Stephen Saddock
Saddock Wealth · Dallas, Texas
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.
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Specialties
Facts
| Firm | Saddock Wealth |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $94.3M across 93 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6900364 |
| Exams passed | Series 65 (2018) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.saddockwealth.com |
How Stephen's firm compares
- Saddock Wealth's average account is about $1.0 million, from its Form ADV (assets managed divided by 93 accounts).
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Questions about Stephen
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
Other advisors in Texas who focus on estate & legacy planning
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
- Saddock Wealth 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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