Stephanie Tredway
Flagstone Financial Management · Lincoln, Nebraska
Stephanie Tredway is a fee-only financial advisor at Flagstone Financial Management in Lincoln, Nebraska. Flagstone Financial Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Flagstone Financial Management |
|---|---|
| Based in | Lincoln, Nebraska |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $467.8M across 353 accounts |
| SEC registration | Investment adviser representative in NE · CRD 5452046 |
| Exams passed | Series 66 (2008) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.flagstonefm.com |
How Stephanie's firm compares
- Flagstone Financial Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 353 accounts).
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Questions about Stephanie
Is Stephanie Tredway a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephanie holds no broker registration, and Flagstone Financial Management 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, Flagstone Financial Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephanie Tredway based?
Stephanie Tredway is based in Lincoln, Nebraska.
Is Stephanie Tredway registered with the SEC?
Yes. Stephanie Tredway is registered as an investment adviser representative in NE (CRD 5452046), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Flagstone Financial Management manage?
Flagstone Financial Management reports $467.8M across 353 accounts in assets under management.
How do I contact Stephanie Tredway?
Through Stephanie's website, www.flagstonefm.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
- 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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