Stephan Zehner
Atticus Wealth Management · Palm Beach Gardens, Florida
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.
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Specialties
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 | $565.3M across 1,105 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 6526012 |
| Exams passed | Series 65 (2016) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.atticuswm.com |
How Stephan's firm compares
- Atticus Wealth Management's average account is about $512,000, from its Form ADV (assets managed divided by 1,105 accounts).
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Questions about Stephan
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.
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
- Atticus Wealth Management 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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