Stefan Whitwell
Whitwell Advisors · Bee Cave, Texas
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.
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Facts
| Firm | Whitwell Advisors |
|---|---|
| Based in | Bee Cave, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $116.8M across 489 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NY, TX · CRD 2794913 |
| Exams passed | Series 63 (1996) · Series 66 (2014) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | linktr.ee/whitwellpr |
How Stefan's firm compares
- Whitwell Advisors's average account is about $239,000, from its Form ADV (assets managed divided by 489 accounts).
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Questions about Stefan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bee Cave
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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