Stephen Schultz
Bastion Fiduciary · Islamorada, Florida
Stephen Schultz is a fee-only financial advisor at Bastion Fiduciary in Islamorada, Florida. Bastion Fiduciary reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Bastion Fiduciary |
|---|---|
| Based in | Islamorada, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $125.2M across 437 accounts |
| SEC registration | Investment adviser representative in MD, TX · CRD 8347363 |
| Exams passed | Series 65 (2026) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.lastbastion.com |
How Stephen's firm compares
- Bastion Fiduciary's average account is about $287,000, from its Form ADV (assets managed divided by 437 accounts).
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Questions about Stephen
Is Stephen Schultz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Bastion Fiduciary 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, Bastion Fiduciary, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephen Schultz based?
Stephen Schultz is based in Islamorada, Florida.
Is Stephen Schultz registered with the SEC?
Yes. Stephen Schultz is registered as an investment adviser representative in MD and TX (CRD 8347363), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bastion Fiduciary manage?
Bastion Fiduciary reports $125.2M across 437 accounts in assets under management.
How do I contact Stephen Schultz?
Through Stephen's website, www.lastbastion.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Florida
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.
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