Stephen Hozie
Hozie Consulting · Coppell, Texas
Stephen Hozie is a fee-only financial advisor at Hozie Consulting in Coppell, Texas, who holds the CFP and PFS credentials. Hozie Consulting reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Hozie Consulting |
|---|---|
| Based in | Coppell, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $17.1M across 59 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in TX · CRD 6880294 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How Stephen's firm compares
- Hozie Consulting's average account is about $291,000, from its Form ADV (assets managed divided by 59 accounts).
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Questions about Stephen
Is Stephen Hozie a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Hozie Consulting 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, Hozie Consulting, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephen Hozie based?
Stephen Hozie is based in Coppell, Texas.
What credentials does Stephen Hozie hold?
Stephen Hozie holds the CFP and PFS credentials.
Is Stephen Hozie registered with the SEC?
Yes. Stephen Hozie is registered as an investment adviser representative in TX (CRD 6880294), 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 Hozie Consulting manage?
Hozie Consulting reports $17.1M across 59 accounts in assets under management.
How do I contact Stephen Hozie?
Contact details aren't on file yet. Search for Hozie Consulting.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Coppell
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.
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