Stevan Vaughan
Financial Counseling · Springboro, Ohio
Stevan Vaughan is a fee-only financial advisor at Financial Counseling in Springboro, Ohio. Financial Counseling reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Financial Counseling |
|---|---|
| Based in | Springboro, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $100.1M across 708 accounts |
| SEC registration | Investment adviser representative in OH · CRD 2488424 |
| Exams passed | Series 66 (1999) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.financialcounselinginc.com |
How Stevan's firm compares
- Financial Counseling's average account is about $141,000, from its Form ADV (assets managed divided by 708 accounts).
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Questions about Stevan
Is Stevan Vaughan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stevan holds no broker registration, and Financial Counseling reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stevan charge for financial advice?
Stevan's firm, Financial Counseling, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Stevan charge?
According to Financial Counseling's website, checked October 30, 2026: no asset minimum.
Where is Stevan Vaughan based?
Stevan Vaughan is based in Springboro, Ohio.
Is Stevan Vaughan registered with the SEC?
Yes. Stevan Vaughan is registered as an investment adviser representative in OH (CRD 2488424), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Counseling manage?
Financial Counseling reports $100.1M across 708 accounts in assets under management.
How do I contact Stevan Vaughan?
Through Stevan's website, www.financialcounselinginc.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
- Financial Counseling 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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