# Stephen Lulla

> Stephen Lulla is a fee-only financial advisor at Maidstone Wealth Management in Cambridge, New York. Maidstone Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stephen-lulla/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Maidstone Wealth Management
- **Based in:** Cambridge, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $27.4M across 32 accounts
- **CRD:** 1365623 (https://adviserinfo.sec.gov/individual/summary/1365623)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 65 (2017)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.maidstone-wm.com

## Frequently asked questions

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

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

### Where is Stephen Lulla based?

Stephen Lulla is based in Cambridge, New York.

### Is Stephen Lulla registered with the SEC?

Yes. Stephen Lulla is registered as an investment adviser representative in NY (CRD 1365623), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Maidstone Wealth Management manage?

Maidstone Wealth Management reports $27.4M across 32 accounts in assets under management.

### How do I contact Stephen Lulla?

Through Stephen's website, www.maidstone-wm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1365623): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.