Stephen Bunch
Sagace Wealth · St. Petersburg, Florida
Stephen Bunch is a fee-only financial advisor at Sagace Wealth in St. Petersburg, Florida. Stephen focuses on estate & legacy planning, tax planning and small business owners. Sagace Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Founders
- Multi-generational families
Facts
| Firm | Sagace Wealth |
|---|---|
| Based in | St. Petersburg, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $162.7M across 263 accounts |
| SEC registration | Investment adviser representative in FL · CRD 6383515 |
| Exams passed | Series 65 (2015) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.sagacewealth.com |
| Profile |
How Stephen's firm compares
- Sagace Wealth's average account is about $619,000, from its Form ADV (assets managed divided by 263 accounts).
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Questions about Stephen
Is Stephen Bunch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Sagace Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Sagace Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephen Bunch based?
Stephen Bunch is based in St. Petersburg, Florida.
What does Stephen specialize in?
Stephen's specialties include estate & legacy planning, tax planning and small business owners. Stephen works with retirees, founders and multi-generational families.
Is Stephen Bunch registered with the SEC?
Yes. Stephen Bunch is registered as an investment adviser representative in FL (CRD 6383515), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sagace Wealth manage?
Sagace Wealth reports $162.7M across 263 accounts in assets under management.
How do I contact Stephen Bunch?
Through Stephen's website, www.sagacewealth.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
- Sagace Wealth 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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