# Stephen Overstreet

> Stephen Overstreet is a fee-only financial advisor at Financial Planning Office of Stephen Overstreet, P.A. in Winter Park, Florida, who holds the CFP credential. Financial Planning Office of Stephen Overstreet, P.A. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Financial Planning Office of Stephen Overstreet, P.A.
- **Based in:** Winter Park, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $39.0M across 48 accounts
- **Credentials:** CFP
- **CRD:** 2865970 (https://adviserinfo.sec.gov/individual/summary/2865970)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (1997)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Financial Planning Office of Stephen Overstreet, P.A. 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, Financial Planning Office of Stephen Overstreet, P.A., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Stephen Overstreet based?

Stephen Overstreet is based in Winter Park, Florida.

### What credentials does Stephen Overstreet hold?

Stephen Overstreet holds the CFP credential.

### Is Stephen Overstreet registered with the SEC?

Yes. Stephen Overstreet is registered as an investment adviser representative in FL (CRD 2865970), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Financial Planning Office of Stephen Overstreet, P.A. manage?

Financial Planning Office of Stephen Overstreet, P.A. reports $39.0M across 48 accounts in assets under management.

### How do I contact Stephen Overstreet?

Contact details aren't on file yet. Search for Financial Planning Office of Stephen Overstreet, P.A..

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2865970): 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.