# Stephan Zehner

> Stephan Zehner is a fee-only financial advisor at Atticus Wealth Management in Palm Beach Gardens, Florida, who holds the CFP credential. Stephan charges a percentage of assets (a $500,000 asset minimum) and focuses on retirement planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/stephan-zehner/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Atticus Wealth Management
- **Based in:** Palm Beach Gardens, Florida
- **Fee model:** Percentage of assets
- **Fees (firm's website):** a $500,000 asset minimum
- **Assets under management (firm):** $565.3M across 1,105 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 6526012 (https://adviserinfo.sec.gov/individual/summary/6526012)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 65 (2016)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.atticuswm.com/

## Frequently asked questions

### Is Stephan Zehner a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stephan holds no broker registration, and Atticus Wealth Management 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 percentage of assets.

### How much does Stephan charge?

According to Atticus Wealth Management's website, checked October 30, 2026: a $500,000 asset minimum.

### Where is Stephan Zehner based?

Stephan Zehner is based in Palm Beach Gardens, Florida.

### What does Stephan specialize in?

Stephan's specialties include retirement planning and estate & legacy planning.

### What credentials does Stephan Zehner hold?

Stephan Zehner holds the CFP credential.

### Is Stephan Zehner registered with the SEC?

Yes. Stephan Zehner is registered as an investment adviser representative in FL and TX (CRD 6526012), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Atticus Wealth Management manage?

Atticus Wealth Management reports $565.3M across 1,105 accounts in assets under management.

### How do I contact Stephan Zehner?

Through Stephan's website, www.atticuswm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6526012): 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
- The firm's website (https://atticuswm.com/): specialties, clients served, and fees, checked October 30, 2026

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