Stephen Sustrick
Honu Wealth · Sunnyvale, California
Stephen Sustrick is a fee-only financial advisor at Honu Wealth in Sunnyvale, California. Stephen charges a flat fee or retainer and an ongoing planning fee and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Pre-retirees
- High earners
Facts
| Firm | Honu Wealth |
|---|---|
| Based in | Sunnyvale, California |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $161.8M across 309 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4585173 |
| Exams passed | Series 65 (2010) · Series 66 (2002) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | honuwealth.com |
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Questions about Stephen
Is Stephen Sustrick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Honu 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 charges a flat fee or retainer and an ongoing planning fee.
Where is Stephen Sustrick based?
Stephen Sustrick is based in Sunnyvale, California.
What does Stephen specialize in?
Stephen's specialties include retirement planning, estate & legacy planning and tax planning. Stephen works with pre-retirees and high earners.
Is Stephen Sustrick registered with the SEC?
Yes. Stephen Sustrick is registered as an investment adviser representative in TX (CRD 4585173), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Honu Wealth manage?
Honu Wealth reports $161.8M across 309 accounts in assets under management.
How do I contact Stephen Sustrick?
Through Stephen's website, honuwealth.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
- Honu 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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