Stephen Way
Setarcos Wealth Advisors LLC · Philadelphia, Pennsylvania
Stephen Way is a fee-only financial advisor at Setarcos Wealth Advisors LLC in Philadelphia, Pennsylvania, who holds the CFP credential. Stephen focuses on retirement planning, estate & legacy planning and tax planning. Setarcos Wealth Advisors LLC reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Stephen →
Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Setarcos Wealth Advisors LLC |
|---|---|
| Based in | Philadelphia, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Works virtually | Yes |
| Assets under management | $111.7M across 229 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, PA, TX · CRD 6302406 |
| Exams passed | Series 65 (2014) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | setarcosllc.com |
How Stephen's firm compares
- Setarcos Wealth Advisors LLC's average account is about $488,000, from its Form ADV (assets managed divided by 229 accounts).
Request an introduction to Stephen
Tell Stephen a little about what you're looking for. Stephen isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Stephen
Is Stephen Way a fee-only financial advisor?
Yes. Stephen Way is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Stephen's firm.
How does Stephen charge for financial advice?
Stephen's firm, Setarcos Wealth Advisors LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Stephen charge?
According to Setarcos Wealth Advisors LLC's website, checked October 28, 2026: a $1,000,000 asset minimum.
Does Stephen work with clients virtually?
Yes. Setarcos Wealth Advisors LLC says on its website that it works with clients remotely.
Where is Stephen Way based?
Stephen Way is based in Philadelphia, Pennsylvania.
What does Stephen specialize in?
Stephen's specialties include retirement planning, estate & legacy planning, tax planning and retirement with concentrated positions. Stephen works with ultra high net worth.
What credentials does Stephen Way hold?
Stephen Way holds the CFP credential.
Is Stephen Way registered with the SEC?
Yes. Stephen Way is registered as an investment adviser representative in CA, PA and TX (CRD 6302406), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Setarcos Wealth Advisors LLC manage?
Setarcos Wealth Advisors LLC reports $111.7M across 229 accounts in assets under management.
How do I contact Stephen Way?
Through Stephen's website, setarcosllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Setarcos Wealth Advisors LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.