Roy Stephens
Crosscurrent Wealthmanagement · Little Rock, Arkansas
Roy Stephens is a fee-only financial advisor at Crosscurrent Wealthmanagement in Little Rock, Arkansas, who holds the CFP credential. Crosscurrent Wealthmanagement reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Crosscurrent Wealthmanagement |
|---|---|
| Based in | Little Rock, Arkansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $1.3M across 12 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AR · CRD 2209745 |
| Exams passed | Series 63 (1992) · Series 66 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.crosscurrentwealth.com |
| Profile |
How Roy's firm compares
- Crosscurrent Wealthmanagement's average account is about $106,000, from its Form ADV (assets managed divided by 12 accounts).
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Questions about Roy
Is Roy Stephens a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Roy holds no broker registration, and Crosscurrent Wealthmanagement reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Roy charge for financial advice?
Roy's firm, Crosscurrent Wealthmanagement, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Roy Stephens based?
Roy Stephens is based in Little Rock, Arkansas.
What credentials does Roy Stephens hold?
Roy Stephens holds the CFP credential.
Is Roy Stephens registered with the SEC?
Yes. Roy Stephens is registered as an investment adviser representative in AR (CRD 2209745), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Crosscurrent Wealthmanagement manage?
Crosscurrent Wealthmanagement reports $1.3M across 12 accounts in assets under management.
How do I contact Roy Stephens?
Through Roy's website, www.crosscurrentwealth.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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