Stephen Fassel
Courier Capital · Buffalo, New York
Stephen Fassel is a fee-only financial advisor at Courier Capital in Buffalo, New York. Courier Capital reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Stephen →
Facts
| Firm | Courier Capital |
|---|---|
| Based in | Buffalo, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $3.59B across 3,857 accounts |
| SEC registration | Investment adviser representative in NY · CRD 6002864 |
| Exams passed | Series 63 (2012) · Series 66 (2015) |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | www.couriercapital.com |
How Stephen's firm compares
- Courier Capital's average account is about $930,000, from its Form ADV (assets managed divided by 3,857 accounts).
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 Fassel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Courier Capital 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, Courier Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Stephen Fassel based?
Stephen Fassel is based in Buffalo, New York.
Is Stephen Fassel registered with the SEC?
Yes. Stephen Fassel is registered as an investment adviser representative in NY (CRD 6002864), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Courier Capital manage?
Courier Capital reports $3.59B across 3,857 accounts in assets under management.
How do I contact Stephen Fassel?
Through Stephen's website, www.couriercapital.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
- 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.