Stephen Troutman
Troutman Wealth Management · Malvern, Pennsylvania
Stephen Troutman is a fee-only financial advisor at Troutman Wealth Management in Malvern, Pennsylvania, who holds the CFP credential. Stephen focuses on retirement planning, small business owners and family wealth transfer. Troutman Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Early-career professionals
- Retirees
Facts
| Firm | Troutman Wealth Management |
|---|---|
| Based in | Malvern, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $152.5M across 393 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 4747105 |
| Exams passed | Series 63 (2004) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.troutmanwealth.com |
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Questions about Stephen
Is Stephen Troutman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Troutman Wealth Management 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, Troutman Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Stephen Troutman based?
Stephen Troutman is based in Malvern, Pennsylvania.
What does Stephen specialize in?
Stephen's specialties include retirement planning, small business owners and family wealth transfer. Stephen works with multi-generational families, early-career professionals and retirees.
What credentials does Stephen Troutman hold?
Stephen Troutman holds the CFP credential.
Is Stephen Troutman registered with the SEC?
Yes. Stephen Troutman is registered as an investment adviser representative in PA and TX (CRD 4747105), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Troutman Wealth Management manage?
Troutman Wealth Management reports $152.5M across 393 accounts in assets under management.
How do I contact Stephen Troutman?
Through Stephen's website, www.troutmanwealth.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
- Troutman Wealth Management 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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