Stephen Lee
Equistar Wealth Management · Maitland, Florida
Stephen Lee is a fee-only financial advisor at Equistar Wealth Management in Maitland, Florida, who holds the CFP credential. Equistar Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Equistar Wealth Management |
|---|---|
| Based in | Maitland, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.1M across 35 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 4767940 |
| Exams passed | Series 65 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.equistarwealth.com |
| Profile |
How Stephen's firm compares
- Equistar Wealth Management's average account is about $60,000, from its Form ADV (assets managed divided by 35 accounts).
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Questions about Stephen
Is Stephen Lee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Equistar Wealth Management 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, Equistar Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephen Lee based?
Stephen Lee is based in Maitland, Florida.
What credentials does Stephen Lee hold?
Stephen Lee holds the CFP credential.
Is Stephen Lee registered with the SEC?
Yes. Stephen Lee is registered as an investment adviser representative in FL (CRD 4767940), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Equistar Wealth Management manage?
Equistar Wealth Management reports $2.1M across 35 accounts in assets under management.
How do I contact Stephen Lee?
Through Stephen's website, www.equistarwealth.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.
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