# Stephen Trojan

> Stephen Trojan is a fee-only financial advisor at Flatiron Wealth Advisors in Henrico, Virginia. Stephen charges a percentage of assets and an ongoing planning fee (ongoing planning from $1,200 a year and 0.9% a year on the first tier of assets managed) and focuses on equity compensation, small business owners and tax planning.

Page: https://find.wellspent.co/advisors/stephen-trojan/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Flatiron Wealth Advisors
- **Based in:** Henrico, Virginia
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $1,200 a year; 0.9% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $2.7M across 9 accounts
- **Specialties:** Equity compensation, Small business owners, Tax planning, Physicians & residents
- **Works with:** Founders, Physicians, Tech employees
- **CRD:** 5048379 (https://adviserinfo.sec.gov/individual/summary/5048379)
- **SEC registration:** Investment adviser representative in CO, VA
- **Exams passed:** Series 63 (2005), Series 65 (2021)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.flatironwealthadvisors.com

## Frequently asked questions

### Is Stephen Trojan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Flatiron Wealth 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 charges a percentage of assets and an ongoing planning fee.

### How much does Stephen charge?

According to Flatiron Wealth Advisors's website, checked October 30, 2026: ongoing planning from $1,200 a year; 0.9% a year on the first tier of assets managed.

### Does Stephen work with clients virtually?

Yes. Flatiron Wealth Advisors says on its website that it works with clients remotely.

### Where is Stephen Trojan based?

Stephen Trojan is based in Henrico, Virginia.

### What does Stephen specialize in?

Stephen's specialties include equity compensation, small business owners, tax planning and physicians & residents. Stephen works with founders, physicians and tech employees.

### Is Stephen Trojan registered with the SEC?

Yes. Stephen Trojan is registered as an investment adviser representative in CO and VA (CRD 5048379), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Flatiron Wealth Advisors manage?

Flatiron Wealth Advisors reports $2.7M across 9 accounts in assets under management.

### How do I contact Stephen Trojan?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5048379): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://flatironwealthadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.