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Advisor

Stephen Topley

Lansing Street Advisors · Ambler, Pennsylvania

Stephen Topley is a fee-only financial advisor at Lansing Street Advisors in Ambler, Pennsylvania. Stephen focuses on family wealth transfer and estate & legacy planning. Lansing Street Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only

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Specialties

Who they serve

  • Multi-generational families

Facts

FirmLansing Street Advisors
Based in Ambler, Pennsylvania
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Assets under management$555.0M across 561 accounts
SEC registration Investment adviser representative in PA · CRD 7875059
Exams passedSeries 65 (2024)
Firm size5 employees
Disclosures None reported
Websitewww.lansingadv.com

How Stephen's firm compares

  • Lansing Street Advisors's average account is about $989,000, from its Form ADV (assets managed divided by 561 accounts).

What fee-only advisors charge in Pennsylvania

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Questions about Stephen

Is Stephen Topley a fee-only financial advisor?

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

Where is Stephen Topley based?

Stephen Topley is based in Ambler, Pennsylvania.

What does Stephen specialize in?

Stephen's specialties include family wealth transfer and estate & legacy planning. Stephen works with multi-generational families.

Is Stephen Topley registered with the SEC?

Yes. Stephen Topley is registered as an investment adviser representative in PA (CRD 7875059), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Lansing Street Advisors manage?

Lansing Street Advisors reports $555.0M across 561 accounts in assets under management.

How do I contact Stephen Topley?

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

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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