# Stephanie Stumpf

> Stephanie Stumpf is a fee-only financial advisor at WealthCrossing in Richmond, Virginia, who holds the CFP and PFS credentials. Stephanie focuses on estate & legacy planning, tax planning and family wealth transfer. WealthCrossing reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** WealthCrossing
- **Based in:** Richmond, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.54B across 1,318 accounts
- **Credentials:** CFP, PFS
- **Specialties:** Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Pre-retirees, Retirees, Multi-generational families
- **CRD:** 5217220 (https://adviserinfo.sec.gov/individual/summary/5217220)
- **SEC registration:** Investment adviser representative in VA
- **Exams passed:** Series 65 (2006)
- **Firm size:** 18 employees
- **Disclosures:** None reported
- **Website:** http://www.wealth-crossing.com

## Frequently asked questions

### Is Stephanie Stumpf a fee-only financial advisor?

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

### How does Stephanie charge for financial advice?

Stephanie's firm, WealthCrossing, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Stephanie Stumpf based?

Stephanie Stumpf is based in Richmond, Virginia.

### What does Stephanie specialize in?

Stephanie's specialties include estate & legacy planning, tax planning and family wealth transfer. Stephanie works with pre-retirees, retirees and multi-generational families.

### What credentials does Stephanie Stumpf hold?

Stephanie Stumpf holds the CFP and PFS credentials.

### Is Stephanie Stumpf registered with the SEC?

Yes. Stephanie Stumpf is registered as an investment adviser representative in VA (CRD 5217220), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does WealthCrossing manage?

WealthCrossing reports $1.54B across 1,318 accounts in assets under management.

### How do I contact Stephanie Stumpf?

Through Stephanie's website, www.wealth-crossing.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5217220): 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://wealth-crossing.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.