Stephanie Stumpf
WealthCrossing · Richmond, Virginia
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Multi-generational families
Facts
| Firm | WealthCrossing |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.54B across 1,318 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in VA · CRD 5217220 |
| Exams passed | Series 65 (2006) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.wealth-crossing.com |
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Questions about Stephanie
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.
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
- WealthCrossing 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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