# Stefan Whitwell

> Stefan Whitwell is a fee-only financial advisor at Whitwell Advisors in Bee Cave, Texas, who holds the CFA credential. Whitwell Advisors reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/stefan-whitwell/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Whitwell Advisors
- **Based in:** Bee Cave, Texas
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $116.8M across 489 accounts
- **Credentials:** CFA
- **CRD:** 2794913 (https://adviserinfo.sec.gov/individual/summary/2794913)
- **SEC registration:** Investment adviser representative in NY, TX
- **Exams passed:** Series 63 (1996), Series 66 (2014)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://linktr.ee/whitwellpr

## Frequently asked questions

### Is Stefan Whitwell a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stefan holds no broker registration, and Whitwell Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Stefan charge for financial advice?

Stefan's firm, Whitwell Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Stefan Whitwell based?

Stefan Whitwell is based in Bee Cave, Texas.

### What credentials does Stefan Whitwell hold?

Stefan Whitwell holds the CFA credential.

### Is Stefan Whitwell registered with the SEC?

Yes. Stefan Whitwell is registered as an investment adviser representative in NY and TX (CRD 2794913), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Whitwell Advisors manage?

Whitwell Advisors reports $116.8M across 489 accounts in assets under management.

### How do I contact Stefan Whitwell?

Through Stefan's website, linktr.ee/whitwellpr.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2794913): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.