# Stephen Witte

> Stephen Witte is a fee-only financial advisor at Equita Financial Network in Fort Washington, Pennsylvania, who holds the CFP credential. Equita Financial Network reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stephen-witte/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Equita Financial Network
- **Based in:** Fort Washington, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $391.0M across 1,321 accounts
- **Credentials:** CFP
- **CRD:** 6703652 (https://adviserinfo.sec.gov/individual/summary/6703652)
- **SEC registration:** Investment adviser representative in MI
- **Exams passed:** Series 65 (2016)
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** http://www.equitafn.com

## Frequently asked questions

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

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

### Where is Stephen Witte based?

Stephen Witte is based in Fort Washington, Pennsylvania.

### What credentials does Stephen Witte hold?

Stephen Witte holds the CFP credential.

### Is Stephen Witte registered with the SEC?

Yes. Stephen Witte is registered as an investment adviser representative in MI (CRD 6703652), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Equita Financial Network manage?

Equita Financial Network reports $391.0M across 1,321 accounts in assets under management.

### How do I contact Stephen Witte?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6703652): 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

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