Stephen Huxley
Asset Dedication · San Francisco, California
Stephen Huxley is a fee-only financial advisor at Asset Dedication in San Francisco, California. Asset Dedication reports charging a percentage of assets on its Form ADV.
Request an introduction to Stephen →
Facts
| Firm | Asset Dedication |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $2.93B across 6,174 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 4596883 |
| Exams passed | Series 65 (2004) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.assetdedication.com |
How Stephen's firm compares
- Asset Dedication's average account is about $475,000, from its Form ADV (assets managed divided by 6,174 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 Huxley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Asset Dedication 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, Asset Dedication, reports charging a percentage of assets on its SEC Form ADV.
Where is Stephen Huxley based?
Stephen Huxley is based in San Francisco, California.
Is Stephen Huxley registered with the SEC?
Yes. Stephen Huxley is registered as an investment adviser representative in CA and TX (CRD 4596883), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Asset Dedication manage?
Asset Dedication reports $2.93B across 6,174 accounts in assets under management.
How do I contact Stephen Huxley?
Through Stephen's website, www.assetdedication.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.