Stephen Nelson
Mills Wealth Advisors · Southlake, Texas
Stephen Nelson is a fee-only financial advisor at Mills Wealth Advisors in Southlake, Texas, who holds the CFP credential. Stephen focuses on founders (pre-exit), retirement planning and tax planning. Mills Wealth Advisors reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Mills Wealth Advisors |
|---|---|
| Based in | Southlake, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Accepting new clients | Yes |
| Assets under management | $548.7M across 1,877 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6129809 |
| Exams passed | Series 63 (2014) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.millswealthadvisors.com |
| Profile |
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Questions about Stephen
Is Stephen Nelson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Mills Wealth Advisors 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, Mills Wealth Advisors, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Stephen Nelson based?
Stephen Nelson is based in Southlake, Texas.
What does Stephen specialize in?
Stephen's specialties include founders (pre-exit), retirement planning, tax planning and estate & legacy planning. Stephen works with founders.
What credentials does Stephen Nelson hold?
Stephen Nelson holds the CFP credential.
Is Stephen Nelson registered with the SEC?
Yes. Stephen Nelson is registered as an investment adviser representative in TX (CRD 6129809), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mills Wealth Advisors manage?
Mills Wealth Advisors reports $548.7M across 1,877 accounts in assets under management.
How do I contact Stephen Nelson?
Through Stephen's website, www.millswealthadvisors.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
- Mills Wealth Advisors 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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