Stephen Trojan
Flatiron Wealth Advisors · Henrico, Virginia
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.
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Specialties
Who they serve
- Founders
- Physicians
- Tech employees
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 |
| Accepting new clients | Yes |
| Assets under management | $2.7M across 9 accounts |
| SEC registration | Investment adviser representative in CO, VA · CRD 5048379 |
| Exams passed | Series 63 (2005) · Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.flatironwealthadvisors.com |
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Questions about Stephen
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.
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
- Flatiron Wealth 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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