's average account is about $244,000, from its Form ADV (assets managed divided by 36 accounts).
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Questions about Owen
Is Owen Stewart a fee-only financial advisor?
Yes. Owen Stewart 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 Owen's firm.
How does Owen charge for financial advice?
Owen charges a percentage of assets, hourly fees, an ongoing planning fee and a one-time planning fee.
How much does Owen charge?
According to Ataroke Wealth's website, checked October 28, 2026: ongoing planning from $6,000 a year; one-time plans from $1,800; $450 an hour; 0.5% a year on the first tier of assets managed.
Does Owen work with clients virtually?
Yes. Ataroke Wealth says on its website that it works with clients remotely.
Where is Owen Stewart based?
Owen Stewart is based in McKinney, Texas.
What credentials does Owen Stewart hold?
Owen Stewart holds the CFP credential.
Is Owen Stewart registered with the SEC?
Yes. Owen Stewart is registered as an investment adviser representative in OK and TX (CRD 6740651), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Ataroke Wealth manage?
Ataroke Wealth reports $8.8M across 36 accounts in assets under management.
How do I contact Owen Stewart?
Through Owen's website, ataroke.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Ataroke Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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