Stephan Shipe
Scholar Financial Advising · Winston-Salem, North Carolina
Stephan Shipe is a fee-only financial advisor at Scholar Financial Advising in Winston-Salem, North Carolina, who holds the CFP and CFA credentials. Stephan charges a flat fee or retainer and focuses on flat-fee planning, equity compensation and founders (pre-exit).
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Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
Facts
| Firm | Scholar Financial Advising |
|---|---|
| Based in | Winston-Salem, North Carolina |
| Fee model | Flat fee or retainer |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in NC, TX · CRD 7084798 |
| Exams passed | Series 65 (2015) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | scholarfinancialadvising.com |
| Profile |
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Questions about Stephan
Is Stephan Shipe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephan holds no broker registration, and Scholar Financial Advising reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephan charge for financial advice?
Stephan charges a flat fee or retainer.
Does Stephan work with clients virtually?
Yes. Scholar Financial Advising says on its website that it works with clients remotely.
Where is Stephan Shipe based?
Stephan Shipe is based in Winston-Salem, North Carolina.
What does Stephan specialize in?
Stephan's specialties include flat-fee planning, equity compensation, founders (pre-exit), tax planning, estate & legacy planning and retirement planning. Stephan works with founders, executives and multi-generational families.
What credentials does Stephan Shipe hold?
Stephan Shipe holds the CFP and CFA credentials.
Is Stephan Shipe registered with the SEC?
Yes. Stephan Shipe is registered as an investment adviser representative in NC and TX (CRD 7084798), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Stephan Shipe?
Through Stephan's website, scholarfinancialadvising.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
- Scholar Financial Advising 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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