Steven Cox
Providence Financial Advisors · Overland Park, Kansas
Steven Cox is a fee-only financial advisor at Providence Financial Advisors in Overland Park, Kansas, who holds the CFA credential. Providence Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Steven →
Facts
| Firm | Providence Financial Advisors |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $428.1M across 559 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in KS, TX · CRD 2084626 |
| Exams passed | Series 63 (1990) · Series 65 (1996) · Series 66 (2003) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | pfa-llc.com |
How Steven's firm compares
- Providence Financial Advisors's average account is about $766,000, from its Form ADV (assets managed divided by 559 accounts).
Request an introduction to Steven
Tell Steven a little about what you're looking for. Steven 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 Steven
Is Steven Cox a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Providence Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, Providence Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Steven Cox based?
Steven Cox is based in Overland Park, Kansas.
What credentials does Steven Cox hold?
Steven Cox holds the CFA credential.
Is Steven Cox registered with the SEC?
Yes. Steven Cox is registered as an investment adviser representative in KS and TX (CRD 2084626), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Providence Financial Advisors manage?
Providence Financial Advisors reports $428.1M across 559 accounts in assets under management.
How do I contact Steven Cox?
Through Steven's website, pfa-llc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Overland Park
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
- 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.
See something wrong? Request a correction. Read our methodology.