# Stephen Dreiling

> Stephen Dreiling is a fee-only financial advisor at Capital Investment Counsel in Denver, Colorado, who holds the CFP credential. Stephen charges a percentage of assets and focuses on retirement planning.

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

## Facts

- **Firm:** Capital Investment Counsel
- **Based in:** Denver, Colorado
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $1.35B across 1,408 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 2543502 (https://adviserinfo.sec.gov/individual/summary/2543502)
- **SEC registration:** Investment adviser representative in CO, TX
- **Exams passed:** Series 63 (1995), Series 66 (2000)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://cicwealthadvisors.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Capital Investment Counsel 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.

### Where is Stephen Dreiling based?

Stephen Dreiling is based in Denver, Colorado.

### What does Stephen specialize in?

Stephen's specialties include retirement planning.

### What credentials does Stephen Dreiling hold?

Stephen Dreiling holds the CFP credential.

### Is Stephen Dreiling registered with the SEC?

Yes. Stephen Dreiling is registered as an investment adviser representative in CO and TX (CRD 2543502), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Capital Investment Counsel manage?

Capital Investment Counsel reports $1.35B across 1,408 accounts in assets under management.

### How do I contact Stephen Dreiling?

Through Stephen's website, cicwealthadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2543502): 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://cicwealthadvisors.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.