# Stephen Green

> Stephen Green is a fee-only financial advisor at Seneca Financial Advisors in Rochester, New York. Stephen focuses on tax planning, estate & legacy planning and family wealth transfer. Seneca Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Seneca Financial Advisors
- **Based in:** Rochester, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $847.2M across 1,128 accounts
- **Specialties:** Tax planning, Estate & legacy planning, Family wealth transfer
- **CRD:** 5296136 (https://adviserinfo.sec.gov/individual/summary/5296136)
- **SEC registration:** Investment adviser representative in NY, TX
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** http://www.senecafinancialadvisors.com

## Frequently asked questions

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

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

### Where is Stephen Green based?

Stephen Green is based in Rochester, New York.

### What does Stephen specialize in?

Stephen's specialties include tax planning, estate & legacy planning and family wealth transfer.

### Is Stephen Green registered with the SEC?

Yes. Stephen Green is registered as an investment adviser representative in NY and TX (CRD 5296136), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Seneca Financial Advisors manage?

Seneca Financial Advisors reports $847.2M across 1,128 accounts in assets under management.

### How do I contact Stephen Green?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5296136): 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://senecafinancialadvisors.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.