Stephen Soper
Orange Investment Advisors · Goshen, New York
Stephen Soper is a fee-only financial advisor at Orange Investment Advisors in Goshen, New York, who holds the CFP credential. Orange Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Executives
Facts
| Firm | Orange Investment Advisors |
|---|---|
| Based in | Goshen, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.67B across 2,179 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 1349980 |
| Exams passed | Series 63 (2001) · Series 65 (1994) · Series 66 (2021) |
| Firm size | 18 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.orangeinvestmentadvisors.com |
How Stephen's firm compares
- Orange Investment Advisors's average account is about $766,000, from its Form ADV (assets managed divided by 2,179 accounts).
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Questions about Stephen
Is Stephen Soper a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Orange Investment Advisors 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, Orange Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephen Soper based?
Stephen Soper is based in Goshen, New York.
What credentials does Stephen Soper hold?
Stephen Soper holds the CFP credential.
Is Stephen Soper registered with the SEC?
Yes. Stephen Soper is registered as an investment adviser representative in NY (CRD 1349980), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Orange Investment Advisors manage?
Orange Investment Advisors reports $1.67B across 2,179 accounts in assets under management.
How do I contact Stephen Soper?
Through Stephen's website, www.orangeinvestmentadvisors.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
- Orange Investment Advisors 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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