Stephen Greco
Pandora Wealth · Las Vegas, Nevada
Stephen Greco is a fee-only financial advisor at Pandora Wealth in Las Vegas, Nevada. Stephen charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- High earners
Facts
| Firm | Pandora Wealth |
|---|---|
| Based in | Las Vegas, Nevada |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $285.0M across 109 accounts |
| SEC registration | Investment adviser representative in IL · CRD 4519638 |
| Exams passed | Series 65 (2011) · Series 66 (2002) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.pandorawealth.com |
| Profile |
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Questions about Stephen
Is Stephen Greco a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Pandora Wealth 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 Pandora Wealth's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Stephen Greco based?
Stephen Greco is based in Las Vegas, Nevada.
What does Stephen specialize in?
Stephen's specialties include retirement planning, estate & legacy planning, tax planning and small business owners. Stephen works with high earners.
Is Stephen Greco registered with the SEC?
Yes. Stephen Greco is registered as an investment adviser representative in IL (CRD 4519638), 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 Pandora Wealth manage?
Pandora Wealth reports $285.0M across 109 accounts in assets under management.
How do I contact Stephen Greco?
Through Stephen's website, www.pandorawealth.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
- Pandora Wealth 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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