Stephen Overstreet
Financial Planning Office of Stephen Overstreet, P.A. · Winter Park, Florida
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.
Request an introduction to Stephen →
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 | $39.0M across 48 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 2865970 |
| Exams passed | Series 65 (1997) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Stephen's firm compares
- Financial Planning Office of Stephen Overstreet, P.A.'s average account is about $812,000, from its Form ADV (assets managed divided by 48 accounts).
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 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..
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
- 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.