Stephen Levy
BirdRock Wealth Management · Austin, Texas
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.
Request an introduction to Stephen →
Specialties
Who they serve
- Mid-life transitions
- Divorced individuals
- Founders
- Pre-retirees
Facts
| Firm | BirdRock Wealth Management |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $146.3M across 425 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 3259220 |
| Exams passed | Series 63 (1999) · Series 65 (2001) · Series 66 (2001) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.birdrockwealth.com |
| Profile |
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 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.
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
- BirdRock Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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.