Stephen Podnos
Wealth Care · Merritt Island, Florida
Stephen Podnos is a fee-only financial advisor at Wealth Care in Merritt Island, Florida. Stephen focuses on physicians & residents. Wealth Care reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Physicians
Facts
| Firm | Wealth Care |
|---|---|
| Based in | Merritt Island, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $668.6M across 821 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 4642467 |
| Exams passed | Series 65 (2003) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.wealthcarellc.com |
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Questions about Stephen
Is Stephen Podnos a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Wealth Care 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, Wealth Care, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephen Podnos based?
Stephen Podnos is based in Merritt Island, Florida.
What does Stephen specialize in?
Stephen's specialties include physicians & residents. Stephen works with physicians.
Is Stephen Podnos registered with the SEC?
Yes. Stephen Podnos is registered as an investment adviser representative in FL and TX (CRD 4642467), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealth Care manage?
Wealth Care reports $668.6M across 821 accounts in assets under management.
How do I contact Stephen Podnos?
Through Stephen's website, www.wealthcarellc.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
- Wealth Care 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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