Paul Bush
Steadfast Financial Services · Green Cove Springs, Florida
Paul Bush is a fee-only financial advisor at Steadfast Financial Services in Green Cove Springs, Florida. Paul charges a percentage of assets, an ongoing planning fee and a one-time planning fee (0.5%–1% a year of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | Steadfast Financial Services |
|---|---|
| Based in | Green Cove Springs, Florida |
| Fee model | Percentage of assets · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | 0.5%–1% a year of assets managed |
| Accepting new clients | Yes |
| Assets under management | $67.3M across 110 accounts |
| SEC registration | Investment adviser representative in FL · CRD 8258951 |
| Exams passed | Series 65 (2026) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.steadfastwealth.com |
How Paul's firm compares
- Steadfast Financial Services's average account is about $612,000, from its Form ADV (assets managed divided by 110 accounts).
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Questions about Paul
Is Paul Bush a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Steadfast Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paul charge for financial advice?
Paul charges a percentage of assets, an ongoing planning fee and a one-time planning fee.
How much does Paul charge?
According to Steadfast Financial Services's website, checked October 30, 2026: 0.5%–1% a year of assets managed.
Where is Paul Bush based?
Paul Bush is based in Green Cove Springs, Florida.
What does Paul specialize in?
Paul's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer.
Is Paul Bush registered with the SEC?
Yes. Paul Bush is registered as an investment adviser representative in FL (CRD 8258951), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Steadfast Financial Services manage?
Steadfast Financial Services reports $67.3M across 110 accounts in assets under management.
How do I contact Paul Bush?
Through Paul's website, www.steadfastwealth.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
- Steadfast Financial Services 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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