# Stephen Crifasi

> Stephen Crifasi is a fee-only financial advisor at Westover Capital Advisors in Wilmington, Delaware, who holds the CFP credential. Stephen focuses on tax planning, estate & legacy planning and retirement planning. Westover Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stephen-crifasi/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Westover Capital Advisors
- **Based in:** Wilmington, Delaware
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $652.9M across 794 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning, Retirement planning
- **Works with:** Executives, Founders, Retirees, High earners
- **CRD:** 7646738 (https://adviserinfo.sec.gov/individual/summary/7646738)
- **SEC registration:** Investment adviser representative in DE, NC, PA, VA
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** https://www.westovercapital.com

## Frequently asked questions

### Is Stephen Crifasi a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Westover Capital Advisors 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, Westover Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Stephen Crifasi based?

Stephen Crifasi is based in Wilmington, Delaware.

### What does Stephen specialize in?

Stephen's specialties include tax planning, estate & legacy planning and retirement planning. Stephen works with executives, founders, retirees and high earners.

### What credentials does Stephen Crifasi hold?

Stephen Crifasi holds the CFP credential.

### Is Stephen Crifasi registered with the SEC?

Yes. Stephen Crifasi is registered as an investment adviser representative in DE, NC, PA and VA (CRD 7646738), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Westover Capital Advisors manage?

Westover Capital Advisors reports $652.9M across 794 accounts in assets under management.

### How do I contact Stephen Crifasi?

Through Stephen's website, www.westovercapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7646738): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://westovercapital.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.