# Stephen Levy

> Stephen Levy is a fee-only financial advisor at BirdRock Wealth Management in Austin, Texas. Stephen focuses on divorce financial planning, retirement planning and founders (pre-exit). BirdRock Wealth Management reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** BirdRock Wealth Management
- **Based in:** Austin, Texas
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $146.3M across 425 accounts
- **Specialties:** Divorce financial planning, Retirement planning, Founders (pre-exit)
- **Works with:** Mid-life transitions, Divorced individuals, Founders, Pre-retirees
- **CRD:** 3259220 (https://adviserinfo.sec.gov/individual/summary/3259220)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (1999), Series 65 (2001), Series 66 (2001)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.birdrockwealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and BirdRock 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, BirdRock Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Stephen Levy based?

Stephen Levy is based in Austin, Texas.

### What does Stephen specialize in?

Stephen's specialties include divorce financial planning, retirement planning and founders (pre-exit). Stephen works with mid-life transitions, divorced individuals, founders and pre-retirees.

### Is Stephen Levy registered with the SEC?

Yes. Stephen Levy is registered as an investment adviser representative in CA and TX (CRD 3259220), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does BirdRock Wealth Management manage?

BirdRock Wealth Management reports $146.3M across 425 accounts in assets under management.

### How do I contact Stephen Levy?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3259220): 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://birdrockwealth.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.