Riley Stephenson
Stephenson and Company · San Clemente, California
Riley Stephenson is a fee-only financial advisor at Stephenson and Company in San Clemente, California, who holds the CFP and CFA credentials. Stephenson and Company reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Stephenson and Company |
|---|---|
| Based in | San Clemente, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $447.0M across 656 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA, TX · CRD 5948265 |
| Exams passed | Series 66 (2013) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.stephensonfinancial.com |
| Profile |
How Riley's firm compares
- Stephenson and Company's average account is about $681,000, from its Form ADV (assets managed divided by 656 accounts).
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Questions about Riley
Is Riley Stephenson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Riley holds no broker registration, and Stephenson and Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Riley charge for financial advice?
Riley's firm, Stephenson and Company, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Riley Stephenson based?
Riley Stephenson is based in San Clemente, California.
What credentials does Riley Stephenson hold?
Riley Stephenson holds the CFP and CFA credentials.
Is Riley Stephenson registered with the SEC?
Yes. Riley Stephenson is registered as an investment adviser representative in CA and TX (CRD 5948265), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stephenson and Company manage?
Stephenson and Company reports $447.0M across 656 accounts in assets under management.
How do I contact Riley Stephenson?
Through Riley's website, www.stephensonfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Clemente
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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