Stephen Lupkas
myFinancialPro · Shelton, Connecticut
Stephen Lupkas is a fee-only financial advisor at myFinancialPro in Shelton, Connecticut, who holds the CFP credential. Stephen charges a percentage of assets and hourly fees ($343 an hour and 0.33% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
- Founders
Facts
| Firm | myFinancialPro |
|---|---|
| Based in | Shelton, Connecticut |
| Fee model | Percentage of assets · Hourly |
| Fees (firm's website) | $343 an hour · 0.33% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $58.4M across 143 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, FL, NY, SC · CRD 2628820 |
| Exams passed | Series 63 (1995) · Series 65 (1995) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.myfinancial.pro |
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Questions about Stephen
Is Stephen Lupkas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and myFinancialPro 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 charges a percentage of assets and hourly fees.
How much does Stephen charge?
According to myFinancialPro's website, checked October 30, 2026: $343 an hour; 0.33% a year on the first tier of assets managed.
Where is Stephen Lupkas based?
Stephen Lupkas is based in Shelton, Connecticut.
What does Stephen specialize in?
Stephen's specialties include retirement planning, estate & legacy planning, tax planning, founders (pre-exit), retirement with concentrated positions and family wealth transfer. Stephen works with retirees, pre-retirees, executives and founders.
What credentials does Stephen Lupkas hold?
Stephen Lupkas holds the CFP credential.
Is Stephen Lupkas registered with the SEC?
Yes. Stephen Lupkas is registered as an investment adviser representative in CT, FL, NY and SC (CRD 2628820), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does myFinancialPro manage?
myFinancialPro reports $58.4M across 143 accounts in assets under management.
How do I contact Stephen Lupkas?
Through Stephen's website, www.myfinancial.pro.
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
- myFinancialPro 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.
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