Stephen Chambers
Linch Financial · Southlake, Texas
Stephen Chambers is a fee-only financial advisor at Linch Financial in Southlake, Texas. Stephen charges a percentage of assets (0.25%–2.99% a year of assets managed) and focuses on retirement planning, estate & legacy planning and family wealth transfer.
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Specialties
Facts
| Firm | Linch Financial |
|---|---|
| Based in | Southlake, Texas |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.25%–2.99% a year of assets managed |
| Assets under management | $40.9M across 79 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4678009 |
| Exams passed | Series 66 (2003) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.linchfinancial.com |
How Stephen's firm compares
- Linch Financial's average account is about $517,000, from its Form ADV (assets managed divided by 79 accounts).
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Questions about Stephen
Is Stephen Chambers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Linch Financial 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 charges a percentage of assets.
How much does Stephen charge?
According to Linch Financial's website, checked October 30, 2026: 0.25%–2.99% a year of assets managed.
Where is Stephen Chambers based?
Stephen Chambers is based in Southlake, Texas.
What does Stephen specialize in?
Stephen's specialties include retirement planning, estate & legacy planning and family wealth transfer.
Is Stephen Chambers registered with the SEC?
Yes. Stephen Chambers is registered as an investment adviser representative in TX (CRD 4678009), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Linch Financial manage?
Linch Financial reports $40.9M across 79 accounts in assets under management.
How do I contact Stephen Chambers?
Through Stephen's website, www.linchfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Southlake
Other advisors in Texas who focus on retirement planning
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
- Linch Financial 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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