Stephen Crifasi
Westover Capital Advisors · Wilmington, Delaware
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.
Request an introduction to Stephen →
Specialties
Who they serve
- Executives
- Founders
- Retirees
- High earners
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 |
| Assets under management | $652.9M across 794 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in DE, NC, PA, VA · CRD 7646738 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.westovercapital.com |
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 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.
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
- Westover Capital Advisors 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.
See something wrong? Request a correction. Read our methodology.