# Stephen Saddock

> Stephen Saddock is a fee-only financial advisor at Saddock Wealth in Dallas, Texas. Stephen focuses on estate & legacy planning and family wealth transfer. Saddock Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stephen-saddock/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Saddock Wealth
- **Based in:** Dallas, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $94.3M across 93 accounts
- **Specialties:** Estate & legacy planning, Family wealth transfer
- **CRD:** 6900364 (https://adviserinfo.sec.gov/individual/summary/6900364)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2018)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.saddockwealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Saddock Wealth 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, Saddock Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Stephen Saddock based?

Stephen Saddock is based in Dallas, Texas.

### What does Stephen specialize in?

Stephen's specialties include estate & legacy planning and family wealth transfer.

### Is Stephen Saddock registered with the SEC?

Yes. Stephen Saddock is registered as an investment adviser representative in TX (CRD 6900364), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Saddock Wealth manage?

Saddock Wealth reports $94.3M across 93 accounts in assets under management.

### How do I contact Stephen Saddock?

Through Stephen's website, www.saddockwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6900364): 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
- The firm's website (https://saddockwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.