Stephen Bodwell
Walnut Hill Wealth Management, LLC · Dallas, Texas
Stephen Bodwell is a fee-only financial advisor at Walnut Hill Wealth Management, LLC in Dallas, Texas, who holds the CFP, CPA and PFS credentials. Walnut Hill Wealth Management, LLC reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Stephen →
Facts
| Firm | Walnut Hill Wealth Management, LLC |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $4.6M across 31 accounts |
| Credentials | CFP · CPA · PFS |
| SEC registration | Investment adviser representative in TX · CRD 7685361 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | walnuthillwealth.com |
| Profile |
How Stephen's firm compares
- Walnut Hill Wealth Management, LLC's average account is about $148,000, from its Form ADV (assets managed divided by 31 accounts).
Request an introduction to Stephen
Tell Stephen a little about what you're looking for. Stephen isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Stephen
Is Stephen Bodwell a fee-only financial advisor?
Yes. Stephen Bodwell is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Stephen's firm.
How does Stephen charge for financial advice?
Stephen's firm, Walnut Hill Wealth Management, LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Stephen Bodwell based?
Stephen Bodwell is based in Dallas, Texas.
What credentials does Stephen Bodwell hold?
Stephen Bodwell holds the CFP, CPA and PFS credentials.
Is Stephen Bodwell registered with the SEC?
Yes. Stephen Bodwell is registered as an investment adviser representative in TX (CRD 7685361), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Walnut Hill Wealth Management, LLC manage?
Walnut Hill Wealth Management, LLC reports $4.6M across 31 accounts in assets under management.
How do I contact Stephen Bodwell?
Through Stephen's website, walnuthillwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.